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I need a CPA to review my Xero books quarterly. The focus is on ensuring accuracy. Key Areas: - Financial statements - Bank reconciliations - Expense reports Ideal Skills & Experience: - CPA certification - Expertise in Xero - Strong attention to detail - Experience with quarterly reviews
Project ID: 40626629
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Active 5 days ago
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35 freelancers are bidding on average $438 USD for this job

As a certified public accountant (CPA) with extensive expertise in the areas that you require, I am confident I can provide you with the level of accuracy you're looking for in your quarterly Xero books review. My speciality in accounting and tax services has acquainted me with the ins and outs of financial statements, bank reconciliations, and expense reports. Besides being a proficient user of Xero, I have keen attention to detail when it comes to bookkeeping. During my career, I've conducted many quarterly reviews for clients similar to you, always making sure to leave no stone unturned. My goal is not only to ensure 100% accuracy but also to provide you with valuable insights into your financial situation. What sets me apart from others is my commitment to professionalism, confidentiality and my dedication to client satisfaction. Your financial health and peace of mind are my top priority. Hence, you can trust me to handle your sensitive financial information discretely and securely while delivering on-time and precise results each quarter. Together, we can ensure your Xero books are accurate and compliant for better-informed decision-making and smoother future planning. Let's partner up and secure your financial future right away!
$750 USD in 7 days
8.9
8.9

Hi There, We are a team of experienced accounting professionals, including Certified Xero Advisors and Certified QuickBooks ProAdvisors. We can review your Xero books quarterly to ensure your financial records are accurate, complete, and properly reconciled. Our review can cover financial statements, bank and credit card reconciliations, expense reports, transaction coding, and identification of any discrepancies or adjustments required. We pay close attention to detail and can provide a clear summary of our findings after each quarterly review. Please note that we typically work on an hourly basis, our service scope is limited to bookkeeping, accounting, reconciliations, and financial reporting. Tax preparation, tax filing, and payroll processing are not included. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
$499 USD in 7 days
8.0
8.0

As a CPA with over six years of experience, I specialize in exactly what your project needs: accurate and thorough financial books and records. My knowledge and expertise extends to using Xero proficiently to reconcile bank statements, analyze expense reports, and produce precise financial statements. This familiarity with Xero makes me well-aware of where errors can occur and how to effectively address them to ensure accuracy. Moreover, I never look at financial statements through just a set of numbers - they tell a compelling story about your business and its potential for growth. Thanks to my keen attention-to-detail and strategic insights, I don't merely provide you with the necessary numbers but translate that information into tangible, valuable insights that will help you make well-informed decisions for your business. Another critical quality I bring to the table is a deep commitment to maintaining confidentiality. As a trusted CPA, I treat your data with the utmost care as though it were my own. And lastly, as a freelancer, I value your time greatly and stand by my track record of punctual deliveries. I'm not just accounting for businesses; I'm strengthening them through clean financial management. Let me put my skills to work for you and guarantee the finance transformation your business deserves.
$420 USD in 7 days
6.1
6.1

Hi, I am a Chartered Accountant (ACCA) with 7 years of experience, specializing in accounting and bookkeeping. I will thoroughly review your Xero books quarterly, focusing on financial statements, bank reconciliations, and expense reports to ensure accuracy. My approach includes detailed checks and balances, utilizing Xero's features to streamline the review process. I will ensure timely completion of the reviews and maintain clear communication throughout the process to follow your instructions precisely. Could you please let me know if you have a specific timeline for the first review?
$500 USD in 7 days
5.3
5.3

Hi there, Quarterly Xero books accuracy review is exactly the kind of control-focused work we handle, with checks across financial statements, bank reconciliations, and expense reports. We will test the records in Xero, trace key balances, and prepare a concise exceptions list so you can see what is clean and what needs correction. We have handled public Freelancer review history covering trading-performance audit, transfer-pricing and real-estate analysis engagements. If you would like, we can begin with the current quarter and keep the review structure consistent each cycle. The proposed initial deliverable is evidence review, financial analysis and decision-ready findings for Xero Books Accuracy Review; any subsequent implementation would require a separate Freelancer milestone. Best Regards, 8veer
$1,000 USD in 5 days
4.6
4.6

I have a few questions: 1. What is your business entity: LLC, S Corporation, C Corporation, or Sole Proprietorship? 2. Approximately how many bank accounts and quarterly transactions need to be reviewed? 3. Do you require only a quarterly review, or should I also suggest and post adjusting journal entries where needed? About me I am a Chartered Accountant and CPA with over 8 years of experience working with US and global clients. I am an expert in accounting, AR/AP management, budgeting, reconciliations, and financial reporting using Xero. I review accounting while keeping tax laws in mind. Though my profile is new here, I have served more than 300 clients till date.
$500 USD in 7 days
4.4
4.4

With my comprehensive knowledge in bookkeeping, financial analysis, and tax compliance, paired with my CPA certification and proficiency in Xero, I am experienced and well equipped to ensure the accuracy of your Xero books. Over the past 5 years, I have developed a strong eye for detail and have become expertly familiar with the ins and outs of Xero. This places me in an optimal position to review your financial statements, perform bank reconciliations, and analyze expense reports efficiently and effectively. My commitment to excellence is unwavering. During the quarterly reviews, I'll diligently assess every aspect of your financial records in Xero using my proven proficiency in the platform, ensuring complete accuracy. Additionally, I'll provide you with detailed financial reports that will help you make informed business decisions to grow your business strategically. I'm here to simplify your financial journey and protect your privacy with utmost importance. Given my vast technical skills and collaborative approach, I believe we can create a seamless partnership that produces exemplary results for your business. So let's get started! Reach out to me now so we can discuss your specific needs and how I can assist you best.
$400 USD in 7 days
4.6
4.6

Hi there, Thank you for taking the time to read our proposal. Over 5 years of extensive experience and deep knowledge in Accounting, Zoho, Quickbook, Sage, MYOB and SAP systems. Once you hire me, I can provide you Great Quality and 100% Complete work. If you give me a chance to help you, I can give you good results in the time you want. I already have completed several related projects. Do let me know over the chat window and let's discuss further about the project. Desperately looking forward for your response. Thanks
$250 USD in 2 days
4.0
4.0

Hi, I'm a Chartered Accountant with certified Xero expertise, and while I'm not a US CPA, I bring the same level of rigor and attention to detail to quarterly financial reviews. I'll thoroughly review your financial statements, bank reconciliations, and expense reports each quarter, flagging discrepancies and ensuring everything reflects accurate, audit ready records. I approach each review methodically, checking transactions against source documents rather than just scanning totals, so nothing slips through unnoticed. I'll provide a clear summary of findings and any recommended adjustments after each review, keeping communication straightforward and timely. For this scope, I'd propose $420 USD, delivered within 7 days for the first quarterly review. Samiha S.
$420 USD in 7 days
3.5
3.5

As a Certified QuickBooks & Xero ProAdvisor with significant expertise in reviewing financial records, I am confident in my ability to not only meet but exceed your expectations with the Xero books review you seek. My experience in financial reporting, bank reconciliations, and my attention to detail make me the ideal CPA for this project. With skills gained from years of efficiently auditing and managing books for businesses, I assure you of complete accuracy in your quarterly reviews. Having already completed numerous Xero reviews, I understand the importance of maintaining precise financial statements, up-to-date expense reports, and accurate bank reconciliations. As an experienced Senior Accounts Executive, I have been through countless client audits and my strong sense of compliance will ensure your records meet all necessary criteria. Furthermore, my knowledge extends beyond just Xero as a tool. I offer a holistic approach to accounting that incorporates detailed Excel reporting, proficient data entry and management skills that can be extremely helpful beyond just your bookkeeping. I await the opportunity to join forces and simplify your accounting while ensuring unimpeachable accuracy throughout the process. Let's create clarity from complexity together!
$400 USD in 7 days
2.2
2.2

Hi, I'd be happy to assist with your quarterly Xero review and help ensure your books remain accurate and well-organized. I have extensive experience with Xero, bookkeeping, bank reconciliations, financial reporting, and month-end and year-end reviews. I take a thorough approach to reviewing financial records, identifying discrepancies, and ensuring that financial statements accurately reflect the business's performance. For each quarterly review, I will carefully examine your financial statements, verify bank reconciliations, review expense classifications, and highlight any issues or recommendations for correction. My goal is to provide you with reliable financial records that are ready for decision-making and tax compliance. I understand the value of accuracy and consistency, and I pride myself on being detail-oriented, responsive, and easy to work with. I can also provide clear feedback and practical recommendations to improve your bookkeeping process where needed. I would be glad to discuss your requirements and become a reliable resource for your ongoing quarterly reviews. Thank you for your consideration. Best Regards, Rohan
$250 USD in 7 days
1.5
1.5

Hi My name is Param Ramanan form Rockfort Global based out of Adelaide. Our team includes experienced CPAs and Xero professionals who regularly perform quarterly financial reviews for small and growing businesses. We will thoroughly review your financial statements, verify bank reconciliations, examine expense reports, and identify any discrepancies before they become larger issues. Our goal is to ensure your books are accurate, well-organized, and compliant with accounting best practices. We also provide clear review notes and practical recommendations to improve your bookkeeping process and reporting accuracy. We value confidentiality, attention to detail, and timely communication, and we're ready to support your quarterly review requirements. 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 USD in 4 days
1.5
1.5

I am a Chartered Accountant with experience in Xero accounting, financial statement review, bank reconciliations, and bookkeeping quality checks. I can assist you with quarterly reviews of your Xero books to ensure accuracy and reliability of your financial records. My quarterly review process includes: Reviewing financial statements for accuracy and completeness Checking bank reconciliations and identifying discrepancies Reviewing expense categorisation and supporting records Identifying unusual transactions, errors, or areas requiring correction Providing clear review notes and recommendations I have hands-on experience with Xero and financial reporting, helping businesses maintain clean, accurate, and accountant-ready books. I can work on a recurring quarterly basis and ensure timely reviews with proper attention to detail. I would be happy to discuss your current Xero setup and review requirements. Regards, CA Shivani Dhingra Chartered Accountant
$250 USD in 2 days
1.2
1.2

Quarterly financial reviews help ensure your books remain accurate, reconciled, and ready for year-end reporting. As a Chartered Accountant with 10+ years' experience, I regularly review Xero-based accounting records, reconciliations, and financial statements for accuracy and compliance. While I am a Chartered Accountant (India) and not a US CPA, I have extensive experience working with Xero and cloud-based accounting systems. 1. Quarterly Review • Review financial statements, bank reconciliations, and expense reports. • Identify accounting errors, reconciliation differences, and required accounting adjustments. 2. Quality Assurance • Verify ledger balances, account classifications, and supporting documentation. • Highlight discrepancies and recommend corrective actions before period close. 3. Deliverables • Quarterly review report with observations and recommended adjustments. • Reviewed financial statements and reconciliation summary. • Relevant sample work has been uploaded to my profile for your review. If a CPA signature is mandatory for your engagement, please let me know. Otherwise, I'd be happy to discuss your Xero file, review scope, timeline, and professional fee in chat.
$560 USD in 16 days
1.0
1.0

Hi there! Ensuring accuracy in bank reconciliations requires thorough cross-checking of transactions against statements for discrepancies. I will deliver a detailed quarterly review of your financial statements, bank reconciliations, and expense reports to ensure accuracy and compliance with clear documentation. I've worked with Xero, CPA services, bank reconciliation processes, and financial analysis tools. Looking forward to discussing with you. Best regards, Oleksandr
$250 USD in 7 days
0.0
0.0

Hi, good day. I understand this project requires quarterly CPA-level reviews of Xero bookkeeping records to ensure financial accuracy, including statement checks, bank reconciliation validation, and expense report review. I have experience with accounting workflows, Xero bookkeeping systems, financial review processes, and can perform detailed checks to identify discrepancies and maintain clean, reliable records. Are there any specific accounting standards or reporting formats you follow? Do you already have reconciliation processes in place within Xero?
$500 USD in 7 days
0.0
0.0

Hello, ⚡ Your quarterly Xero review aligns perfectly with my experience in CPA services and financial accuracy. ⚡ I am a CPA with expertise in Xero, financial statement review, and reconciliation. I will ensure your books are accurate and compliant. I have experience with similar projects. I am available to start immediately. Let's discuss your business and specific reporting needs. Best regards.
$500 USD in 7 days
0.0
0.0

We've recently helped a client enhance the accuracy of their financial records through comprehensive reviews. I will ensure your Xero books are meticulously accurate, focusing on financial statements, bank reconciliations, and expense reports. Your emphasis on clean, professional, user-friendly reports aligns perfectly with my approach to quarterly reviews. As a CPA with extensive expertise in Xero, I bring strong attention to detail and have numerous 5-star reviews on similar projects! It will be my privilege to assist you with this project, and choosing to work with me is a decision you won't regret. Let's get this project done for you, the worst that can happen is you walk away with a free consultation. Regards, Henco Burger.
$550 USD in 7 days
0.0
0.0

Hi, I can help review your Xero books on a quarterly basis to ensure your financial records are accurate, complete, and ready for reporting. I have experience reviewing financial statements, verifying bank reconciliations, analyzing expense reports and identifying discrepancies to keep your books clean and reliable. I pay close attention to detail and can provide clear recommendations for any corrections or improvements needed. !!Can you connect over CALL/CHAT to proceed?!! To better understand your requirements, I have a few questions: 1. How many bank and credit card accounts need to be reviewed each quarter? 2. Approximately how many transactions do you process per month? 3. Would you like a detailed review report with recommendations after each quarterly review? I look forward to helping you maintain accurate Xero books and ensuring your financial records are reliable every quarter. Best Regards, Banita || Bookkeeping & Accounting Consultant
$500 USD in 7 days
0.0
0.0

As a highly experienced in the Finance and Accounts sector with 37 years of practice, I have developed an exceptional level of detail-oriented, which can be attested to by the tasks I've executed such as preparing comprehensive P&L and Balance Sheets; conducting monthly variation analysis; Indirect Tax assessments and group audit support. These experiences have refined my abilities to detect discrepancies, minimize errors, and ensure all financial records are accurate. Moreover, I am skilled in Xero, the same platform that your books are on. Familiarity with the tools is crucial when it comes to reviewing financial statements, conducting bank reconciliations, and evaluating expense reports - areas which I am proficient in tackling head-on. As a Chartered Accountant (CFA) from the Institute of Chartered Accountants of India, I am able to accurate and also compliant financial books. With my meticulousness combined with a deep knowledge of financial management, commercial budgeting activities, operational efficiency enhancement and proficiency in developing working procedures, your company's Xero books will always meet regulatory requirements while providing precise insights for effective business decisions. Choose me and we'll diligently maintain an error-free accountancy system ensuring your company's lasting vision!
$600 USD in 7 days
0.0
0.0

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