Unlock Xero Freelance Opportunities Effortlessly

We are seeking an experienced bookkeeper to manage our financial records using Xero. The ideal candidate will have a strong understanding of bookkeeping principles and experience in using Xero for accounting tasks. You will be responsible for maintaining accurate records, reconciling accounts, and preparing financial statements. Attention to detail and organizational skills are a must. If you are proficient in Xero and have a commitment to accuracy, we would love to hear from you.

Skills: Bookkeeping, Bank Reconciliation, Xero, Balance Sheet, Accounting

Project Overview:
We are looking for an experienced backend developer to build 30 business tools for our platform, Transify, using API integrations, open-source solutions, and AI-powered tools (where appropriate). The goal is to develop a lean MVP that meets our core functionality and can be deployed by May 6th. These tools should be built using existing AI tools or APIs (for advanced functionality) or open-source solutions (where applicable), focusing on simpler and efficient solutions.

This is a high-priority, fast-paced project that requires a skilled developer who can deliver on time. Please only bid if you are confident you can handle this and meet the required timeline. If you're unable to take on a project of this scope, please do not waste our time with your bid.

Requirements:

Backend Development:
User Authentication & Access Control: User registration, login, and role-based access control.
Payment Integration: Integrate payment processing using third-party APIs (Stripe, PayPal).
AI & API Integration: Use relevant AI tools (e.g., GPT models, OpenAI) and third-party APIs to integrate and develop business tools.
Data Security & Storage: Secure data handling, database management (MySQL/PostgreSQL), and encryption.
Tool List and Breakdown: These tools should be developed using AI, APIs, or open-source solutions (where possible) and should not be overcomplicated, as they are part of the MVP:
API-Integrated Tools (Requires backend integration via third-party APIs):
Invoicing & Billing Tool (Advanced): API integration for payment processing and billing (e.g., Stripe, PayPal).
CRM Tool (Advanced): Integration with CRM APIs (e.g., Salesforce, HubSpot).
Project Management Tool (Advanced): Integration with project management tools (e.g., Trello, Asana).
SEO Analyzer Tool (Advanced): API integration with SEO tools (e.g., SEMrush, Moz).
Inventory Management Tool (Advanced): API integration with inventory management systems.
Employee Management & Payroll Tool (Advanced): Integration with payroll systems (e.g., Gusto, QuickBooks).
Marketing Automation Tool (Advanced): API integration with email marketing tools (e.g., Mailchimp).
Social Media Management Tool (Advanced): API integration with social media platforms (e.g., Buffer, Hootsuite).
Helpdesk & Support Tool (Advanced): API integration with customer support systems (e.g., Zendesk).
E-Signature Tool (Advanced): Integration with e-signature services (e.g., DocuSign).
Task & Workflow Management Tool (Advanced): API integration for managing tasks (e.g., Monday.com).
Lead Generation Tool (Advanced): Integration with lead generation platforms (e.g., LinkedIn, Pipedrive).
Business Analytics & Insights Tool (Advanced): API integration with analytics tools (e.g., Google Analytics, Power BI).
E-commerce Platform Tool (Advanced): API integration with e-commerce platforms (e.g., Shopify, WooCommerce).
Content Management Tool (CMS) (Advanced): API integration with CMS systems.
Point of Sale (POS) Tool (Advanced): API integration for POS systems.
Fleet Management Tool (Advanced): API integration for vehicle management systems.
Event Management Tool (Advanced): API integration with event management tools (e.g., Eventbrite).
Document Management Tool (Advanced): API integration with document management services (e.g., Dropbox).
File Sharing & Cloud Storage Tool (Advanced): Integration with cloud storage solutions (e.g., Google Drive, AWS).
Expense Management Tool (Advanced): API integration for financial tracking (e.g., QuickBooks, Xero).
Proposal Generator Tool (Advanced): API integration for creating proposals.
Contract Management Tool (Advanced): API integration for contract creation and tracking.
Basic Tools (Use open-source solutions or AI integration where needed):
Time Tracking Tool (Basic): Build a basic tool using open-source time tracking libraries or simple AI-based time categorization.
Appointment Scheduling Tool (Basic): Use open-source scheduling libraries (e.g., Calendly API) or AI tools for auto-scheduling.
Task & Workflow Management Tool (Basic): Use open-source workflow management libraries or basic integrations with platforms like Trello.
Document Management Tool (Basic): Integrate with open-source document storage solutions (e.g., Nextcloud).
Note-Taking Tool (Basic): Use open-source note-taking libraries for a simple UI.
To-Do List Tool (Basic): Use open-source libraries for task management and productivity.
Business Plan Generator Tool (Basic): Utilize AI-based suggestions for generating business plans.
Customer Support/Helpdesk Tool (Basic): Integrate a basic open-source helpdesk system (e.g., osTicket).
Knowledge Base/Documentation Tool (Basic): Use open-source documentation generators (e.g., MkDocs, Docusaurus).
Milestones & Tasks:
Milestone 1: Core Backend & Tool Framework (Due by April 15th)
Set up database and backend architecture.
Develop User Authentication & Access Control.
Integrate initial set of API-based business tools (Invoicing, CRM, etc.).
Milestone 2: Basic Tools Development (Due by April 25th)
Implement Basic tools (Time Tracking, Appointment Scheduling, etc.) using open-source solutions or AI.
Milestone 3: Advanced API Tools Integration (Due by May 1st)
Integrate API-based business tools (Marketing Automation, E-commerce, etc.).
Ensure all API integrations are fully functional.
Milestone 4: Testing & Optimization (Due by May 5th)
Perform thorough testing of all tools and backend integrations.
Optimize system for performance, security, and scalability.
Final Delivery: MVP Completion (Due by May 6th)
Ensure the MVP is functional and meets core requirements.
Provide a report on progress, testing, and deliverables.
Additional Notes:

APIs will not be provided—you will need to integrate existing public APIs or open-source solutions where possible.
The project must be completed by May 6th, so please only bid if you are confident in meeting this timeline.
No overcomplication—this is for an MVP, so the development should be straightforward, minimalistic, and focused on delivering the core features.
Developers who believe they can handle this scope and timeline should bid. If you feel you cannot meet the demands, please do not waste your time or mine.
Budget: Please provide your price based on your assessment of the project scope. We are looking for developers with prior experience in API integration, open-source solutions, and AI tool integration.

Skills: Software Development, Coding, API Integration

Job Summary
We are seeking a highly skilled and experienced Financial Controller to oversee our financial operations and ensure the integrity of our financial reporting. The ideal candidate will have a strong background in financial management and technical accounting, with proficiency in accounting software such as Xero. This role is crucial for maintaining accurate financial records, conducting account analysis, and ensuring compliance with regulatory reporting requirements.

Responsibilities

Manage all aspects of financial management, including forecasting, and reporting for our multi-division company.
Oversee the preparation of financial statements and ensure accuracy in account analysis.
Conduct balance sheet reconciliation to maintain the integrity of financial data.
Implement and maintain effective financial controls and processes.
Collaborate with other departments to provide insights on financial performance and strategic planning.
Ensure compliance with tax compliance and accounting standards.
Utilize financial software to streamline processes and improve efficiency.
Develop and Lead the finance team in working with clients to provide bookkeeping and tax services.
Qualifications

Bachelor’s degree in Finance, Accounting, or a related field
Proven experience as a Financial Controller or similar role within a corporate environment.
Strong knowledge of financial management principles and technical accounting practices.
Proficiency in accounting software, particularly Xero, or other financial software applications.
Excellent analytical skills with a keen attention to detail for account analysis and reconciliation tasks.
Strong communication skills to effectively collaborate with cross-functional teams.
Familiarity with regulatory reporting requirements is highly desirable.
Join our team as we strive for excellence in our financial operations!

Skills: Bookkeeping, Accounting, Bank Reconciliation, Financial Accounting, Balance Sheet

We are seeking a detail-oriented and experienced Accountant to join our team. The ideal candidate will be responsible for managing financial transactions, preparing financial reports, ensuring tax compliance, and providing insights to support business decision-making. This role requires strong analytical skills, attention to detail, and a solid understanding of accounting principles.

Requirements:

-3 years of experience as an Accountant or in a similar role.
-MUST HAVE US CONSTRUCTION INDUSTRY EXPERIENCE
-Bachelor’s degree in Accounting, Finance, or a related field.
-CPA, CMA, or other relevant certification (preferred but not required).
-Strong knowledge of accounting principles, tax regulations, and financial reporting.
-Proficiency in accounting software (e.g., QuickBooks, Xero, SAP, or similar).

Skills: Tax Accounting, Accounting, Finance & Accounting, Financial Accounting

Record and reconcile 12-18 bank transactions using XERO.
Generate 2024 Financial Reports using XERO.
Closing Books end 2024

Skills: Bookkeeping, Bank Statement, Bank Reconciliation, Accounting, Accounts Receivable, Tax Accounting, Cost Accounting, Accounting Report, Finance & Accounting, Accounting Advisory, Administrative Support, MYOB Administration, Xero, Office Administration, Intuit QuickBooks

* Create invoices. Create invoices based on project milestones, including compiling and formatting travel receipts for reimbursements.
* Regularly create AR reports. Use the reports in the accounting system to generate reports and follow up with the COO or customers as needed.
* Maintain Client/SOW/Invoice database: Create and update Client/SOW/Invoice database as new contracts arrive and invoice dates are updated. Regularly communicate updates to the project teams and respond to internal milestone and billing questions.
* Reconcile bank accounts. Regularly reconcile transactions with credit card and bank accounts.
* Draft financial statements: Create monthly financial statements for review by COO.

Skills: Bookkeeping, Accounting, Financial Accounting, Bank Reconciliation, Microsoft Excel, Xero

Urgently looking for a bookkeeper who is able to dedicate 10-15 hours this week to reconciling 2024 books.

Specifically:

- It appears that Gusto became disconnected from Xero in July 2024. Need to make sure July - December Gusto transactions are imported successfully and mapped according to historical data.

- All credit card payments need to be coded correctly within Chart of Accounts

- Looking to setup rules for common transactions so they are automatically coded to the correct Chart of Accounts

- Looking to remove any Chart of Accounts categories no longer in use

Skills: Bookkeeping, Bank Reconciliation, Xero, Accounting, Balance Sheet

Job Title: Experienced UK Property Development Bookkeeper (Xero Expert)

Description:

We are a UK-based property development company looking for an experienced bookkeeper to join our team. This role is focused on reconciliations, transaction accuracy, and correct classification of financial records.

Key Responsibilities:

Bank Reconciliations & Transaction Checks

✅ Compare bank statements against imported transactions in Xero.
✅ Ensure correct classification of transactions by project and assign appropriate codes.
✅ Oversee and verify data entered by the Finance Assistant to maintain accuracy.

High-Level Bookkeeping & Accounting

✅ Handle bookkeeping tasks requiring professional judgment (e.g., capitalising vs expensing assets).
✅ Record and track property purchases correctly in Xero.
✅ Accrue interest correctly on loans where interest is paid upon repayment.
✅ Depreciate assets correctly in line with UK accounting standards.

Software & Experience Requirements:

✔ Proficiency in Xero (essential)
✔ UK Accounting Experience (property development experience is a plus)
✔ AAT qualification or 5+ years of bookkeeping experience
✔ Strong understanding of capital vs expense classification
✔ Ability to interpret financial transactions accurately

Trial Question:

Your company has purchased a property for £500,000 for development. The purchase involved the following costs:
• A £50,000 deposit paid in cash
• A £450,000 mortgage
• £15,000 in Stamp Duty Land Tax (SDLT)
• £3,000 in legal fees (all related to the purchase)
• £2,000 for a structural survey conducted as part of the acquisition process

How would you record these transactions in Xero? Which accounts would you use? Explain how you would allocate each cost and whether any should be capitalised or expensed.

What This Role Does NOT Include:

🚫 Generating/sending invoices
🚫 Uploading receipts
🚫 Processing director expenses
🚫 Making payments

Our Finance Assistant handles all operational finance tasks.

Hours & Growth Potential:

📌 Initially 1-2 hours per week
📌 Role expected to grow as the company scales
📌 Must be an expert in Xero

If you’re an experienced UK-based bookkeeper looking for a long-term opportunity with a growing property development company, we’d love to hear from you!

Apply now and include your response to the trial question.

Skills: Bank Reconciliation, Bookkeeping, Xero

End of the year financial account. Company house submission filling and HMRC CT600

Skills: Financial Accounting, Intuit QuickBooks, Microsoft Excel, Bank Reconciliation, Intracore Online Solutions coreplus, Financial Reporting, QuickBooks Online, PayPal, Stripe, Xero, Bookkeeping, WooCommerce, CPA, Value-Added Tax, Australian Taxation

We are seeking a seasoned Senior Accountant with extensive experience in Xero and QuickBooks to help streamline our financial operations. The ideal candidate will manage bookkeeping, prepare financial statements, and ensure compliance with regulations. You should be proficient in accounting principles and possess excellent analytical skills. If you have a proven track record in using these software tools and can provide insights to enhance our financial processes, we would love to hear from you.

Skills: Accounting, Bank Reconciliation, Bookkeeping, Accounting Software, Balance Sheet

I'm looking for someone to help me first get setup with a new accounting software. I'm moving from Bench accounting to Xero or Wave, and I would like help making the decision there.

I'm behind on 2023, and 2024. I need help to reconcile my bank account (1 Business account) with

2023 - PayPal for payment processing, paying contractors, and some purchases
2024 - PayPal and Stripe for payment processing, paying contractors, and some purchases.

For context our bank account has a total of around 720 transactions for 2023, and 555 transactions in 2024. All of this needs to be categorized and summarized for my accountant.

Once this is done, I believe we'll be having around 40 to 50 transactions per month that I'll need help with going forward.

I'll need 3 things from you:
- An estimated cost to reconcile 2023, and timeframe
- An estimated cost to reconcile 2024, and timeframe
- Monthly estimate in terms of time and cost

I prefer candidates in Mexico or South America. Please let me know your estimate/timeframe for each of the items above. Thanks!

Skills: Accounting Software, Balance Sheet, Bookkeeping, Accounting Basics, Bank Reconciliation

- knowledgeable of creating and maintaining an Amazon Seller account.
- at least 2 years experience in E-commerce
- knowledge of the Teachable system is a plus
- detail and results-oriented

Skills: Scheduling, Email Communication, Presentations, Canva, Xero, Zendesk, Administrative Support, Kajabi, Social Media Marketing, Customer Support, Teachable

We are seeking a detail-oriented Bookkeeping Specialist to manage our financial records and generate reports for our dashboard updates. The ideal candidate will have experience in bookkeeping and be proficient in using accounting software. You will be responsible for maintaining accurate financial records, reconciling accounts, and producing timely reports. Strong analytical skills and attention to detail are essential for this role. If you're organized and have a passion for numbers, we want to hear from you! you will be overseen and trained by our in-house CFO. Weekly report pulling and dashboard updating.

looking for someone longterm that can grow with out companies.

Skills: Microsoft Excel, Intuit QuickBooks, Data Entry, Bookkeeping, Xero

We have started a new company and are having issues with the IIF file and exporting into QB desktop. We are looking for someone who is knowledgeable in Journal Entries, IIF Files, mapping, and exporting the file to Quickbooks. This is also a union company, so familiarity with union fringe and memo items is a plus.

Skills: Zoho Books, Bank Reconciliation, Financial Audit, Month-End Close Assistance, GAAP, Bookkeeping, Zoho CRM, International Financial Reporting Standards, Management Accounting, Xero, Income Statement, Balance Sheet, Technical Accounting, Account Reconciliation

I'm looking to hire a freelancer to assist with the following:

- Activity statement preparation (BAS)
- Bookkeeping work
- General admin duties
- Preparation tax return and financials preparation (depending on experience)

We use a variety of software, including:

- APS - Central Console , XPA, SyncDirect
- Virtual Cabinet - document filing system
- Practice Protect
- XERO, QBO, MYOB

Skills: Accounting, Xero, Bookkeeping, Bank Reconciliation

Need some help with my Xero can’t find some information I need, I’m pretty sure my previous admin assistant has made some data entry mistakes and I can’t work out how to fix it.

My tax bill seems high for my actual income, but I can’t work out how to generate the report that shows what director drawings have been assigned to me over the last 3 years, also my books are just pretty messy and want them tidied up

Skills: Xero, Bookkeeping

Hello!

Hi I need help on my enterprise accounts and taxation. Its a grocery shop and im pretty lost since its my first year running it. Please submit a proposal/quotation if you're available and interested.

Puvan

Skills: Bank Reconciliation, Chart of Accounts, Accounting Basics, Bank Statement, Accounting Software, Accounting Report, Canva, Xero

A solo tech founder running two lean but growing adjacent companies:

• A bootstrapped SaaS AI platform
• An innovative marketing business focused on marketing technology systems

This is very good opportunity to be part of an innovative, research led r&d tech team that is completely bootstrapped from 0, as I grow out the finance ops side of the venture.

I’m looking for an accountant (freelance or long-term collaborator) who understands the realities of founder-led, highly technological, bootstrapping startups. Ideally a long term partnership that is more ad-hoc yet functional finance for a small startup.

Essential:
• Running director payroll / bonus PAYE (correctly timed for tax/R&D purposes)
• R&D tax credit submission (I can write the narrative, I need help with the financial side + filing)
• Managing dividends + NI contributions efficiently
• Setting up directors employer pension contributions (basic is fine)
• Monthly bookkeeping and bank reconciliation (Xero or FreeAgent; ~50 transactions/mo)
• Help with CT600, year-end, VAT (including international/SaaS/Stripe rules)
• Handling crypto payments (as a method of receiving/paying, not as a tradable asset)
• Support with financial reports for M&A and data rooms (quarterly)
• Compliance & organisation

Who I’m looking for:
• UK-based or very familiar with UK tax and payroll
• Someone who treats finance like a function, for a bootstrapping tech startup, familiar with lean startup methodologies and entrepreneurial mindsets
• Responsive: I prefer back and forth messages over formal messages or calls
• Can flag things before I ask (“Hey, it’s March, time to trigger your bonus if you want R&D + pension to align”)

Who this is NOT for:
• Traditional firms or accountants not familiar with digital technology
• Bookkeepers only. I want strategic thinking + filings. Every saved penny is either a new hire or adds runway to pivot
• People uncomfortable with fast founder energy
• Someone who is excited to work on new tech, like adding a new crypto gateway or a new international FinTech payment method.

Please let me know:
- What you’ve done in R&D / PAYE / SaaS or startup tax
- A rough idea of availability + pricing structure

—
Jacob

Skills: Mathematics, Account Reconciliation, Balance Sheet, Tax Return, Accounting, Financial Accounting, Bookkeeping, Xero, Tax Preparation

Education & Certification
Diploma or Bachelor's in Accounting, Finance, or Bookkeeping
Software & Technical Skills
Proficiency in bookkeeping software (MYOB, Xero, QuickBooks)
Excel skills (Pivot Tables, VLOOKUP, basic formulas)
Knowledge of cloud accounting systems and data entry best practices
Understanding of financial statements and reconciliation processes
Bookkeeping & Accounting Experience
Experience in accounts payable and receivable processing
Bank, credit card, Fixed Assets Depreciation and general ledger reconciliations
Payroll processing and compliance (STP, superannuation, PAYG,basic knowledge on Fairwork or willing to read FW rulings)
BAS, IAS, and GST preparation and lodgment
Regulatory & Compliance Knowledge
Basic understanding of ATO compliance (GST, PAYG, Superannuation)
Soft Skills & Attributes
High attention to detail and accuracy
Strong problem-solving and analytical skills
Organizational and time management skills to meet deadlines
Ethical approach to handling financial data and client information
Other Requirements
Ability to work independently and in a team
Willingness to learn new financial systems and processes
Willingness to work on Australian Time
Willing to be trained and attend trainings as instructed

Skills: Administrative Assistant, Bookkeeping, Records Management, Account Reconciliation

I have past bank recs to be done specially in inter-bank transfers

Skills: Intuit QuickBooks, SAP, Accounts Receivable, Bookkeeping, Financial Accounting, Zoho Books, Phone Communication, Accounts Receivable Management, Xero, Shopify, Stripe, Amazon Seller Central, Odoo

Premier boutique travel firm specializing in curating bespoke private journeys for business and leisure travelers. We are committed to delivering world-class experiences while maintaining financial excellence and sustainability as well. As we continue to scale, we are seeking a strategic Fractional CFO/Accountant to oversee our financial operations, optimize cash flow, and drive long-term financial growth.

Responsibilities

Oversee and manage all financial planning, budgeting, and forecasting.

Provide strategic financial guidance to support growth initiatives and profitability.

Develop and monitor key financial metrics, including cash flow management.

Manage accounting processes, ensuring compliance with GAAP and industry regulations.

Assist with financial reporting, tax planning, and coordination with external auditors.

Optimize pricing strategies, cost structures, and revenue models.

Implement financial systems and tools to enhance efficiency.

Advise on capital investments, fundraising opportunities, and financial risk management.

Qualifications

CPA, CFA, or MBA preferred.

5+ years of experience in financial management, preferably in travel, hospitality, or luxury industries.

Expertise in financial modeling, forecasting, and strategic planning.

Proficiency in accounting software (QuickBooks, Xero) and financial reporting tools.

Strong analytical and problem-solving skills.

Ability to work independently and collaborate with leadership teams.

Experience with sustainability initiatives and ESG reporting is a plus.


Work with an elite travel firm specializing in high-end experiences.

Flexible, remote work environment.

Opportunity to shape financial strategy and impact growth.

Collaborate with a team that values innovation, sustainability, and excellence.

Skills: Accounting, Bookkeeping

About Connect Builders
Connect Builders is a growing construction and facilities maintenance company based in Northern NSW. We specialise in a wide range of projects across the education, government, and insurance sectors, including flood recovery works, commercial maintenance, and specialised roofing solutions. We pride ourselves on delivering high-quality work, maintaining strong client relationships, and building a supportive and professional team culture. Our team uses leading software platforms like Simpro, Xero, and Microsoft 365 to manage projects, streamline operations, and stay connected.

The Role
We’re on the lookout for an experienced Virtual Assistant to join our team as our dedicated Accounts Manager/Bookkeeper. This is a remote role with flexible hours, perfect for someone who enjoys working independently while being part of a close-knit team. You’ll be responsible for the day-to-day financial management of the business and work closely with the Director and our operations team.

Key Responsibilities
• Day-to-day bookkeeping using Xero
• Weekly payroll processing
• Bank reconciliations and maintaining up-to-date financial records
• Preparing and lodging BAS and other ATO requirements
• Managing accounts payable and receivable
• Generating financial reports and cash flow summaries
• Managing invoicing and purchase orders through Simpro
• Collaborating with our operations team to ensure accurate job costing and reporting
• Assisting with end-of-month reporting and budget tracking

What We’re Looking For
• Proven experience working as a bookkeeper/accounts manager for an Australian business
• Extensive experience with Xero and a solid understanding of Australian payroll and GST/BAS requirements
• Working knowledge of Simpro (essential)
• Excellent attention to detail and strong organisational skills
• Ability to work independently and meet deadlines
• Great communication skills and a proactive mindset

What We Offer
• Flexible hours to suit your lifestyle
• Work remotely from anywhere
• Be part of a growing, values-driven company
• Supportive leadership and collaborative team environment
• Long-term, stable role with the opportunity to grow

Skills: Bookkeeping, Data Entry, Accounting, Administrative Support

We are looking at payrolls and Xero is a high contender, we are hoping to find a person to support with this.

Skills: Bookkeeping, Payroll Accounting, Tax Return, Customer Service, Microsoft Excel, Intuit QuickBooks, Xero, Tax Accounting, Microsoft Power BI, SAP Analytics, Tax Theory

Job Title:
ServiceM8 + Systems Implementer – Funnel & Admin Setup for Boiler Installations

Job Description:
I run a plumbing and heating business and I’m building a repeatable sales and admin system for boiler installations.

I’m looking for a systems expert who is confident working with ServiceM8, basic CRM and funnel setup, and can support me in building this over the coming days.

You’ll help implement:
• Online enquiry forms for boiler leads
• ServiceM8 job templates and quote forms
• Email/SMS follow-up automations
• Quote templates with price options
• Funnel steps and customer journey touchpoints
• Basic admin setup: Xero, DEXT, file organisation

Ideal experience:
• ServiceM8 setup (job templates, forms, automations)
• CRM systems / automation tools (Zapier, Google Forms, etc.)
• Trades or home service businesses
• Xero and DEXT

We’ll collaborate closely and communicate frequently through Upwork and any integrated tools available. If we’re a good fit, there may be future projects.

Please respond with:
• Examples of similar work
• Your ServiceM8 experience
• Your hourly rate
• Include the word “Gorilla” so I know you read this

Skills: Marketing Operations & Workflow, Lead Generation, Customer Relationship Management, Project Management, Administrative Support

Can you please help me in understanding the process for filing for 5472 and 1120 for a nil return where no bank account was opened ?

Skills: Intuit QuickBooks, Bank Reconciliation, Bookkeeping, Tax Preparation, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Modeling, Xero, Corporate Tax, CPA, Management Consulting, Intuit Lacerte Tax, Financial Analysis, Account Reconciliation

I'm seeking a professional for an inventory migration project from Old Zoho Books to a New Zoho Books that offers better integration with other tools, particularly with Zoho accounting software.

Key tasks:
- Migrate inventory from Zoho Books
- Ensure seamless integration with Zoho

Ideal candidate will have:
- Proven experience with Zoho Books
- Strong understanding of Zoho accounting software
- Skills in data migration and software integration

Skills: PHP, Excel, CRM, Zoho, Xero

Hi, I'm Ollie.

I'm an educational consultant with a number of revenue streams and partnerships, everything to online courses, in-person trainings, selling books, podcast revenue, etc, etc.

Looking for a highly competent bookeeper and admin person.

This is a job post I'm creating to be able to trial people for this role.

The trial task is here: https://www.dropbox.com/scl/fi/cwkvl3bp8aiyz41sdeq19/OL-Admin-role-interview-tasks.docx?rlkey=4edgt42c4h16b4x6jkabzqt6s&dl=0

Please simply complete this task and charge for your time.

I really look forward to seeing your work.

Thanks so much,

Ollie.

Skills: Bookkeeping, Xero

We need people to write PowerBi Scripts and populate data in dashboard from XERO and MYOB accounts, I also need people who can grab info from excel and add application called MaintainX and one called Procore.


Let me summarise the applications we need to connect the current dashboard to:
1. MYOB - Accounts Right
2. Xero
3. Procore
4. MaintainX (MaintainX provides access to its API. So I can give you a link to its API)
5. Excel
6. Scoro - https://www.scoro.com

We have a large group of companies we are associated with and we want to get data from a range of financial and nonfinancial sources, We have found some connectors and API's so you can fill you in properly.

Skills: Microsoft Power BI, Data Analysis, Business Intelligence, Data Visualization, Microsoft Excel, SQL, Data Modeling, Microsoft Power BI Development, Visualization

I'm seeking a skilled and experienced developer to build a multi-tenant application that integrates with the Xero API to retrieve and store profit and loss reports. My preference for the frontend is React with a FastAPI (python) backend - but these are not dealbreakers.

Project Scope:

The project involves the following key components:
- Xero Integration (OAuth 2.0):
- Implement a robust OAuth 2.0 flow to authenticate users and gain access to their Xero organisations (tenants).
- Utilise appropriate Xero API scopes, including offline_access, to ensure long-term access.
- Securely store access and refresh tokens in a database.
- Develop a multi-tenant architecture, ensuring correct mapping between users and tenants.

Database Setup:
- Design and implement a database schema to store:
- Access and refresh tokens.
- Tenant and user information.
- Profit and loss report data.
- Choose and implement a reliable database solution - my preference is a relational database hosted on Azure but I again am open to suggestions.

I can help a fair bit with this step, it's mainly the token storage that I need help with

Reports/Profit & Loss API:
- Utilise the Xero Reports API to retrieve profit and loss reports.
- Implement backend logic to write retrieved data to the database.
- Handle API pagination and error management.
- Adhere to Xero API rate limits.

User Interface:
- Develop a basic UI to:
- Display connected Xero tenants.
- Show data extraction progress and status for each tenant.

Refresh Token Management:
- Implement logic to refresh access tokens using refresh tokens.
- Schedule monthly background processes to automatically refresh reports.
- Handle token expiry and implement robust error handling.
- Securely store refresh tokens.

On Logon Data Pull:
- Upon user logon, the application must pull the latest profit and loss data from Xero, and store it into the database.

Deliverables:
- Functional web application integrated with the Xero API.
- Well-documented code and API endpoints.
- Database schema
- Deployment instructions
- Secure storage of all tokens

Project Timeline:
- Please provide your estimated timeline for completing this project.

I look forward to receiving your proposal!

Skills: Database, Python, API, Xero, OAuth

We are a well-established 3D visualisation studio based in the UK (almost 10 years in operation), working primarily with architects and interior designers, most of whom are located in London.

At any given time we’re managing around 20 active projects, each typically lasting around two weeks.

We’re currently looking to bring on a part-time Finance Manager to take charge of our invoicing and accounts receivable processes. Please note, this role does not involve managing outgoing payments or payroll.

Your primary responsibility will be ensuring that clients are invoiced promptly and that payments are followed up with diligence and professionalism.

- Invoicing: this will be your main task. You’ll be responsible for creating and issuing invoices promptly using our current tools (we use Xero and track in google sheets).

- Hours: 2–5 hours per week (ongoing)

- Availability: while the workload is relatively light, it’s essential that you’re available on a regular basis, ideally across most weekdays. If you’re only available Tuesday–Thursday, for example (like our current FM), it can be challenging for us if we need something reviewed on a Friday and have to wait until the following Tuesday.

- Payment chasing: Automated email chasers are no longer working effectively. We need someone who can manually follow up on unpaid invoices, track progress clearly, and help maintain healthy cash flow.

- Tracking: All activity is tracked in a shared Google Sheet for easy oversight.

- Phone call follow-ups: applicants who are willing to follow up with clients via phone will be given extra consideration. We’ve found phone calls to be effective in the past, and we have a company account available for this purpose.

- Team support: you’ll work alongside our existing accountant, and the person currently managing this role (who will be transitioning out due to limited availability) will be available to train you during the handover period.

Ideal candidate:

- Experienced in invoicing and accounts receivable, preferably in a B2B environment with high-value clients.
- Understands the importance of prompt communication, discretion, and client confidentiality.
- Familiar with Xero, Google Sheets, and general accounting workflows.
- Proactive, reliable, and not afraid to pick up the phone when needed.
- Available for consistent, ongoing work throughout the week (not just limited days).

Please share a brief overview of your relevant experience, your general availability during the week, and confirm whether you are comfortable following up via phone if needed.

We look forward to finding the right person to support our team in this crucial role.

Thank you for your interest.

Skills: Accounts Receivable, Xero, Google Sheets

We're building a SaaS MVP similar to Fireflies.ai or Otter.

We need a developer (or small team) to build a system that:
• Joins Zoom or Google Meet calls live
• Transcribes the audio in real time
• Extracts structured insights from the transcript (e.g. client needs, software, deadlines)
• Populates internal forms and triggers sales nudges

This is for a vertical SaaS product that turns client meetings into actions and proposals without manual notes.

What We Need:
Core Responsibilities:
• Set up OAuth integration (Google Calendar + Zoom)
• Build a headless browser bot (e.g. Puppeteer) to auto-join meetings
• Stream meeting audio to a real-time transcription engine (e.g. AssemblyAI or Deepgram)
• Process transcript in real time using OpenAI GPT-4 API
• Extract structured data (client name, pain points, service needs)
• Push that data into a simple dashboard (React/Next.js) and/or trigger actions (e.g. send email/slack/CRM updates)

Skills Required:
• Strong with Node.js or Python (Flask/FastAPI)
• Experience with Zoom API, Google OAuth, and calendar access
• Familiarity with Puppeteer or Playwright for headless browser automation
• Used real-time speech-to-text APIs (AssemblyAI, Deepgram, or GCP)
• Hands-on with OpenAI API (GPT-4) – structured prompts, JSON output, function calling
• Frontend basics (React or Next.js) to build a clean, functional UI
• Bonus: Worked on any AI notetaker, virtual assistant, or transcription tool

MVP Scope:
• OAuth connection to Google + Zoom
• Bot joins call + transcribes in real time
• AI parses live transcript + fills out internal form (JSON or DB)
• Basic dashboard to show call summary + extracted info
• 1–2 live triggers (e.g. “Client mentioned Xero → send follow-up nudge”)

Skills: AI Agent Development, AI Bot, OpenAI API, Python, API, Node.js, React, OAuth