LLC Books Cleanup & Tax
Budget: $25 – $50 USD
My LLC’s Xero file needs a thorough once-over so I can hand clean, accurate numbers to my tax preparer. All bank and card feeds are connected, and right now I average fewer than ten transactions a month, but the entire past year still needs reconciling and proper categorisation.
Here’s what I’m after:
• Reconcile every 2025 transaction against statements
• Correct any mis-codings and bring all accounts, assets and liabilities to real balances
• Tie the books out so that sales tax, owner draws and expenses are properly mapped to the correct tax lines
I don’t need a full set of financial statements—just clean, balanced books that can be exported for the return. If you’re comfortable working directly in Xero and can turn this around quickly with clear notes on any issues you find, I’d like to hear how you’d tackle it and your expected timeline.
Here’s what I’m after:
• Reconcile every 2025 transaction against statements
• Correct any mis-codings and bring all accounts, assets and liabilities to real balances
• Tie the books out so that sales tax, owner draws and expenses are properly mapped to the correct tax lines
I don’t need a full set of financial statements—just clean, balanced books that can be exported for the return. If you’re comfortable working directly in Xero and can turn this around quickly with clear notes on any issues you find, I’d like to hear how you’d tackle it and your expected timeline.