Xero cleanup for bookkeepers & accountants
Cleanup is the highest-value work you do and the most tedious. Offer the messy-file jobs you currently turn away — the heavy lift happens on a read-only copy, and you keep the client and the advisory.
The big messy-file job that wrecks your week
A client turns up with two years of accumulated mess — a clearing account that's tens of thousands out, BAS over-reporting, a bank-rec graveyard. Hourly, the margins are awful and the calendar drag is brutal, so it gets turned down, quoted scary, or pushed to 'later'.
You own the client. The grind is handled.
Fixed scope, behind the curtain, your brand to the client.
Flag a client
A file you've been putting off because the mess is too big to quote comfortably — clearing-account graveyard, BAS that doesn't add up, a bank-rec backlog.
Diagnose on a copy
A read-only pull, everything classified, and a plain-English findings report with the named problems and the variance behind them.
You review and sign off
You decide what gets actioned. You're the licensed advisor; every accounting and tax call stays yours.
Execute and hand back
A reconciled file and a complete evidence trail — ready for you to apply, or hand to the client as your work.
You are the licensed advisor
Every accounting decision — write-off treatment, tax implications, BAS revisions — is yours. Nothing is finalised without your sign-off.
Reconcile is the toolkit + operator
The grind is handled for you — the tracing, the classification, the reversal patterns, the audit trail — on a read-only copy, with the evidence behind every change. See Extrua Reconcile.