Books setup and organisation
Support with chart-of-accounts structure, opening information and practical bookkeeping workflows.
Professional service
Xero & QuickBooks Bookkeeping Support
CA Jyoti Mahajan’s public LinkedIn headline identifies Xero and QuickBooks advisory experience and work in Indian and US-oriented accounting and bookkeeping. This service covers bookkeeping workflows and does not represent US tax filing services.
Scope
Areas that may be included
The final scope depends on the facts, records, applicable requirements and the terms of the accepted engagement.
Transaction processing
Recording, categorisation and query management for agreed transaction sources.
Reconciliations and clean-up
Bank, ledger and balance review to identify and resolve open accounting items.
Recurring reporting workflow
Preparation of agreed accounting summaries and month-end support for remote teams.
Working process
How the engagement is generally organised
- Review the current Xero or QuickBooks file and understand the intended workflow.
- Agree access controls, responsibilities, cut-off dates and supporting records.
- Process or clean up the books and raise queries through the agreed channel.
- Complete reconciliations and provide the agreed periodic output.
Questions and answers
Frequently asked questions
Does this service include US tax return filing?
No US tax filing service is represented on this website. The service focuses on accounting and bookkeeping workflows using Xero or QuickBooks. Any additional requirement must be separately assessed and agreed.
Can an existing Xero or QuickBooks file be cleaned up?
A clean-up may be possible after the file, periods, reconciliations and available source records have been reviewed. The scope is defined before changes are made.
How is access handled for remote bookkeeping?
Access should be provided through role-based software permissions rather than shared passwords wherever possible. Confidential records are handled only through agreed channels after engagement acceptance.
Contact information
Describe the requirement without confidential attachments
The firm will confirm whether the matter is within scope and what information is required next.