
Julianne Nicho
Xero Bookkeeping Specialist,Reconciliation, Cleanup and Catch Up Support Service
Habilidades

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Experiência profissional
Bookkeeper & Accounting Support Specialist
HGK FIRM • Freelance
Sep 2026 - Present • 1 mo
I provide bookkeeping support for businesses that need organized records and clearer financial information. Core services include Xero bookkeeping, bank reconciliation, cleanup, catch-up bookkeeping, and accounting software support. Related tools may include QuickBooks, Wave, Excel, MYOB, Reckon, and Sage, depending on project requirements and my capabilities. I review the client's goals, accounting platform, reporting period, available statements, and transaction records. I clarify the scope, identify missing information, and agree on priorities and deadlines. I organize records, review transaction coding, compare account activity with statements, and investigate discrepancies using available documentation. If information is incomplete or an item needs the client's judgment, I flag it rather than make unsupported assumptions. For cleanup and catch-up work, I follow the agreed period systematically and track outstanding items. For ongoing bookkeeping, I use a structured workflow to keep records easier to review and maintain. I handle financial information carefully and communicate clearly. Before delivery, I check the work against the agreed scope and note unresolved items. My goal is to help clients maintain reliable records and spend less time sorting through disorganized transactions. I tailor each assignment to its requirements, documentation, and deadlines, as required.