Virtual assistance · delivered in 3-5 days
Falling behind on your receipts and statements? We take that task off your plate. Up to 50 transactions get carefully matched in Xero or QuickBooks Online so your books stay tidy and accurate.
If you run a business and your bank feeds have piled up unreconciled, we can clear that backlog for you.
Our specialist holds Xero certification at Level 2 and QuickBooks Online certification at Level 1, alongside formal bookkeeping training that covers trial balance preparation. That grounding means the work goes beyond clicking buttons in software — the person behind it understands how each transaction fits into your business.
What you get:
Matching of up to 50 transactions: your bank statements are checked line by line against your genuine sales and expenses inside Xero or QuickBooks.
Bills organised (accounts payable): supplier bills are logged clearly so you always know what is owed and when.
Invoices tracked (accounts receivable): customer payments are monitored so incoming cash is properly recorded.
The process runs in four stages. Step 1, setup: you grant limited access to your Xero or QuickBooks account without ever handing over your banking passwords. Step 2, review: you share your PDF statements or receipts for the period. Step 3, clean-up: every transaction is worked through and matched to the correct decimal. Step 4, hand-off: you receive confirmation that your dashboard balance matches your actual bank statement.
Why choose this service: the work is methodical and detail-focused, with strong English communication skills (an EF SET C2 score) meaning instructions are understood quickly and precisely from the start.
Get in touch to have your accounts tidied up and kept in order.
Your order opens its own thread here the moment it is paid, and everything about that order - questions, changes and the final report - happens in it.
No, your bank passwords should never be shared with anyone. Instead, you provide limited access to your Xero or QuickBooks dashboard, which allows transactions to be matched without touching your actual funds.
If a receipt cannot be clearly categorised, it will be flagged rather than guessed at. A short summary is sent your way so we can confirm the correct category together, keeping your records accurate.
Your package comes with revisions included. If an entry needs adjusting or a category should be changed to suit your preferences, just say so and it will be corrected promptly.
Yes. Data privacy is treated seriously, with a dedicated secure email and separate systems used solely for freelance work, keeping your financial documents fully confidential.
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