Streamlined Xero Setup for Charities Accounting System Tidy Historical Bookkeeping Cleanup
Is your cloud accounting software a maze of unreconciled transactions? Or are your organisation's financial records currently sitting in an overwhelming pile of spreadsheets and physical receipts? Don’t panic—and please don’t feel embarrassed.
It is incredibly common for busy non-profit teams to fall behind. I specialise in stepping into complex, messy financial situations with a calm, judgment-free approach. I will sort through the backlog, untangle your historic data, and get your systems running flawlessly.
Xero & QuickBooks Diagnostic
A complete health check of your cloud accounting setup to find data errors, duplicate entries, or missing transactions.
Custom Software Setup
Transitioning your organisation away from messy spreadsheets and configuring cloud accounting software specifically tailored to third-sector regulations.
What’s Included in a System Tidy?
Historical Data Cleanup
Reconciling months (or years) of backdated bank statements, grant allocations, and expense receipts.
Tailored Spreadsheet Design
If cloud software isn't the right fit for your budget, I design clear, bespoke Excel or Google Sheets templates that make tracking your funds simple.
The Benefits of a Fresh Start
A clean system changes everything. Once your accounts are tidied and structured correctly, you gain:
✦ Absolute financial clarity ahead of board meetings.
✦ The ability to pull accurate reports for funder applications in seconds.
✦ A streamlined process that cuts down the time and stress of your ongoing weekly bookkeeping.
How We’ll Get You Back on Track
Every organisation’s starting point is different, so I adapt the tidy-up and setup to your current systems and capacity.
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Initial Review
You share access to your current records, whether that’s cloud software, spreadsheets, or paper files.
Diagnostic & Plan
I identify key issues, risks, and opportunities, then outline a clear tidy-up and setup plan.
System Tidy
I work through the backlog, clean your data, and organise your chart of accounts and tracking.
Cloud Setup or Templates
I configure your cloud software or build tailored spreadsheets that match your reporting needs.
Handover & Support
I walk you through your new system and can provide ongoing support if needed.
Let’s Clear the Financial Clutter
No matter how messy or behind your records currently feel, I can help you fix them. Get in touch today for a confidential chat, and let's get your systems sorted.