Xerotrabajos

Buscamos un contador/a con experiencia comprobada en Xero para brindar soporte contable mensual a nuestro grupo corporativo, compuesto por cuatro líneas de negocio. Una de estas maneja un volumen alto de transacciones mensuales, mientras que las demás registran menos de 10 movimientos por mes. La función principal será actuar como segundo chequeo de la contabilidad que actualmente gestiona nuestro especialista en finanzas, asegurando precisión, cumplimiento de plazos y análisis de los reportes. Este es un trabajo recurrente y, si hay afinidad, se considerará la participación en proyectos a futuro. Responsabilidades (todo en Xero): Conciliación bancaria de las cuatro líneas de negocio: - Automátic...

Estamos buscando un contable freelance con experiencia para gestionar la contabilidad, finanzas y cumplimiento fiscal de nuestra empresa. El candidato ideal debe tener conocimientos actualizados en legislación fiscal y experiencia en herramientas de contabilidad como QuickBooks, Xero o software similar. Responsabilidades: Registro y análisis de operaciones financieras. Preparación de informes contables y financieros. Gestión de impuestos y cumplimiento fiscal. Asesoramiento sobre optimización de recursos financieros. Requisitos: Experiencia previa como contable. Conocimiento de normativa fiscal y contable aplicable. Habilidad para trabajar de manera remota y cumplir plazos. Atención al detalle y confidencialidad. Si estás interesad...

Necesitamos una aplicación con los siguientes detalles técnicos: - Hecha con Symfony (Ultima versión) - PHP (Ultima versión) - Debe estar dockerizada para su desarrollo y dockerizada para puesta en producción - Será totalmente una aplicación REST API - Ofrecerá endpoints para recibir un rango de fechas, servicio de exportación (ahora mismo solmanente XERO, que es un sistema contable) y cliente. - Una vez invocado este endpoint llamará a un endpoint interno nuestro para obtener datos de facturas y preparar la exportación al servicio dado. Todo debe ser dinámico, posiblemente se requerirá de una persona que trabaje por horas, pues no es un servicio cerrado al 100% en horas, previamente hay que ...

Ecommerce apasionado por la tecnología, comprometidos con tener al alcance de México los mejores productos tecnológicos, está en búsqueda de un profesional talentoso como: Desarrollador de Software Lo que necesitas es: Escolaridad: ingeniería a fin • Experiencia implementando y desarrollando softwares de 3 años en adelante • Indispensable tener conocimiento en QUICKBOOKS, XERO, o algún otro ERP • Ingles Intermedio Actividades: Desarrollar el sistema Operativo de Administración y Finanzas de la empresa. Sueldo de acuerdo a experiencia

replicate API script for Xero UK

...safeguards aid recipients from exploitation, and I need an angel who can keep our back-office spotless while the team focuses on impact. The top priority is bookkeeping. I’ll rely on you to own the general ledger, reconcile accounts weekly, prepare compliance reports and present clear snapshots for investors and auditors. You already work at an advanced level in cloud platforms—whether that’s MYOB, Xero or another tool of your choice—so you can jump straight in and tighten our processes without hand-holding. Around the books, you’ll also polish grant paperwork, tidy Excel models, update pitch decks and lock in the occasional flight or meeting. We start at roughly one day a week and expect the load to expand rapidly over the next six to nine month...

I operate a services-based firm and need our day-to-day numbers handled with zero guesswork. The core of the assignment is to keep client billing and incoming payments fully reconciled while tracking every staff salary, allowance, and expense we generate. Whether you prefer QuickBooks, Xero, Zoho Books or a similarly robust cloud platform, consistency and audit-ready records are what matter most. The flow I expect is simple: invoices go out on time, receipts are matched automatically or the same day, payroll is closed without errors, and monthly management reports land in my inbox before the fifth working day. Deliverables I will review each month • Reconciled sales ledger showing all client invoices and collections • Payroll register with salaries, deductions, benef...

I own a Latvia-registered technology company with non-resident founders and need someone who can step in immediately to handle our tax preparation and provide ongoing financial consulti...on profit distribution, transfer-pricing, and optimisation so we can plan future investments with clear tax visibility. I’m moving fast, so let me know the earliest slot you have for a quick discovery call this week. In your proposal, briefly outline: — Your experience with technology companies or foreign-owned businesses in Latvia. — Which accounting platforms you work with (Tildes Jumis, 1C, Xero, or others). — Turnaround times for standard filings and your approach to ad-hoc advisory requests. Looking forward to finding a reliable long-term partner who can keep us c...

...you each week: • Record and categorize all sales, purchase, and expense transactions from my bank and card statements. • Reconcile the accounts so balances line up with the statements. • Provide a brief snapshot of cash flow, outstanding invoices, and any unusual variances I should know about. I’m not on any accounting platform yet, so you’re free to recommend and set up QuickBooks, Square, Xero, or another cloud solution you’re comfortable with, just explain why you prefer it and what it will cost me. If you already have a proven workflow, I’ll adapt. A few other notes • You must reside in the U.S. or Canada; this is non-negotiable because I need someone who understands our banking systems and tax environment. • Newer ...

...real-time stock updates • Comprehensive sales reports that can be filtered by date, item, employee or location • Employee management for roles, permissions and time tracking Smooth data flow is crucial, so the system has to connect to our accounting software and CRM software through secure APIs or webhooks. If you have experience wiring POS data into popular accounting suites (e.g., QuickBooks, Xero) and CRM platforms, highlight it—those integrations will drive our back-office automation. Deliverables I expect: 1. Responsive web portal (admin + register interface) 2. Native iOS and Android apps built from a shared codebase if possible 3. API layer with authentication for future third-party extensions 4. Documentation covering deployment, user onboa...

I need a qualified accountant to compile end-of-year financial reports for the period ending 11 November 2025. The work should produce clean, audit-ready files that I can share internally and, if necessary, submit to external stakeholders such as tax authorities or auditors. Scope ...confirm which is best for my situation. • Provide editable spreadsheets plus a locked, final PDF for each report. Acceptance criteria • Figures match the input ledger to the cent. • Reports pass a basic material-error check in your accounting software. • Delivery within five business days of receiving source data. Please include a brief note on your preferred software (QuickBooks, Xero, Sage, Excel with pivot tables, etc.) and any recent experience preparing statemen...

I need a fast-turnaround Arabic logo built entirely around the company name, rendered in an elegant calligraphic style and restricted to a colors just like reference. I will share the sample design but remember I want it to be done within few hours from now. (PNG, JPG, SVG, PDF, AI/PS) I want all format as a final deliverable. Budget: $30 Type "xero" so, I can know you have read the description.

...(SM-T300i, SM-T400i), Socket Mobile Barcode Scanners, SumUp & Stripe card readers. - Unlimited iPads/iOS devices for exhibitions, each assigned to a cashier. 7. Reporting & Analytics: - Customizable dashboards with business insights. - Detailed sales reports including company name, VAT number, client addresses, products, VAT rate (4%, 20%, 21%), payment type, and shipping notes. - Integration with Xero accounting software. 8. Support & Maintenance: - Secure communication via HTTPS WooCommerce API. - Data encryption in local storage. - Audit logs for all sales, refunds, and stock changes. - Backup & recovery for offline data.- 24/7 support. - Ongoing updates for compatibility and security. Intellectual Property Rights & NDA: - All intellectual property (softwar...

I’m looking for an experienced accountant from India who can dedicate roughly one hour each business day to keep our books in order. All work is done inside our own, proprietary accounting platform and Excel/Numbers, so you’ll need to feel comfortable learning a new system quickly—no QuickBooks, Xero, or Sage here. What the role involves • Daily capture and categorisation of sales and expense data coming from several European entities. • Ongoing reconciliation of banks and merchant accounts so our balances stay current and correct. • Timely creation, posting and follow-up of invoices. • Expense tracking that tags VAT properly and flags anything requiring management approval. Because we trade across Poland and other EU countries, you mu...

I’m looking for a reliable bookkeeper to keep my ac...receipts. • Reconcile bank, credit-card, and digital-wallet balances so they match Tally records. • Flag any discrepancies or missing documents and let me know promptly. • Generate a brief summary report showing cash position, outstanding payables/receivables, and any unusual variances. Tally is my preferred platform, so solid experience with it is essential. If you also know QuickBooks, Xero, or FreshBooks, that’s great for context, but all actual work will be done in Tally. Accuracy and consistency matter more to me than speed. Please outline your relevant Tally bookkeeping experience, typical turnaround time for a week’s worth of transactions, and any questions you have about my curre...

I manage a portfolio of Australian small-to-medium businesses and want to hand over the day-to-day Xero work to someone who already knows the platform inside out. You’ll be logging into our Xero files regularly to keep everything current and compliant with Australian tax rules while following basic IFRS presentation standards for our end-of-year packs. Here’s what I need you to do on an ongoing basis: • Prepare and lodge GST/BAS each quarter, making sure all codes are accurate and the ATO deadlines are met. • Run weekly and fortnightly payroll in Xero (STP, super, PAYG) and handle any year-end payment summaries. • Keep accounts payable and receivable up to date—enter bills, match payments, chase outstanding invoices, and reconcil...

...generate professional invoices, and then actively follow up until each one is paid. Here’s the flow I have in mind: • Reconcile timesheets, job cards, and purchase orders against what has already been billed. • Build a clear ledger of outstanding services, highlighting date, site, description of work, and chargeable amount. • Prepare polished invoices in my existing template (or QuickBooks/Xero if you prefer) and email them to the correct contacts. • Set up a simple tracking sheet with due dates, reminders, and status notes. • Send courteous but firm chasers, escalating when necessary, until payment is confirmed. Accuracy is critical—I must be confident every figure is traceable back to a source document. Strong written English and p...

...Management Consultants (OKOS) is a professional consulting company offering Accounting, Bookkeeping, and Taxation services to clients across multiple countries, including India, Canada, the US, and the UK. We work with businesses of all sizes — from startups to established enterprises — providing end-to-end financial management solutions, including: Accounting and Bookkeeping (Tally, QuickBooks, Xero, Zoho Books, etc.) GST, Income Tax, and MCA Compliances (India) Payroll Management and Financial Reporting Virtual CFO and Advisory Support We are looking for a Sales Executive on a commission basis who can help expand our client base by bringing in new Accounting, Bookkeeping, and Taxation clients from the above-mentioned regions. Role Highlights: Commission-based engag...

I'm seeking an experienced professional to convert my complete Xero file to MYOB Pro. This includes financial transactions, customer data, Supplier data and inventory accounts. Key Requirements: - Expertise in both Xero and MYOB Pro - Proven experience in data migration between accounting platforms - Attention to detail to ensure data integrity and reconcile bank accounts - Ability to complete the task within budget and timeframe Ideal Skills and Experience: - Accounting or bookkeeping background - Familiarity with MYOB Pro features and functionalities - Strong problem-solving skills and reliability Looking forward to your proposals!

...who can pull everything together, reconcile it, and give me the big overall picture of my company finances. • A Profit and Loss statement for the full 2025 fiscal year • A Balance Sheet as of December 31, 2025 • My company debt * things to write off on taxes • And other financial reports Because I do not currently use accounting software, please recommend a sensible platform (QuickBooks, Xero, or even an Excel-based workflow) that will let me track expenses, debt, and overall cash flow going forward. Final files must be easy to import into common bookkeeping tools as well as readable in Excel or PDF. Preference goes to a certified accountant located in the United States with hands-on experience supporting LLCs. Familiarity with business taxes is a ...

Project Title: Seeking Long-Term Xero Accountant & US Tax Advisor (CPA/EA Preferred) Description: We are a growing US-based legal technology company looking for a highly competent and reliable accounting professional for a long-term partnership. This is not a one-time gig. We are looking for an expert to become our go-to financial partner who can grow with us for years. Our Tech Stack: Accounting Software: Xero (You must be an expert) Core Responsibilities: Monthly Bookkeeping: Perform full-cycle bookkeeping in Xero, including reconciling 2-3 bank/credit card accounts and ensuring our books are always up-to-date and accurate. US Tax Filing: Prepare and file all necessary US quarterly tax forms for an S-Corporation (including estimated payments and payroll t...

I need a single professional who can steer client projects from kickoff to close, then...reports (P&L, cash-flow, balance sheet) for each engagement. • Prepare and lodge all required tax documentation, ensuring every filing meets local regulations. The first full cycle of project management plus reporting must be in place within one month, so proven ability to ramp up quickly is essential. Familiarity with common PM suites (e.g., Jira, Trello, MS Project) and cloud accounting tools (Xero, QuickBooks, or similar) will help you hit the ground running. Share a brief outline of your project-management approach, examples of monthly reports you’ve built, and any relevant certifications in finance or taxation. I’m ready to select and start collaboration as soon...

I need reliable, month-to-month bookk...month-to-month bookkeeping for my small business. Each month you will: • Record and categorize all expenses • Raise and send invoices to our clients on schedule • Provide a concise financial report that shows cash flow, income, and key highlights I already have basic systems in place, so this is a straightforward maintenance role—no complex tax work or payroll runs. You can use QuickBooks, Xero, or another mainstream cloud platform; just let me know your preference and experience. Accuracy and clear communication are essential. To keep costs under control, please focus on the core tasks listed above and automate where possible. If this sounds like a good fit, tell me which tool you’d use and how you ensure err...

I need a reliable, detail-oriented assistant to keep our small office running smoothly and our books spotless. Each month you will be h...run short. • Entering every accounts-payable bill directly into SAP, then reconciling it against statements to be sure nothing is missed. • Issuing customer invoices out of Xero every single day and monitoring them right through to payment. • Calling or emailing customers in a friendly, professional tone whenever balances slip past due, documenting each touch-point. Success means our shelves stay stocked, our suppliers are paid on time, and our receivables ledger in Xero reconciles perfectly with bank feeds at month-end. If you’re comfortable juggling high order volumes and you know your way around SAP and X...

...employing up to 50 staff. I will initially be a solo practitioner. I need a creative professional to develop a complete, professional brand starter kit including: A simple, modern text-based logo A business card design (front/back) with QR code placeholder A single-page scroll website (landing page) Target audience feel: Trustworthy, approachable, senior-but-not-corporate. Similar visual tone to: Xero Partner branding, BDO consulting, or boutique advisory firms. Deliverables 1. Logo Design Style: Text-based logo using "Tendeca Finance" Tone: Modern, clean, professional (finance/advisory sector) Colors: Navy blue / charcoal grey / white (however I am very open to suggestions) Formats: PNG (transparent), SVG (vector), and print-ready PDF Source files: AI or editab...

...for reliable help with day-to-day accounts and basic administration. The core focus will be: • Place routine orders for office supplies, keeping an eye on pricing and stock levels. • Issue invoices promptly from Xero and follow them through to payment. • Call and email customers frequently to resolve overdue balances in a professional, friendly manner. • Enter and reconcile accounts-payable bills so nothing slips through the cracks. Because this is an ongoing, low-complexity role, I only need a straightforward workflow, not a full system overhaul. Solid experience in Xero is essential. Familiarity with tools like QuickBooks, Microsoft Excel, or SAP is a bonus if you have it, but not required. Clear communication, accuracy, and a calm approach t...

...claim. • Practical advice on record-keeping workflows so I’m always audit-ready. • A quick-reference checklist I can follow throughout the year to stay aligned with the strategy we design. I work in basic accounting software (nothing overly complex), and I can provide profit-and-loss reports, bank statements, and any other data you need. If you prefer specific tools—whether that’s QuickBooks, Xero, or a dedicated tax-planning platform—let me know and I’ll export in the required format. My timeline is flexible, but I’d like an initial roadmap within two weeks, followed by one revision cycle after we talk through the first draft. If this sounds like your wheelhouse, tell me briefly about similar sole-prop cases you’ve handle...

I run a growing subscription-based software company and need an extra set of expert hands to keep the books ...Deliverables for the month: • Weekly reconciliations completed by each Friday evening. • A concise October close file (P&L, balance sheet, cash-flow snapshot, outstanding AR/AP). • A short hand-off note highlighting any unusual items or open issues. The work volume is light to moderate—perfect if you already serve other tech clients. Familiarity with common tools such as QuickBooks Online, Xero, or Sage is fine; what matters most is accuracy, responsiveness, and an understanding of SaaS revenue recognition. If this sounds like a straightforward fit, let me know your typical turnaround time and the cloud system you prefer to work in, and we ...

...work. AI Trillion App Integration - - Integration of our all in one marketing suite into Shopfy Integrately App Integration - Integration - Integrate this into Shopify yo make all customer data / automated workflows from other apps flow into the Shopify backend so everything is synced and connected in workflows. XERO App integration - integrate out accounting software so it syncs with Shopify backend and records all sales data etc JustCall App Integration - Integrate JustCall into Shopify using intergrately so as we can have automated workflows in Shopify back end • Theme completion – Polish the homepage layout, product pages, and checkout so the look and feel

I need a current-year balance sheet that I can attach directly to a loan application. The statement must follow standard accounting format and present a clear snapshot of assets, liabilities, and equity, with special emphasis on thorough, well-explained liability entries. Key points you will handle: • Gather and validate my trial balance or raw account data (I’ll supply exports from Xero/QuickBooks in Excel or CSV). • Structure the balance sheet so that it meets lender‐ready presentation standards, including GAAP-compliant headings and subtotals. • Add detailed notes on liabilities: maturity dates, interest rates, collateral references, covenants, and any contingent obligations. • Provide a brief narrative summary that highlights liquidity and le...

...Services (BCS) is a professional consulting firm offering Accounting, Bookkeeping, and Taxation services to clients across multiple countries, including India, Australia, Canada, the US, the UK, and Sri Lanka. We work with businesses of all sizes — from startups to established enterprises — providing end-to-end financial management solutions, including: Accounting and Bookkeeping (Tally, QuickBooks, Xero, Zoho Books, etc.) GST, Income Tax, and ROC Compliances (India) Payroll Management and Financial Reporting Virtual CFO and Advisory Support We are looking for a Sales Executive on a commission basis who can help expand our client base by bringing in new Accounting, Bookkeeping, and Taxation clients from the above-mentioned regions. Role Highlights: Commission-...

I’m the principal at Bhatt Consultancy Services, and I’m opening up capacity to serve small CPA practices in the US, UK, Australia, and Canada that need reliable white-label help with Accounting, Bookkeeping, and Tax preparation. My team and I seamlessly plug into QuickBooks, Xero, and Sage, handling everything from day-to-day transaction coding and reconciliations to year-end financial statements and individual or corporate returns. You remain the face to your clients; we work in the background under strict confidentiality and data-security protocols, returning fully reviewed work papers and supporting schedules on the timeline you set. Here’s how a typical collaboration flows: you upload source documents or grant remote access, we complete the agreed scope ...

...Management System and now need the data pipes connected so day-to-day operations flow without manual touchpoints. The scope is limited to two platforms—Shopify (our storefront) and Xero (our accounting hub): • Shopify ←→ WMS – Sync order details the moment a customer checks out, route them to the WMS for pick-pack-ship, then push real-time shipping updates back to Shopify. – Keep inventory levels perfectly aligned in both directions to prevent overselling. • Xero ←→ WMS – Automatically create purchase orders in the WMS from Xero and push status updates back. – Mirror inventory adjustments so stock on hand in Xero always reflects what the warehouse holds. • Shopfy ←→ ...

I need a savvy, results-driven partner who can do two things in parallel: 1. Re-energise my...algorithm favours us • Audit current engagement practices and pinpoint quick wins • Design a simple playbook we can follow to boost comments, shares and saves • Produce a small batch of short, scroll-stopping videos (reels or shorts) that match our brand tone and drive interaction 2. Shape a cloud-first IT backbone for accounting operations • Map out a reliable, secure workflow built around Xero bookkeeping • Recommend and configure complementary cloud apps (document management, client portals, reporting dashboards) • Set up user roles, data backups and basic automations so the system runs smoothly from day one • Deliver concise hand-over documenta...

...favours us • Audit current engagement practices and pinpoint quick wins • Design a simple playbook we can follow to boost comments, shares and saves • Produce a small batch of short, scroll-stopping videos (reels or shorts) that match our brand tone and drive interaction 2. Shape a cloud-first IT backbone for accounting operations • Map out a reliable, secure workflow built around Xero bookkeeping • Recommend and configure complementary cloud apps (document management, client portals, reporting dashboards) • Set up user roles, data backups and basic automations so the system runs smoothly from day one • Deliver concise hand-over documentation and a walk-through session Both streams should move quickly in one-we...

I’m looking for a detail-oriented bookkeeper who can take full ownership of my payroll t...End-to-end payroll tax filing for each pay period, including federal, state, and local obligations. • Accurate reconciliation of payroll liabilities so every report matches what’s remitted. • Proactive reminders of upcoming deadlines and quick responses to agency notices, if any arise. • Clear, well-organized records that I can hand to my CPA at year-end. The work can be carried out in QuickBooks, Xero, FreshBooks, or another reputable platform you’re comfortable with—I’m flexible as long as the process is reliable and compliant. If you have proven experience handling payroll tax filings for U.S. businesses and can keep everything smooth and...

I need an experienced Xero bookkeeper to keep my business accounts current and reliable. All day-to-day transactions must be entered, each bank and card account reconciled on schedule, and clear financial reports produced every month so I can see where the business stands. Here’s what I expect: • Record every sales, purchase, and expense transaction in Xero, using the correct chart-of-accounts codes. • Reconcile bank, credit-card, and payment-gateway feeds weekly so balances match my statements. • Generate and share monthly financial reports—profit & loss, balance sheet, and cash-flow summary—by the 5th working day of the following month. • Flag anomalies or missing paperwork promptly so nothing slips through the cracks. Our ...

...clear package descriptions) • Contact Key features • Secure online intake form that feeds directly into my client database • Self-service appointment calendar with automatic time-zone handling and email/text reminders • Up-front invoicing and online payment (credit card and PayPal preferred) • Revenue and invoice records I can export for my accountant (CSV or direct integration with Xero/QuickBooks are both fine) • WCAG-compliant accessibility on every page I’m platform-agnostic—WordPress with a solid booking plugin, Webflow + Calendly, or another proven stack are all acceptable as long as they deliver the above smoothly and are easy for me to update after hand-off. Mobile responsiveness, SSL, and basic on-page SEO setup...

I need ongoing help with accounts reconciliation. Each month I handle between 1...between 100 – 500 transactions spread across bank and credit-card statements. Your role is to: • import or receive the monthly statements, • match every line item to my ledger, • flag and explain any discrepancies or missing entries, • deliver a concise summary report once the books balance. The current records are kept in simple spreadsheets; I’m open to you working in QuickBooks, Xero, FreshBooks or another tool you prefer, provided the final figures tie out accurately. This is a straightforward engagement, so accuracy, confidentiality and timely turnaround matter most. When replying, please outline relevant bookkeeping experience and your estimated ho...

...data entry into Xero and keep our accounts up to date. You’ll be responsible for accurately logging and categorising transactions so the Xero dashboard always reflects current figures. Your Daily Tasks • Enter sales and purchase invoices and record related payments. • Capture employee expense claims and reimbursements. • Track inventory movements and associated cost entries. • Attach all source documents (PDF, email, or CSV) to each transaction. • Maintain clear audit trails and use Xero reference fields consistently. Additional Requirements • Initial backlog: You’ll help bring existing transactions up to date before starting daily maintenance. • Experience with the Australian tax system — including GST, BAS, a...

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I’m looking for a qualified accountant to prepare and lodge our Business Activity Statement, complete the company income-tax return, and provide a concise financial analysis focused on the income statement. You’ll receive organised source data exports and supporting documents; feel free to work in Xero, QuickBooks, MYOB, or your own spreadsheets—whatever lets you reconcile quickly and accurately. Deliverables • Lodgement-ready BAS that meets ATO requirements • Company tax return ready for submission • Short written analysis of the income statement highlighting revenue trends, major expense categories, gross margin, net profit, and two-to-three practical recommendations Please double-check all figures against the source records, keep commentary...

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...non-technical users ✓ Xero Compatibility - Model structure must align with our Xero accounting system (chart of accounts, expense categories, revenue classifications) for seamless data integration Deliverables Workbook (.xlsx) - Fully functional, unlocked model with clear documentation, populated with initial data we will provide (historical financials, current assumptions, etc.) Walkthrough (10-15 min) - Screen recording explaining: •How to input data and assumptions •How to switch scenarios and run sensitivity analysis •How to interpret outputs and dashboards •Maintenance and update tips Guide - Documentation embedded in the Excel file What You'll Receive From Us We will provide: •Historical finan...

I own Saw Travel Agency and I want a single, purpose-built system that lets my staff record customer profiles, track every booking, and handle all financial transactions without relying on off-the-shelf tools like QuickBooks or Xero. In other words, we are starting from zero: database design, the accounting logic, the user interface, and the reports all need to be created from scratch and tied together seamlessly. Day to day the team must be able to: • enter or update customer information once and have it instantly available when a reservation is made; • log bookings with dates, destinations, suppliers, and pricing; • post payments, refunds, commissions, and operating expenses so that the accounting module automatically produces up-to-date ledgers, profit-and-l...

I need an experienced Xero bookkeeper to go through my existing file and bring order to every expense line. The bank feeds are already in place; what’s missing is a clear, consistent categorization structure. Scope of work • Review all current transactions and recode them into the correct buckets: Operational expenses, Travel expenses, and Supplies & Materials. • Keep operational expenses at a high-level; I’m not looking for granular sub-accounts, just clean, sensible groupings that match Xero’s standard chart. • Merge or retire any duplicate or unused expense accounts so reports reflect only the three categories above. • Deliver a brief hand-over report summarizing changes and any edge cases I should be aware of. When finished, I ...

I’m looking...bank, credit-card, and vendor statements monthly. • Produce clear monthly management reports and year-end, tax-ready statements. • Flag any discrepancies promptly and suggest process improvements. Payroll management may be added later, so the workflow you set up should be flexible enough to accommodate it without major rework. I’m open to whatever platform you’re most comfortable with—QuickBooks, Xero, Sage, or another cloud tool—as long as it stays organized and allows me to access dashboards and reports on demand. Accuracy, confidentiality, and timely communication are non-negotiable. If you can commit to those and deliver consistent, well-documented books, I’d love to hear how you’d approach the role and what in...

...and lodge the current-year business tax return with the ATO, maximising legitimate deductions and offsets. • Review our workers’ compensation obligations and premiums, then provide a concise action list to keep us compliant. • Supply audit-ready documentation and, if the ATO initiates a review, draft the initial responses and supporting schedules. Our bookkeeping is mostly handled in-house on Xero, but I’m open to your recommendation if a quick tidy-up is needed before lodgement. Deliverables 1. Confirmation of the tax return successfully lodged (receipt/acknowledgement number). 2. A brief written report covering workers’ comp status, premium calculations, and any corrective steps. 3. A folder (digital) of audit-support worksheets and notes r...

...clear package descriptions) • Contact Key features • Secure online intake form that feeds directly into my client database • Self-service appointment calendar with automatic time-zone handling and email/text reminders • Up-front invoicing and online payment (credit card and PayPal preferred) • Revenue and invoice records I can export for my accountant (CSV or direct integration with Xero/QuickBooks are both fine) • WCAG-compliant accessibility on every page I’m platform-agnostic—WordPress with a solid booking plugin, Webflow + Calendly, or another proven stack are all acceptable as long as they deliver the above smoothly and are easy for me to update after hand-off. Mobile responsiveness, SSL, and basic on-page SEO setup...

...commissions to continue. Ideal For: - Freelancers, consultants, or marketers with small-business networks - Accounting or finance students/professionals - Sales or outreach specialists who enjoy connecting with business owners Clients: 1. Ideal customers: - $0 (Pre-Revenue) - $5M revenue - Growing complexity: multiple entities, departments, or 1–1,000 transactions/month - On QuickBooks Online or Xero - Preparing to raise capital, expand, or report to investors/board - Customer Commission fee: ~$750–$8,000/month 2. Not a Fit - Heavy inventory businesses - NetSuite-only or HIPAA-sensitive companies...