Xero Jobs

...helping refine the workflow. --- **Our Current Stack** * Leadzilla (CRM and pipeline management) * Dropbox (project file storage) * Xero (accounting) * Website enquiry forms --- **What We Need Built** 1. **Lead Capture & Pipeline Setup** * Lead intake forms * Pipeline stages (Lead → Qualified → Site Visit → Estimate → Won / Lost) 2. **Automation Workflows** * Automatic follow-ups * appointment confirmations * lead nurturing sequences 3. **Client Onboarding Automation** When a project is won: * trigger onboarding workflow * create project folder structure in Dropbox * send welcome email to client * create contact in Xero 4. **Internal Workflow** * tasks for team members * reminders for follow-ups * ...

...CRM and send me a concise end-of-day summary of dials, connects, and outcomes. Acceptance criteria 1. Minimum 80 dials per day with clear CRM notes. 2. Conversion target: at least 5 qualified appointments or 2 signed clients per week (can be adjusted after the first sprint based on live metrics). 3. Zero compliance issues—respect local Do-Not-Call lists and privacy laws. Familiarity with Xero, QuickBooks Online, or similar cloud-accounting platforms is a plus, as it helps you speak confidently about our workflow and integrations. If you thrive on consultative selling and enjoy helping small businesses gain financial clarity, let’s start this campaign right away....

...and compliance. Flag any issues, risks, or corrections needed. Advise on tax obligations, deadlines, and any relevant filings. Offer recommendations for improving efficiency as the business grows. Requirements Qualified accountant with proven experience in Ireland. Strong understanding of Revenue requirements for sole traders / small companies. Familiarity with cloud accounting tools (e.g., Xero, QuickBooks, Sage, Surf Accounts) is a plus. Ability to communicate clearly and provide practical, actionable advice. Comfortable working with founders who handle their own bookkeeping. Deliverables One‑off initial review and setup guidance. Quarterly review reports with corrections, recommendations, and compliance checks. Ongoing availability for occasional questions or clarif...

...Capture and post each sale, purchase, payment, receipt, and adjustment on the same day it occurs. • Apply the correct chart-of-accounts codes, taxes, and supporting notes so entries remain audit-ready. • Flag any discrepancies or missing documents to me promptly instead of letting them roll into month-end. While Tally Prime is my primary platform, I know some professionals prefer QuickBooks, Xero, or FreshBooks. If you have a strong reason to use one of those, let me know—accuracy and timeliness are more important than the tool, and I can export data if needed. Deliverable An up-to-date Tally Prime (or agreed-upon alternative) company file with each day’s transactions posted and balanced, plus a brief weekly summary highlighting cash flow trends or i...

My business accounting needs have outgrown spreadsheets, so ...workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...

I maintain my accounts in a customised Microsoft Excel workbook and now want that process handled for me each month. All raw data—bank statements, invoices, receipts, and payroll summaries—will be supplied on the first business day. Your task is to enter and categorise every transaction, reconcile th...keep my current column structure, formulas, and colour-coding intact while flagging any discrepancies or missing documentation in a separate tab. Once the month is closed I need a clean copy of the updated workbook plus a brief highlights note (key variances, unusual items, and anything that might affect cash flow next period). If you are comfortable working exclusively in Excel—no QuickBooks or Xero—let’s talk so we can walk through the template and a...

My business accounting needs have outgrown spreadsheets, so ...workpapers ready for my local authorities. I already have bank feeds and invoices organised; you’ll take ownership of the books, maintain them weekly, and deliver a short narrative analysis each month alongside the standard reports. Experience is the single most important credential here—please share similar engagements you have handled, any cloud tools you are comfortable with (QuickBooks Online, Xero, Zoho Books, etc.), and how you normally structure your workflow to stay ahead of deadlines. Final deliverables are up-to-date ledgers, monthly analytical summaries, and ready-to-submit tax packages. If your approach clicks with my expectations, there’s room to extend the collaboration into adjacent...

I need my UK personal and business tax returns prepared and submitted no later than 12 March. I do not yet have every document in order, so part of the job is guiding me on what is missing and he...personal income tax return, ready for submission • Completed corporate/business tax return with all schedules • A concise checklist of the documents you used and any still outstanding • A short memo highlighting allowable deductions and recommendations for next year Solid knowledge of UK and bonus if knows Egyptian tax law and familiarity with common accounting tools (Excel, QuickBooks, Xero or similar) will help you hit the ground running. If we mesh well on this deadline-driven task, expect regular follow-up projects across bookkeeping, financial reporting and on...

I need a reliable virtual accountant who can bring our FY25 books to a clean close and then stay on to handle day-to-day accounting for a product-based business that sells online and through a small retail outlet. Annual revenue is less than 20L Where we are now • All transactions are sitting in Excel spreadsheets. Nothing is yet in QuickBooks, Xero, Sage, or any other dedicated package. • Sales flow in from Shopify and our POS system; payouts hit multiple bank accounts and payment gateways. • Inventory is tracked in a separate sheet and must reconcile to COGS. Immediate mission – FY25 year-end 1. Build a complete Balance Sheet and P&L. 2. Confirm Gross Profit and Net Profit figures. 3. Prepare a Cash Flow Statement, Accounts Receivable Aging, ...

Key Deliverables • Timely invoice generation and distribution using QuickBooks, Xero, or similar cloud accounting tools • Accounts receivable monitoring with proactive follow-ups on overdue payments • Accurate payment reconciliation and bookkeeping updates to maintain clean financial records • Detailed documentation of billing activities to support smooth month-end closing • Professional inbound phone support, responding to customer inquiries and resolving billing questions • Call logging and CRM updates to ensure full team visibility and context • Escalation of complex issues to management only when necessary • Weekly billing and receivables reports using Microsoft Excel / Office tools Action Plan Review current billing workflows, invoicing...

Project Title : Specialist for Finance, Accounting, and Taxation Project Description: I am looking for a detail-oriented professional to handle the financial, accounting, and tax requirements for my business. The id...and Cash Flow). Finance: Manage accounts payable/receivable and provide monthly financial analysis. Taxation: Calculate and file monthly/annual tax returns (including VAT and Corporate Income Tax) ensuring compliance with local laws. Audit Support: Ensure all financial records are audit-ready. Qualifications: Proven experience in Finance and Accounting (mention specific software like QuickBooks, Xero, or Accurate if you use them). Strong knowledge of local tax regulations. Ability to work independently and meet strict deadlines. Excellent communication skills and high ...

I keep my books in Xero and want the bank feed fully up-to-date every week. Your job is to sign in once the feeds refresh, reconcile every line in my main operating account and a much smaller secondary account, and flag anything that needs my attention. Most of the volume sits in the primary account; the second account has only a handful of transactions, so the workload is steady but not heavy. I rely on accurate coding to contacts, invoices and expense accounts, so please be comfortable using Xero’s bank rules, cash-coding screen and standard reconciliation tools. If you spot a mismatch or missing document, leave a clear note so I can resolve it quickly. Deliverables each week: • Both bank accounts fully reconciled in Xero • Unmatched or unclear items lef...

My Xero ledger already contains the raw transaction feed; what I now need is an expert who can take it the rest of the way—right through to fully-compliant financial statements with supporting notes. The specifics of the tasks are as documented in the "End of Year - Financials Preparation" document and other information as provided

Bookkeeping Services from 2025-26

I'm looking for an automation tool that can handle both recurring and one-time invoices. The tool should integrate with Xero and have the capability to read emails and post into Xero. Key requirements: - Automate both recurring and one-time invoices - Integration with Xero - Email reading and posting functionality Ideal skills and experience: - Experience with Xero and invoicing automation - Proficiency in setting up email integration - Strong understanding of accounting software integrations

...• Voice input across the extension and desktop using an on-device speech-to-text pipeline and a wake word • Intelligent document handling — index uploaded files into the recall system and allow users to query them via the AI assistant • 18 plugin integrations: Gmail, Outlook, Google Calendar, Outlook Calendar, WhatsApp Business, Google Drive, OneDrive, Google Docs/Sheets, Notion, Slack, Xero, QuickBooks, Salesforce (read), HubSpot (read), and custom webhook • An admin console for the product owner: cost monitoring, kill switches, pricing overrides, and promo codes • A demo organisation system for running prospect demonstrations • A partner sub-console for reseller partners to manage their clients and run demos Technology St...

Employment Type: Full-Time / Part-Time (Flexible) About the Role We are looking for an experienced Accountant specialising in Xero to manage and maintain the financial records of a growing property development and construction business. This is a fully remote role requiring strong experience with Xero, financial reporting, and managing multiple projects or entities. You will work directly with the Director and play a key role in maintaining accurate financial information, monitoring project costs, and ensuring financial data is organised and up to date. ⸻ Key Responsibilities Xero Financial Management • Manage and maintain company financial records in Xero • Reconcile bank accounts and financial transactions • Maintain and structure the ...

I keep my company’s payroll in a handwritten ledger and a couple of simple spreadsheets. I’d like a detail-oriented bookkeeper who is completely comfortable working without QuickBooks, Xero, or any other accounting software. Your job is to bring my payroll records up to date, make sure every entry balances, and create a clear paper-trail I can hand to my accountant at year-end. Here’s what I need from you: • Transcribe time-sheet data into the existing ledger • Calculate gross pay, deductions, and net pay for each pay period • Reconcile totals against bank statements and flag any discrepancies • Produce a concise summary report after each payroll run (PDF or Excel is fine) Accuracy is critical, so I’ll review the first completed p...

...after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform you like as long as daily posting and reconciliation are seamless. Deliverables (checked at the end of each business day): • All new transactions accurately coded to the chart of accounts • Bank and card balances fully reconciled with zero unreconcile...

...after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform you like as long as daily posting and reconciliation are seamless. Deliverables (checked at the end of each business day): • All new transactions accurately coded to the chart of accounts • Bank and card balances fully reconciled with zero unreconcile...

I need ...remotely without delays. Here is what I expect: • Enter and categorize every transaction promptly. • Reconcile each bank and e-wallet statement so balances match the real cash position. • Generate basic monthly reports inside ACCURATE (profit & loss, balance sheet, cash-flow snapshot) so I can review performance at a glance. If you also happen to be comfortable with Excel, QuickBooks, or Xero, that flexibility could help for ad-hoc data imports, yet your primary workspace will still be ACCURATE. Data accuracy and clear communication are critical; I do a weekly check-in, and any discrepancies should be flagged immediately. Let me know your estimated turnaround time per month’s workload and any questions you have about our chart of accounts ...

...an automated payment and reconciliation solution that integrates our existing payment portal, Live EFTPOS, with Xero. The goal is to automatically process weekly credit card payments and reconcile those transactions directly into Xero, with invoices marked as paid once the payment is successfully processed. Scope of Work The system must: Integrate with our existing Live EFTPOS payment gateway. Automatically charge customers’ credit cards on a scheduled basis (weekly). Allow us to: Set payment frequency (initially weekly, but flexible if possible). Set payment amounts per customer. Automatically reconcile transactions in Xero. Mark corresponding invoices as Paid in Xero once payment is successful. Handle failed payments (notifications and retr...

...audit-ready chart of accounts. • Produce monthly management reports—P&L, balance sheet, cash-flow snapshot—no later than five working days after month-end. • Prepare and file quarterly VAT returns in line with UK retail rules (including partial exemption if relevant). • Liaise with me via email or a brief call to resolve discrepancies within 48 hours of discovery. Preferred tools We currently use Xero but are open to QuickBooks Online or Sage if you are demonstrably faster and more efficient on those platforms. Acceptance criteria A month is considered complete when the trial balance ties to all bank statements, control accounts are fully reconciled, and the agreed-upon management pack is delivered on time. Please outline: – Your UK...

Project: Cash flow help has a financial analyst excel spreadsheets program that uses financial data to review the current business situation and then do “what if” analyst to improve business cash flow using the six cash drivers. The project is dissected into 3 stages to develop a web app, upload/synch the business financial data via API with accounting software program XERO, MYOB & Intuit. The final stage is to make the App mobile friendly. STAGE 1. PREPARE THE WEB APP Ideation stage 1. Source an idea – to use the excel spreadsheet as a source for calculations and data input to prepare a website app to used by business and accountants. The App will be a subscription model with the ability to change levels of subscription. 2. Market research – The web app ...

Each month I close my books in Xero and need a skilled set of eyes to make sure every customer invoice lines up perfectly with payments received and ledger entries. The core of the job is monthly reconciliations, but the part that always eats my time is keeping invoice management clean, complete, and matched to the right accounts. You will log in to my Xero file, review the sales ledger, trace any unmatched or partially paid invoices, and correct coding errors so the reconciliation summary shows zero outstanding discrepancies at month-end. I already handle bank feeds and expense tracking, so your focus stays squarely on the invoicing side. Deliverables each month: • A fully reconciled Accounts Receivable ledger in Xero • A brief summary of any issues fo...

...after right now; tax prep and broader financial analysis are handled elsewhere. The volume is moderate—usually 50–100 line items per day spread across two bank accounts, one credit-card feed, and a handful of payment processors. I’ll upload invoices, receipts, and bank statements to a shared cloud folder and grant you direct access to the accounting file. If you already specialise in QuickBooks, Xero, or FreshBooks that’s perfect; I’m flexible and can migrate the data to whichever platform you like as long as daily posting and reconciliation are seamless. Deliverables (checked at the end of each business day): • All new transactions accurately coded to the chart of accounts • Bank and card balances fully reconciled with zero unreconcile...

...Reports unclear? Numbers not making sense?I help business owners gain complete financial clarity, keep their books accurate, compliant, and up-to-date, and turn numbers into actionable financial insights.I am a Professional Accountant and Bookkeeper, QuickBooks & Xero Certified ProAdvisor and Excel expert with 7+ years of hands-on experience serving clients across the USA, UK, Australia, UAE, and you hire me, I treat your business like my own.⭐ Accounting & Bookkeeping Services ⭐✅ Bookkeeping (QuickBooks Online and Xero)✅ Bank, Credit Card & PayPal/Stripe Reconciliations✅ Accounts Receivable & Payable Management✅ Cleanup & Catch-up Bookkeeping✅ Year-End Adjustments & Financial Closing✅ Financial Statements (P&L, Balance Sheet, Cash Flow)✅ Payro...

...audit-ready chart of accounts. • Produce monthly management reports—P&L, balance sheet, cash-flow snapshot—no later than five working days after month-end. • Prepare and file quarterly VAT returns in line with UK retail rules (including partial exemption if relevant). • Liaise with me via email or a brief call to resolve discrepancies within 48 hours of discovery. Preferred tools We currently use Xero but are open to QuickBooks Online or Sage if you are demonstrably faster and more efficient on those platforms. Acceptance criteria A month is considered complete when the trial balance ties to all bank statements, control accounts are fully reconciled, and the agreed-upon management pack is delivered on time. Please outline: – Your UK...

...booking → Materials ordering → Job scheduling The platform must minimise manual involvement and allow scaling nationwide using contractor networks and supplier integrations. This will be a web-based application (mobile responsive) rather than a native mobile app. ⸻ Core Objectives 1. Customers can request a fence quote online and receive pricing instantly. 2. Quotes integrate directly with Xero. 3. Customers can accept quotes without staff involvement. 4. Contractors are automatically notified of available jobs. 5. Contractors can accept and schedule jobs themselves. 6. Materials are automatically ordered from suppliers when jobs are confirmed. 7. The entire process operates with minimal administration. ⸻ User Types The system will have multiple user roles...

We are a construction business based in the Illawarra region, NSW (Australia) called Illawarra Bricklaying & Construction. We are looking for an experienced Xero specialist to fully customise our quoting and invoicing system. This is NOT basic setup — we want a clean, professional, trade-specific system built that suits how construction jobs actually run. Scope of work includes: • Custom Quote Template built inside Xero • Custom Invoice Template built inside Xero • Progress claim / staged invoice capability • Variations / extras structure • Clear labour vs materials breakdown • Professional branded layout (construction style) • Ability to match real job costing structure We want: • Quotes that look p...

Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track inv...

I run a growing SaaS company and n...you: • Day-to-day posting of income and expenses, with all bank and credit-card accounts fully reconciled. • Timely handling of invoices and vendor bills so cash flow stays predictable. • Payroll entries recorded correctly, including taxes and benefits. • Month-end financial statements delivered in a format I can review at a glance. I’m flexible on software—if you’re comfortable in QuickBooks, Xero, or FreshBooks, that works for me. Suggest the platform you’re fastest with, and we’ll spin up secure access. Success on this project means the books tie out to the last cent, key reports are waiting for me at month-end, and any questions from my CPA can be answered with a single click. If that sounds...

...Standards. Once the chart and balances are confirmed, I will rely on you to carry the numbers through to a full set of financial statements, the Director’s Statement and the XBRL file that ACRA now requires. Because the records are simple and transactions minimal, I expect the work to be light on data entry and heavy on getting the statutory presentation exactly right. I am not tied to QuickBooks, Xero, MYOB or any other bookkeeping platform—what matters is that the final deliverables satisfy ACRA’s XBRL template and meet IRAS annual filing rules. Deliverables I will sign off on: • Adjusted trial balance with supporting journal entries • Complete financial statements and notes in accordance with Singapore Accounting Standards • Director&rsqu...

Good day, I’m looking for a registered...annual financial statements, including independent reviews where required, for my clients. Iam a husiness consultant. The work includes full AFS preparation in line with the Companies Act and IFRS for SMEs. All source data (bank statements and sometimes, prepared reports such as trial balance, general ledger, P&L) will be provided digitally. You may work on your preferred platform (Pastel, Sage, Xero, QuickBooks, Draftworx, etc.), as long as the final pack is compliant for CIPC and SARS submission, cidb or tenders etc. Deliverables include: • Draft AFS for client sign-off • Final signed AFS (PDF) • Independent Review Report (where applicable) Please let me know your turnaround time, fees, and any documents you&rsq...

I have a few custom Profit & Loss reports in Xero that aren’t behaving the way I need. Some simply need their formatting corrected, others have to be rebuilt so I can refresh the date range each month without starting from scratch. Here’s what I’m after: • Repair my current custom P&L layouts so totals, groupings and fonts display cleanly. • Build one or two new P&L templates I can copy forward, change the dates and run instantly. • Walk me through the full process in Xero—where to click, which options control the layout, and how to save the report as a reusable template. I have an AUD and USA entity. Would like to replicate reports for both. I understand that Xero can't convert USA to AUD and consolidat...

...bookkeeping onto Xero and need an expert who can both advise and action the back-entry of historic data. All business and banking transactions for the past twelve months must be loaded so my accounts and reports reflect reality from day one. Here is the current situation: • Data scope: business sales, purchases, and all movements through the business bank account—no cash-only expense receipts involved. • Source material: PDF bank statements plus copies of issued and received invoices. • Period covered: less than a full financial year, roughly twelve months back from today. What I need from you: 1. Confirm the cleanest workflow for bringing historic transactions into Xero without breaking reconciliation or reporting—whether that means usin...

I need an experienced Xero-savvy bookkeeper who can jump straight into my file and accurately code every outstanding transaction. The work is mostly routine data coding and bank feed reconciliation, but attention to detail is critical because I rely on these figures for monthly management decisions and end-of-year compliance. Here’s how I see the engagement running smoothly: • You receive secure access to Xero and a brief overview of my current chart of accounts. • You categorise each transaction, matching receipts or descriptions to the correct account and tax treatment. • Once everything is coded, you reconcile the bank balances and flag any anomalies so I can supply missing documents. I keep communication simple: a running comments thread insid...

...returns for the same period, ensuring accuracy against the rebuilt books. – Liaise with me promptly if any gaps or queries arise during the process. Deliverables will be accepted once HMRC acknowledges receipt of each CT600 and VAT return, and Companies House confirms the accounts have been filed without rejection. Please outline your estimated turnaround and the software you intend to use (e.g. Xero, QuickBooks, Sage or your own working papers) so I can grant access or provide exports as needed....

...currently in that department but you must advice how many people is needed. I want a bulletproof setup to prevent spending, fraud etc, with checks and balances etc etc. I was thinking Notion + n8n + Open AI + Xero + any other apps/programs needed. This must be setup according to Iso or any other accreditation - We currently use Xero as the accounting program - We have one guy doing quotes and he is currently doing quotes on excel. I need an automated system in notion where he can do the quotes and maps/designs with ai etc. Once quotes are accepted, the system must add it in the pipeline and xero, create PO's etc etc - We have 6 bank cards for each of the tech teams and need to automate the spending recon daily with reports and alerts. Techs use these cards...

I’m looking for a reliable finance professional who can take the pressure off me by keeping my books up-...Day-to-day, the role centres on two key areas: • Sending reminders to clients • Tracking payments and overdue invoices I already have an organised client list and clear payment terms in place; what I need is someone who can step in, work through the outstanding items, and keep the ledger clean and current. If you’re comfortable working in popular cloud-based accounting platforms such as QuickBooks, Xero, or Wave, that will make onboarding smooth, but I’m open to whichever tool you prefer as long as I can see real-time figures and clear audit trails. Accuracy, persistence, and a friendly yet firm tone with clients are essential. If that sounds ...

...the bank and credit-card accounts, and then close the books with clear financial statements I can rely on for decision-making and tax filing later in the year. To date everything has been kept in good order, but I want a professional touch going forward so the data stays clean, consistent, and audit-ready. I’m comfortable with whichever mainstream accounting software you prefer—QuickBooks Online, Xero, or a similar cloud platform—as long as I can log in and view real-time numbers. We sell parts online and walk-ins, inventory needs to be accurate and we also manufacture items. Key monthly deliverables: • Accurate entry and categorization of all transactions • Full bank and card reconciliations with supporting explanations for any variances •...

...lines removed, obvious typos fixed, and fields standardized so that the final dataset is ready for calculation and audit. The second part is ongoing bookkeeping. Using the freshly cleaned data, you’ll update the general ledger, post transactions to the correct accounts, and keep the books balanced each period. If you’re comfortable working in Excel or popular accounting platforms (QuickBooks, Xero, or similar), that’s ideal; just let me know which one you prefer so we can share files smoothly. Deliverables • Complete, error-free data entry of all provided documents • A cleaned master spreadsheet (or import file) showing consistent formats and no duplicates • Updated bookkeeping records with transactions categorized and reconciled I ...

...lines removed, obvious typos fixed, and fields standardized so that the final dataset is ready for calculation and audit. The second part is ongoing bookkeeping. Using the freshly cleaned data, you’ll update the general ledger, post transactions to the correct accounts, and keep the books balanced each period. If you’re comfortable working in Excel or popular accounting platforms (QuickBooks, Xero, or similar), that’s ideal; just let me know which one you prefer so we can share files smoothly. Deliverables • Complete, error-free data entry of all provided documents • A cleaned master spreadsheet (or import file) showing consistent formats and no duplicates • Updated bookkeeping records with transactions categorized and reconciled I ...

My Xero ledger already contains the raw transaction feed; what I now need is an expert who can take it the rest of the way—right through to fully-compliant financial statements with supporting notes. Scope • Data entry clean-up and bank / ledger reconciliation inside Xero and confirming correct GST splits. • Balance Day adjustments should they be required. • Preparation of the Annual Accounts including the Balance Sheet & Income Statement directly in Xero. The transactions are uploaded, so the job starts at reconciling and verifying that each entry is correctly coded. Once everything is balanced, you will generate the standard financial reports in Xero ready for final analysis and tax preparation. Acceptance criteria • Al...

...Professional signature including: Logo Name & Title Contact details Website Subtle brand styling Compatible with Outlook and Gmail 5️⃣ A4 & A3 Letterhead (Portrait & Landscape) Header and footer layout Editable Word template Print-ready PDF 6️⃣Business Cards Front and back layout STRATIVM dominant Navy + gold detailing Print-ready with bleed 7️⃣ Xero / Small Format Logo Pack Create a simplified STRATIVM logo version suitable for: Xero invoice branding Favicon Social media profile icon Must be legible at small sizes. 8️⃣ Apparel / Print Logo Versions Prepare logo versions suitable for: Embroidery (company shirts, polos) Screen printing One-colour applications White-on-navy and navy-on-white versions Provide Pantone references Gu...

Project Overview We require a custom-built financial management platform, similar in flexibility to Microsoft Excel, but structured, automated, secure, and purpose-built for our business operations. The system must handle: Sales income Non-sales income Expenses VAT calculations Running balances Monthly summaries Client invoicing This is a bespoke internal accounting system, not linked to Xero, QuickBooks, or Sage. Key Objective To replace complex spreadsheets with a controlled, formula-driven financial system that: Automatically calculates totals, VAT, balances Prevents accidental formula changes Allows structured data entry Generates reports and invoices Provides month-by-month financial visibility Core Modules & Features 1. -Sales / Income Entry Module Excel-style table wit...

We are looking for a highly experienced Zoho O...understands the platform inside and out — not just basic CRM setup. We want someone who can help us fully utilise the benefits of the Zoho One premium package, particularly for: Zoho CRM setup and optimisation Zoho Campaigns / Marketing Automation SalesIQ (website visitor tracking & live chat) Linking application/contact forms to our website and CRM Automation workflows Integration between Zoho and Xero Dashboard reporting and analytics Requirements: Proven experience implementing Zoho One end-to-end, in the cleaning services industry if possible. Strong understanding of CRM architecture and automation Experience integrating Zoho with websites Ability to advise on best practices, not just execute tasks Prefera...

We have set up in a Purchase Order Board and an Invoice Board where all data and information is listed. Using this information I need you to use to use this data (including connected/mirrored columns) to create Xero Purchase Orders and Invoices. When these have been created a copy of the PDF needs to then be uploaded into monday.com. All item descriptions, quantities and prices are in subitems on I will supply access to our account which is integrated with Xero and As well as details of which columns will be required for the sync. If anything here is unclear, please ask

...some book keeping for Jan - Feb 2026. I can pay extra $30 dollars. The total of $65 for 2025-2026. My company is a community and family help and we do not make much money profit. We are somewhat a new startup. So please work with our limited budget. Question: What book keeping software will your company use for this project: Answer: Quick books online or XERO. However we prefer XERO. I have already started connecting my bank to XERO. Question: Is this one time project or ongoing book keeping? Answer: This is a 1 time project. I plan to take over the monthly book keeping. If you do a very good job. I would be open to long term book keeping. I will need 2021-2024 book keeping completed. So make me an offer. You will do the following tasks in this project: ...

...UAE tax returns (corporate tax and VAT) on time, keeping me compliant with local regulations. • Generate concise management reports—P&L, balance sheet, cash-flow—at agreed intervals so I always have a clear financial snapshot. • Liaise with government portals or auditors when questions arise, providing any supporting schedules they need. Helpful tools If you already work in QuickBooks, Xero, Zoho Books, or Tally, that’s a plus—I’m happy to grant you secure access to whichever platform you prefer. Cloud-based document storage is available for receipts and source files. Communication & cadence I don’t have a fixed deadline, but I do need predictable monthly routines and prompt responses to queries. Once we agree on t...