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I need a skilled bookkeeper to manage my financial records on Xero. Key tasks include: - General ledger management - Tax preparation - Reconciliation of 5 years of transactions Additionally, I need the following financial statements prepared: - Balance sheet - Income statement - Cash flow statement Ideal skills and experience: - Proficiency in Xero - Strong background in bookkeeping and financial reconciliation - Experience in preparing financial statements and handling tax-related tasks
Project ID: 40716257
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Active 7 days ago
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I can bring five years of Xero records into a clean, reconciled, and reporting-ready state, giving you reliable books and financial statements you can confidently use for review and decision-making. I have gone through the requirements in detail. I can manage the general ledger, review and reconcile five years of transactions, identify discrepancies, and ensure income and expenses are properly classified. Based on the finalized books, I can prepare a clear Balance Sheet, Income Statement, and Cash Flow Statement. I can also support tax-preparation work by organizing the underlying financial records, reconciliations, and supporting schedules required for accurate tax reporting. I’ll flag missing or unusual transactions rather than making unsupported assumptions. I have uploaded samples similar to this project completed earlier in my profile for your reference. With 10+ years of experience, I am a Chartered Accountant (ICAI) and CPA with strong expertise in bookkeeping, reconciliations, financial reporting, Excel, and accounting systems. Thank you for considering my proposal. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular update related to project ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to review the Xero records and establish a structured reconciliation plan for the five-year period.
$300 AUD in 7 days
2.9
2.9
39 freelancers are bidding on average $452 AUD for this job

Hello There, We can assist with the cleanup and ongoing management of your financial records in Xero, including reconciliation of historical transactions for the past five years. Our team includes Certified Xero Advisors and Certified QuickBooks ProAdvisors with strong experience in bookkeeping, account reconciliation, AP, AR, and general ledger management. We can support you with General ledger review and maintenance, Bank and credit card reconciliations, AP and AR management, Historical bookkeeping cleanup, Preparation of Balance Sheet, Income Statement, and Cash Flow Statement, Review and organization of records for your tax professional. Please note that tax preparation, tax filing, and payroll processing are not included in our service scope. We typically work on an hourly basis and can begin with a review of your Xero file to assess the current status and workload. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$499 AUD in 7 days
8.0
8.0

Hello, I’d be glad to help bring your Xero accounts fully up to date and establish a reliable five-year financial record. I have strong experience with Xero bookkeeping, general ledger management, bank reconciliations, historical cleanup, and preparation of financial statements. For this project, I can take ownership of: Reconciling and reviewing five years of transactions in Xero Maintaining and correcting the general ledger Identifying duplicate, missing, misclassified, or unreconciled transactions Reconciling bank, credit card, and other relevant accounts against supporting statements Reviewing opening and closing balances for continuity between financial years Correcting account classifications and journal entries where required Preparing a clean Balance Sheet, Income Statement (P&L), and Cash Flow Statement My process would be systematic: I would work year by year, reconcile the underlying transactions first, verify the balance-sheet accounts, and then validate the resulting financial statements. I’m comfortable working independently in Xero and can provide concise reconciliation notes identifying significant adjustments, assumptions, and any items that need your attention. I’m available to start once access to Xero and the relevant bank/financial statements is provided. I would be happy to review the transaction volume first and then provide a realistic timeline for completing all five years. Pangkaj
$399 AUD in 10 days
7.8
7.8

Hello! I'm an experienced Xero bookkeeper with a strong background in financial reconciliation and statement preparation. I'll get your records clean and compliant. Here's how I can help: - Manage your general ledger and reconcile five years of transactions - Prepare tax documentation in line with current requirements - Produce clear, accurate financial statements: balance sheet, income statement, and cash flow statement - Ensure all records are audit-ready and consistent across periods - Flag any discrepancies or missing items for your review I'm proficient in Xero and comfortable handling large historical reconciliations. Let me know your current Xero access details and the fiscal years involved, and I'll confirm a timeline and start right away.
$500 AUD in 3 days
5.9
5.9

Hi, I understand you need a skilled bookkeeper to manage your financial records in Xero, focusing on general ledger management, tax preparation, and reconciling 5 years of transactions. As a Chartered Accountant (ACCA) with 7 years of experience in bookkeeping, taxation, and financial analysis, I will ensure accurate and efficient handling of your financial records. I am proficient in Xero and can prepare the required financial statements, including the balance sheet, income statement, and cash flow statement. I will meet your deadline and ensure clear communication throughout the project to follow your instructions precisely. Could you please provide any specific timelines or additional details regarding the transactions that need reviewing?
$500 AUD in 7 days
5.3
5.3

Greetings, I recently completed a project similar to yours for a small business owner, where I managed financial records and reconciled transactions using Xero. I understand the importance of accurate bookkeeping and financial statement preparation. My experience includes proficiency in Xero, a strong background in bookkeeping, and expertise in preparing financial statements and handling tax-related tasks. Relevant portfolio samples are available upon request. To ensure a seamless collaboration, I have a clarification question: Do you have specific deadlines in mind for the reconciliation of 5 years of transactions? I am confident in my ability to support you with your Xero bookkeeping needs, including general ledger management, tax preparation, and financial statement preparation. I am eager to discuss how I can assist you further with your project. Regards, CA. Swati Jain, CPA
$260 AUD in 5 days
4.6
4.6

September 17, 2026 Hello I'm Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave and MYOB. My expertise includes bank reconciliation, account cleanup, chart of accounts setup, AP/AR management, payroll, VAT, financial reporting, catchup & cleanu, error fixing and accounting software migration. I also hold an MBA, and my skills align well with your accounting needs. Kind regards Md. Altas Uddin
$300 AUD in 12 days
4.7
4.7

Hi, I’m an experienced bookkeeper with 20+ years of experience and strong expertise in Xero and financial reconciliation. I can help you clean up and reconcile the 5 years of transactions, manage the general ledger, prepare accurate Balance Sheet, Income Statement and Cash Flow Statement, and assist with tax-related bookkeeping requirements. I’m detail-oriented, reliable, and comfortable handling historical bookkeeping projects. I’d be happy to review your Xero records and get started. Best regards, Sachin
$750 AUD in 30 days
3.6
3.6

As an AI-powered financial services platform built around automating bookkeeping and enhancing compliance, FinxisAI is the perfect partner for managing your financial records on Xero. We understand the complexities of general ledger management, tax preparation, and reconciling years of transactions, and our proficiency in Xero is second to none. In fact, our clients achieve 60% faster reconciliations and a 74% reduction in errors through our platform. Preparing financial statements such as balance sheets, income statements, and cash flow statements lies at the core of what we do. With FinxisAI at your service, you can have confidence in receiving accurate, real-time financial insights that align with the highest standards. Many firms like yours benefit from our approach by gaining four times more advisory capacity and a complete real-time visibility into their financial performance. In short, choosing FinxisAI would offer you the expertise you need to modernize and streamline your accounting efforts. Our strong background in bookkeeping and financial reconciliation along with hands-on experience in tax-related tasks makes us best positioned to provide the automation, accuracy, and real-time visibility that can remove the stress from managing your day-to-day finance. Allow us to give you more time for critical business decisions whilst matching them with detailed data-analysis on our side!
$300 AUD in 7 days
2.9
2.9

Hi, My name is Param Ramanan from Rockfort Global based out of Adelaide. Our team can manage your Xero bookkeeping and bring five years of financial transactions into a clean, accurate, and fully reconciled position. We’ll review and maintain the general ledger, reconcile bank and other accounts, identify and resolve discrepancies, and organize records for reliable reporting and tax preparation. We can also prepare accurate Balance Sheet, Income Statement, and Cash Flow Statement reports based on the reconciled data. Our team has strong experience with Xero, bookkeeping, financial reconciliation, and tax-related accounting tasks, with close attention to accuracy and supporting documentation. We’ll communicate clearly throughout the project and provide dependable, ongoing support as required. Please google the name of our company or my name for more information. I request you to please connect with on the freelancer chat so we can discuss your needs further. Kind Regards Param Ramanan
$500 AUD in 4 days
1.5
1.5

I undertake this duty with meticulous attention to detail because I know just how crucial accurate financial statements like balance sheets, income statements, and cash flow statements are for businesses like yours. Working with me also means you gain from the AI-assisted automation skills that I bring to the table; skills that can significantly aid in streamlining your finance activities thereby making maintenance and accessibility of these records much easier. In conclusion, my track record of clear communication, reliable delivery, and utmost dedication to getting things right align perfectly with your needs for this project. Let's make your accounting process smoother and more efficient together!
$250 AUD in 4 days
1.2
1.2

I am a Chartered Accountant with strong hands-on experience in Xero bookkeeping, general ledger management, reconciliations and financial reporting. I can take ownership of the 5-year transaction reconciliation, identify and resolve unreconciled items, clean up the ledger and ensure accurate records. I can also prepare the Balance Sheet, Income Statement and Cash Flow Statement, along with supporting tax-related work. I am experienced with Xero, Excel and other accounting platforms and focus on accuracy, proper classification and complete reconciliations. I can start promptly once the Xero access and supporting records are provided.
$600 AUD in 3 days
1.2
1.2

Hello there, I specialize in Xero bookkeeping and financial reconciliation, making me well-suited for managing your financial records and preparing the required financial statements. With expertise in general ledger management, tax preparation, and reconciling transactions, I can ensure accurate and up-to-date financial data. My experience aligns with your project needs, and I am confident in delivering high-quality results. Thanks, Manisha
$500 AUD in 7 days
0.0
0.0

Reconciling 5 years of transactions and compiling tax-ready Balance Sheets, P&Ls, and Cash Flows in Xero requires seasoned precision. I will immediately audit your Chart of Accounts, lock opening balances, apply automated rules, and execute dozens of required reconciliation and accrual steps to rebuild clean ledgers. Beginning as an AR Accountant in 2004 and now serving as Finance Manager, I bring 20+ years of proven accounting practice. Since 2013, I have supported US, UK, and Australian clients with high-trust remote delivery, powered by an i7 multi-display workstation, dual internet lines, and solar/generator backup. . My platform profile may appear new, but my career spans back to 2005. I offer my lowest entry rate and a no-obligation test task: if my work does not satisfy your exact standard, do not pay me a penny.
$667 AUD in 7 days
0.0
0.0

Hi, I am an experienced Software Engineer with a passion for delivering solid, secure, and scalable solutions. Although my background may seem different from traditional bookkeeping, it actually lends itself perfectly to your needs in several ways. For instance, my proficiency in Python, PHP, and other languages includes an understanding of financial systems on a deep level. This means your work will be done not just competently but also incorporating some of the state-of-the-art solutions prominent in modern bookkeeping. Drawing from my experience integrating with Nexus, Coinbase, Binance, and other fintech services, I have a unique appreciation of the challenges faced in reconciling financial records across different platforms. Best of all, my background in using cloud-native tools like Xero, databases like MySQL and PostgreSQL presents an ideal blend of what you're looking for - a proficient bookkeeper who knows how to harness the power of cutting-edge technology to make your work efficient and error-free. Looking forward to bringing your vision to life!
$250 AUD in 3 days
0.0
0.0

Hi, As a qualified Chartered Accountant and ACCA with broad experience in Xero and QuickBooks, I can handle your complete bookkeeping needs including 5 years of transaction reconciliation, general ledger management, and preparation of Balance Sheet, Income Statement, and Cash Flow Statement. My expertise covers financial reporting, Tally Bank, VAT, payroll, invoice management, credit card reconciliation, and monthly closing - ensuring your books are accurate, compliant, and audit-ready. Regards, Marifa Nasir
$500 AUD in 7 days
0.0
0.0

I've reviewed your Xero setup and the 5-year reconciliation scope. My approach: reconcile bank feeds against statements period by period to isolate exactly where the ledger and actual balances diverge, then clear out duplicate, missing, or misallocated transactions year by year so each year's closing balance is verified before moving to the next. Once the general ledger is clean, I'll prepare the balance sheet, income statement, and cash flow statement from the corrected data. I have 14+ years of bookkeeping experience including extensive Xero reconciliation and financial statement preparation. Happy to start with the earliest year first so you can review quality before I proceed through the rest.
$500 AUD in 7 days
0.0
0.0

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I can manage your general ledger, reconcile the full 5-year transaction history, and prepare accurate financial statements and tax filings. I'll work through the 5 years systematically, reconciling transactions year by year against source records rather than attempting it all at once, so discrepancies are caught and resolved methodically. I'll maintain the general ledger with correct categorization throughout, and once reconciled, prepare the Balance Sheet, Income Statement, and Cash Flow Statement for each period, ensuring the three statements tie together consistently. For tax preparation, I'll use the reconciled financials as the basis for accurate filings, ensuring figures reported align exactly with what's recorded in Xero.I bring strong proficiency in Xero, a solid bookkeeping and reconciliation background, and experience preparing financial statements alongside tax-related work. Kind regards, Muhammad Amish Imtiaz
$250 AUD in 7 days
0.0
0.0

Hi, I’d be happy to help you manage and clean up your financial records in Xero. I’m a CA from India with hands-on experience in bookkeeping, accounting, financial reconciliations, tax compliance, and preparation of financial statements. I also work with international accounting requirements and am actively focused on providing bookkeeping and accounting support to overseas clients. For your project, I can assist with: * General ledger management and bookkeeping in Xero * Reconciliation of 5 years of transactions including identifying and resolving discrepancies * Bank and account reconciliations * Tax-related bookkeeping and preparation support * Review and cleanup of existing accounting records * Preparation of Balance Sheet, Income Statement, and Cash Flow Statement. * Ensuring accounts are properly classified and financial records are accurate and up to date My approach would be to first review the existing Xero records, identify any unreconciled or incorrectly recorded transactions, and then systematically work through the historical data before finalising the financial statements. I’m detail-oriented and comfortable handling large volumes of transactions while maintaining proper documentation and accuracy. I’d be glad to discuss your current Xero setup, the condition of the existing records, and the scope of the reconciliation before getting started. Regards CA Prashant Inani
$500 AUD in 7 days
0.0
0.0

Hello, My name is Abdul Ahad, and I have 6 years of experience in bookkeeping, accounting, bank reconciliation, and financial record management. I am proficient in Xero and can help you with: General ledger management Reconciliation of 5 years of transactions Bank and account reconciliation Tax-related bookkeeping and preparation Balance sheet preparation Income statement preparation Cash flow statement preparation Reviewing and correcting discrepancies in financial records I understand the importance of accurate and well-organized financial records, especially when handling several years of transactions. I can carefully review your accounts, reconcile the records, and ensure your financial statements are accurate and up to date. I would be happy to discuss your requirements and get started.
$500 AUD in 7 days
0.0
0.0

Hi, I would love to help you bring your financial records up to date, streamline your general ledger, and prepare you for a seamless tax season. With extensive experience in Xero, Oracle , SAP and other AI tools and a strong background in complex financial reconciliations, I specialize in untangling historical backlogs and translating raw data into clean, compliant, and insightful financial statements. How I Will Execute This Project: 1. Historical Reconstruction & Reconciliation (5 Years): I will methodically audit, categorize, and reconcile bank feeds, credit cards, and loan accounts across all 5 years to ensure every transaction has a proper trail and matches your source documents. 2. General Ledger Clean-Up: I will review and clean your chart of accounts, resolve misclassifications, and ensure proper accruals to maintain an airtight general ledger. 3. Financial Statement Preparation: Once the books are reconciled, I will generate accurate, GAAP-compliant Balance Sheets, Income Statements (Profit & Loss), and Cash Flow Statements for your review. 4. Tax-Ready Organization: I will package all your year-end reports and tax workpapers neatly so that we can complete your tax preparation efficiently and without costly delays. I am ready to get started immediately. Best regards, Deepanshu
$500 AUD in 7 days
0.0
0.0

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