Xero Jobs

Our Rentman environment needs a detailed audit to enable flawless integration with Xero for accounting purposes. The focus is on syncing invoices, costs, and payments with accuracy. Automatic invoice transfer, cost allocation, and payment reconciliation must work seamlessly without manual fixes. Key requirements: - Certification in Xero (or equivalent expertise) is mandatory. - Hands-on experience with Rentman is essential. - A background in AV-rental or events management will help align with our business needs. Responsibilities: • Audit our current Rentman setup to resolve data hand-off issues and optimize workflows. • Configure Xero so its data structure aligns with operations—charts of accounts, tax codes, and tracking categories included. • Ensure a live link bet...

Amazon oa booking for 2025 thousands of transactions across a bunch of cards experience with OA bookkeeping for Amazon sellers in must please explain in detail your experience in this field. Please also have the first word of your proposal B potato so I know you read this otherwise we’ll ignore the proposal since there’s many ai

Project Description I’m looking for an experienced freelance Chartered Accountant to assist me on an hourly, ad-hoc basis with financial modelling and financial planning tasks. This is support for my own finance-related work and requires someone comfortable working independently and delivering high-quality financial analysis. ⸻ Scope of Support Tasks may include: • Building and maintaining financial models (P&L, Balance Sheet, Cash Flow) • Assisting with cash flow forecasts and budgets • Forecast vs actual variance analysis • Reviewing financial performance and highlighting key issues • Providing written financial commentary and recommendations Work will be assigned as needed and scoped in advance. ⸻ Required Experience • Chartered Acco...

I need a reliable set of hands to keep our books current in MYOB. Day to day you will log in to our cloud account, pull the files I place in our digital folders, and enter three core items—invoices, receipts, and expense records—straight into the system. Accuracy matters more than speed, so every total, GST code, and account classification must match the source document. The workflow is simple: • Open the shared folder, review the PDFs, and confirm legibility. • Post each transaction in MYOB, cross-checking dates, supplier names, and tax amounts. • Update the linked Excel reconciliation sheet so I can track progress in real time. All source documents are already digitised, so no scanning is needed; just tidy naming and archiving once the entry is comp...

My business has grown to the point where daily numbers can no longer live in spreadsheets, so I’m moving everything into Zoho Books/Tally and need a dependable professional to keep it running smoothly. Here’s what I’ll count on you for each week and month: • Record every sales, expense, and journal entry promptly in Zoho Books/Tally. • Reconcile all bank and credit-card accounts so balances match statements to the cent. • Stay on top of accounts payable and receivable: enter bills, schedule payments, apply customer receipts, and flag anything overdue. I already have Zoho Books set up with a chart of accounts and bank feeds connected. You can expect secure, read-only access to statements and receipts through a shared drive, plus clear naming rules...

I’d like an experienced, Australian-based senior accountant to take full responsibility for our day-to-day bookkeeping in Xero. All bank feeds are already connected; what I need is someone who can confidently reconcile transactions, maintain the chart of accounts, and keep our numbers up to date so quarterly and annual reporting runs smoothly. Also to reconcile payable and receivable. Do summary through excel. Australian GST, BAS, and payroll legislation familiarity is essential so that coding is correct from the outset. Deliverables • Weekly transaction reconciliation and coding in Xero • Month-end review with any required accruals or adjustments entered • BAS data ready to submit at the end of each quarter I’ll share secure Xero access and opening b...

Our financial year has closed and I now need a full set of UK-compliant accounts prepared for a small limited company. The trial balance, bank statements will be supplied in Excel, along with access to our cloud ledger (Xero). The deliverable must include: • Profit & Loss (FRS 102 section 1A or FRS 105, whichever fits once you review the numbers) • Balance Sheet with all statutory notes • Statement of Cash Flows • iXBRL tagging ready for Companies House and HMRC submission Please apply normal UK GAAP presentation, reconcile every balance back to the trial balance, and flag any ledger issues you spot so I can clear them quickly. A brief hand-over call at the end to walk me through the figures will complete the assignment. When you respond, focus on you...

I need a steady hand to keep every project invoice flowing smoothly through Xero. Each week I’ll forward the signed-off milestones or time sheets; your job is to turn them into clean, project-coded invoices, double-check amounts against our price list, and email them out on schedule. When payments arrive you’ll jump back into Xero, reconcile the transactions, record any bank fees, and flag mismatches or missing references so nothing slips through the cracks. Right now the brief stops there—chasing overdue accounts isn’t necessary at this stage, though that may open up later. Access to my Xero organisation, templated layouts, and a shared Google Drive for backup files are waiting, so you can start as soon as we agree on a cadence. If you already know your way a...

I need my Xero file set up correctly from day one and then taken care of each month so I can stay focused on running the business. The two areas that matter most to me are: • Invoicing & billing – creating branded templates, automating recurring invoices where possible, and making sure payments flow smoothly through Xero. • Financial reporting – configuring the chart of accounts, setting up tracking categories, and producing reliable monthly and year-end reports I can share with my accountant. No data migration is required; everything will be created fresh in Xero. After the initial configuration, I’d like you to handle the ongoing upkeep: keeping invoice sequences tidy, reconciling payments that feed in automatically, reviewing report layouts, and f...

I need an experienced Wave specialist to get our books fully operational, working hand-in-hand with our external accountant and shaped around the needs of a small real-estate–focused business. The immediate priorities are to build a clean chart of accounts that mirrors industry-standard real-estate categories and to connect all current bank and credit-card feeds so transactions flow in automatically. While we are not importing a full history, you will reference a partially updated Xero file and my written guidelines to recreate opening balances and key comparative data inside Wave. I will supply the Xero access and any supporting worksheets you need. No end-user training is required; the goal is simply a seamless setup that lets my accountant step straight into monthly reconciliati...

Hi Client, I’d be happy to support your monthly QuickBooks Online bookkeeping. I specialize in helping small businesses keep their records accurate, reconciled, and ready for decision-making. With around 50 transactions per month, this is a great fit for a consistent and well-organized workflow. Here’s how I can help you: • Reconcile all bank, credit card, and payment accounts • Categorize income and expenses based on your chart of accounts • Deliver clear month-end reports (Profit & Loss, Balance Sheet, Cash Flow) • Complete everything within your 5-day timeline I’m detail-oriented, maintain strict confidentiality, and communicate clearly if questions come up. I’m ready to start and would love to work with you long term. If you’d...

Hello, I am looking for a freelancer to help me set up a simple hospitality back-office system for a **small hotel with a restaurant and bar**. I want a **no-code or low-code setup** that integrates the following tools: **Systems to be used** * **Sirvoy PMS** – for room bookings and front desk * **Loyverse POS** – for restaurant and bar sales with inventory control * **Zoho Books** – for accounting, expenses, payables, and financial reports * **Zapier** – to automate data flow between the systems **Scope of Work** 1. Configure **Sirvoy PMS** * Room types, rates, taxes * Basic reservation and checkout workflow * Ensure checkout/folio totals can be sent to Zapier 2. Configure **Loyverse POS** * Menu items (food & drinks) * Categories and mod...

Project Administrator / Project Admin Assistant (Full-Time, Rolling Role) We are seeking a highly organised and systems-driven Project Administrator / Project Admin Assistant to support our construction projects on a full-time, ongoing basis. This role is critical to the smooth running of projects and acts as the key systems link between the Project Management team and the Finance department. The ideal candidate will be highly proficient in Buildertrend and confident working with Xero, with a strong understanding of project financial controls, reporting, and workflows. Key Responsibilities Full ownership and administration of Buildertrend across assigned projects Acting as the primary system link between Project Managers and Finance Creating and maintaining project reports (cost trac...

My books for FY23 through FY25 have already been entered in Xero, but I need a qualified eye to make sure everything inside that file is rock-solid before the next round of compliance deadlines hits. Here’s what I need from you: • Open my existing Xero organisation, check every ledger, bank feed and journal, and clean up any misclassifications, duplicates, or unreconciled items you find. • Reconcile all accounts so the closing balances in Xero align with bank and loan statements. • Once the data is clean, generate complete, accountant-ready financial statements—balance sheet, profit & loss and cash-flow—for each year in question. • Amend any prior BAS/GST and income-tax returns that need fixing, then lodge every outstanding return for FY...

My books for FY23 through FY25 have already been entered in Xero, but I need a qualified eye to make sure everything inside that file is rock-solid before the next round of compliance deadlines hits. Here’s what I need from you: • Open my existing Xero organisation, check every ledger, bank feed and journal, and clean up any misclassifications, duplicates, or unreconciled items you find. • Reconcile all accounts so the closing balances in Xero align with bank and loan statements. • Once the data is clean, generate complete, accountant-ready financial statements—balance sheet, profit & loss and cash-flow—for each year in question. • Amend any prior BAS/GST and income-tax returns that need fixing, then lodge every outstanding return for FY...

I’m refreshing my Zoho Books file as of 1 April 2025. Historical activity will stay archived in the same organisation, but from that date forward I want a clean ledger driven by accurate opening balances. Here’s what I need from you, ideally in a live one-hour session we schedule immediately after you accept the job: • Post opening balances for every customer, vendor, and the remaining balance-sheet accounts so the 31 Mar 2025 closing trial balance rolls forward perfectly. • Use the existing control accounts—I’ve already created them—so no redesign is necessary; just make sure the journal entries hit the right ledgers. • Maintain data integrity: no alteration or deletion of pre-01-Apr-2025 transactions. • Finish with a reconciled ...

I have just chosen Zoho Books for my small consulting practice and need someone to walk me through a clean, one-user setup. The goal is to start issuing invoices and tracking expenses without any messy trial-and-error work on my side. Here’s what I expect from you: • Configure the organisation profile, fiscal year, GST/VAT or relevant tax settings, and an appropriate chart of accounts for a service-based business. • Activate online banking feeds, import my opening balances, and create sample transactions so I can see the flow end-to-end. • Set up branded invoice and payment receipt templates and make sure my Stripe payment gateway connects smoothly. • Give me a concise Zoom hand-over session (recorded) explaining daily workflows—creating invoices, reconcili...

Hello, We are using Zoho Books (UAE VAT module enabled) for both B2C and B2B invoicing. Currently, each invoice contains multiple services (often 10–15+), and each service consists of: Government fees (VAT exempt) Service/processing charges (VAT @ 5%) Typing or administrative charges (VAT @ 5%) Our challenge is invoice presentation. If each component is shown as a separate line item, the invoice becomes too long and difficult for customers to read. Desired outcome: We want the invoice to display a summarized table with limited rows, while still maintaining correct VAT treatment and accounting accuracy in Zoho Books. Specifically, we would like to explore whether customization (Deluge + template customization) can achieve the following: A summarized invoice table with grouped...

I need a Power BI specialist to connect directly to my Xero tenant and turn the raw accounting data into a single-page dashboard that supports interactive drill-downs. The goal is to give senior management an at-a-glance view of our Profit & Loss along with the following KPIs: • Admin Wages : Total Revenue % • Revenue Growth Rate • Net Profit Margin • Total Available Cash - Subcontractor Exp : Total Revenue % Etc The visual must open with a clean overview, then allow users to click into any metric to see underlying transactions or monthly trends without leaving the page. Please set the data model up for scheduled refreshes daily and keep the file portable (no custom visuals that need additional licenses). Deliver the finished .pbix file plus a short note ou...

I need a registered Australian tax agent to take my service-based business through a complete end-to-end review for the most recent financial year. The scope is straightforward: • Prepare and finalise the full annual income tax return, guaranteeing it is ATO-compliant and maximises all legitimate deductions. • Review, complete, and lodge every BAS for the year, ensuring GST, PAYG and any relevant instalments are reported accurately and on time. • Provide clear, actionable tax advice I can rely on for the coming year—particularly around cash-flow planning, GST obligations and any deductions specific to a professional services operation. My bookkeeping is up to date in Xero; ATO correspondence access can be granted via the agent portal once we engage. Acceptance c...

My small business needs a dependable bookkeeper who can keep our QuickBooks file clean and up to date, then turn that data into clear monthly and year-end financial reports I can rely on for decision-making and tax prep. Alongside the core bookkeeping, I’d like help with general administrative tasks, specifically data entry into shared spreadsheets or CRMs, daily email triage so nothing slips through the cracks, and calendar scheduling for client calls and internal meetings. Here’s how I picture the flow: • You reconcile the books in QuickBooks weekly, flagging any missing documents the moment you see a gap. • Once everything balances, you prepare concise financial statements (P&L, balance sheet, cash-flow report) and drop them in our shared drive. • Thr...

My LLC’s Xero file needs a thorough once-over so I can hand clean, accurate numbers to my tax preparer. All bank and card feeds are connected, and right now I average fewer than ten transactions a month, but the entire past year still needs reconciling and proper categorisation. Here’s what I’m after: • Reconcile every 2025 transaction against statements • Correct any mis-codings and bring all accounts, assets and liabilities to real balances • Tie the books out so that sales tax, owner draws and expenses are properly mapped to the correct tax lines I don’t need a full set of financial statements—just clean, balanced books that can be exported for the return. If you’re comfortable working directly in Xero and can turn this a...

I need a skilled bookkeeper for my small e-commerce business in Ukraine. Requirements: - Prepare and file local and federal taxes - Experience with e-commerce tax regulations - Proficiency in accounting software (QuickBooks, Xero, FreshBooks is a plus) Ideal Skills: - Tax preparation expertise - Attention to detail - Strong organizational skills Looking for someone reliable and experienced to ensure my tax obligations are met accurately and on time.

We are looking for an experienced Accountant / Bookkeeper to handle routine accounting and financial reporting tasks. The ideal candidate should be detail-oriented and able to work independently. Scope of Work Bank Reconciliation Statements (BRS) Trial Balance & Ledger Maintenance Profit & Loss Statements Balance Sheet Preparation Accounts Payable & Receivable Data Entry & Financial Records Requirements Proven accounting or bookkeeping experience Strong knowledge of BRS, P&L, Balance Sheet Proficiency in Excel / Google Sheets Experience with QuickBooks, Xero, or Zoho (preferred) Accurate, reliable, and deadline-focused Project Type Freelance / Remote Long-term work possible for the right candidate Skills Required Accounting, Bookkeeping, Finance, Bank ...

I need a detail-oriented bookkeeper who already understands the different compliance rules that apply in the United States and the UAE. Each month you will log in to our Zoho Books account and bring the ledgers fully up to date. Here’s what that looks like in practice: • Categorise every income and expense transaction and reconcile against bank and card feeds. • Record all sales invoices and purchase bills, attaching the corresponding receipts so that VAT (UAE) and IRS requirements (US) are both met. • Process payroll entries, ensuring payroll liabilities, gratuity, and any US withholding items are posted correctly. • Close the month with balanced trial balances and generate the standard management reports (P&L, balance sheet, cash-flow statement). ...

I'm seeking a professional to clean up my Xero account for the entire fiscal year. This is a one-time cleanup task, not ongoing maintenance. Key areas needing attention: - Bank Reconciliations: Fix any discrepancies and ensure all transactions are accurately recorded. - Expense Reports: Organize and categorize all expenses, ensuring correctness and completeness. Ideal Skills and Experience: - Proficiency in Xero - Strong accounting and bookkeeping background - Attention to detail and accuracy - Ability to work independently and meet deadlines Please provide a brief overview of your relevant experience and how you plan to approach this task.

I run a retail business that lives inside Tally, and I need a hands-on accountant who can keep the books tidy and tax-ready without constant direction from me. The core of the role is ongoing bookkeeping—specifically monthly bank and cash reconciliations plus full management of accounts payable and receivable—followed by timely preparation and e-filing of all statutory taxes. What we need : • Supplier invoices, customer receipts, credit notes, and debit notes are entered monthly by visiting our office. • GST, TDS, and any other applicable tax computations are generated directly from Tally, reviewed with me, and filed on the portals well before each deadline. • A concise monthly management report—sales vs. returns, ageing for payables/receivables, and tax...

I run a retail business that lives inside Tally, and I need a hands-on accountant who can keep the books tidy and tax-ready without constant direction from me. The core of the role is ongoing bookkeeping—specifically monthly bank and cash reconciliations plus full management of accounts payable and receivable—followed by timely preparation and e-filing of all statutory taxes. What we need : • Supplier invoices, customer receipts, credit notes, and debit notes are entered monthly by visiting our office. • GST, TDS, and any other applicable tax computations are generated directly from Tally, reviewed with me, and filed on the portals well before each deadline. • A concise monthly management report—sales vs. returns, ageing for payables/receivables, and tax...