Xero Cleanup

Is your Xero file a mess? We clean it up.

We correct misclassified transactions, reconcile your bank, credit card and loan accounts, and fix duplicate or missing entries. We work remotely for businesses anywhere in the country, and you get the scope and the cost in writing before you commit to anything.

Where You Might Be

Does this sound like your Xero file?

  • Transactions are in the wrong categories. So the reports do not show what actually happened.
  • The accounts do not match the statements. Bank, credit card or loan accounts that were never reconciled.
  • Entries are duplicated or missing. Some transactions are in twice, and some are not in at all.
  • Your CPA is waiting. Or your lender, or a buyer. Someone needs numbers you cannot produce.
What We Fix

What does a Xero cleanup fix?

  • Misclassified transactions corrected

  • Bank, credit card and loan accounts reconciled

  • Chart of accounts reviewed for accuracy and consistency

  • Duplicate and missing entries fixed

  • A clear record of what was changed and why

Do you work in Xero?

Yes.

We work remotely with businesses across the country, in QuickBooks Online or Xero, with read-only bank access. If your books are in QuickBooks instead, here is how we handle QuickBooks cleanup.

What does a Xero cleanup cost?

Priced by the number of months that need cleaning up.

Cleanup is priced at your monthly rate times the number of months that need cleaning up. Your monthly rate is set by transaction volume, shown in the Transactions per Month table on our pricing page. We look at your file and give you the number in writing before you commit to anything.

See full pricing Free Consultation

How does a Xero cleanup work?

We look at your file first, then give you the scope and the cost in writing.

  • A free 30-minute call about where your file stands
  • We look at your file before either of us commits to anything
  • You get the scope and the cost in writing, with no surprises later
  • We work through it account by account rather than guessing at totals
  • You see what we find as we find it
  • We only take cleanup work that becomes ongoing, because a cleaned file drifts again within months if nobody keeps it current

Cleanup is correcting what was entered wrong. Catch-up is recording what was never entered. Most jobs need both. If your books are more than a year behind, here is how we catch up past years, and for how the two fit together, see our cleanup and catch-up page.

Credentials

What Xero credentials do you hold?

Vicki McGowan, the owner, is a Xero L1 Certified Associate and a Xero L2 Certified Professional. She also holds a Bachelor's degree in Forensic Accounting and QuickBooks ProAdvisor Gold.

Xero L1 Certified Associate
Xero L2 Certified Professional
FAQ

Questions about Xero cleanup.

Can you clean up my Xero file if my business is not in Wyoming?

Yes. We are based in Laramie and work remotely with businesses across the country, in QuickBooks Online or Xero, with read-only bank access.

How much does a Xero cleanup cost?

Your monthly rate times the number of months that need cleaning up. Your monthly rate is set by transaction volume. We give you the number in writing after we look at your file. The Transactions per Month table is on our pricing page.

Is the Xero subscription included in your price?

No. As our pricing page says, bookkeeping software is billed separately by the vendor.

What if my books are behind as well as wrong?

Most jobs need both cleanup and catch-up. Catch-up is priced at your monthly rate times the number of months you're behind. If it has been more than a year, here is how we catch up past years.

What happens once the file is clean?

As our pricing page says, cleanup transitions to monthly bookkeeping once the file is current. We only take cleanup work that becomes ongoing, because a cleaned file drifts again within months if nobody keeps it current.

Do you file my tax returns?

No. We get the books current and tax-ready and coordinate directly with your CPA. If you do not have a CPA, we can refer you to one we trust.

Xero file gotten away from you?

Schedule a free 30-minute consultation. We'll listen to your situation and tell you honestly what makes sense and what doesn't.

Rather write it down first? Send us a message and we will reply within one business day.