A review of your Xero set up and processing.
This will include:
- A review of your bank accounts to check they have been reconciled correctly.
- Review chart of accounts to ensure it covers all required transactions.
-A check of transactions to check they have been correctly coded.
- A review of your Profit and Loss to check for completeness and accuracy.
- A review of your Balance Sheet control accounts to identify unsupported balances.
- A review of your debtor and supplier balances to understand how your payment terms and payment collection is impacting your cashflow.
- Review of payroll, if used.
- VAT check to ensure transactions have been correctly recorded and reconciled and your filings are up to date.
- Check conversion balances
- Review fixed assets to ensure properly recorded and depreciated.
Following the review, I will provide you with a report showing each area covered including feedback and recommendations.
Once you have placed your order, please email me at firstname.lastname@example.org with your contact details and I will be in touch to arrange our initial meeting, either via Zoom or in person, depending on your location.