Unlock Xero Freelance Opportunities Effortlessly

Hello!

We are Tomruk Sauna & Jakuzi, a growing wellness brand based in Türkiye, offering premium saunas, cold plunges, and hot tubs. As our business expands, we are looking for a part-time accountant who can support us with financial tasks and ensure our records are well maintained.

Currently, our accounting workload is light, so we are seeking someone who is open to starting on a part-time basis, with the possibility to grow the role over time as the business develops.


Key Responsibilities:

Maintain accurate financial records and bookkeeping

Manage invoices and expense tracking

Reconcile bank statements

Prepare monthly financial reports

Advise on tax-related issues (especially relevant to the Turkish market is a plus, but not mandatory)

Communicate with our team when clarification is needed


Ideal Candidate:

Experience in small business accounting

Proficient in tools like Excel, Google Sheets, and accounting software (e.g., QuickBooks, Xero)

Strong attention to detail

Good communication skills

Familiarity with Turkish accounting standards is a plus, but not required

Able to work independently and flexibly


Position Details:

Workload: Part-time (flexible hours)

Remote work

Long-term potential


If you’re organized, reliable, and want to grow with a meaningful brand in the wellness industry, we’d love to hear from you. Please apply with a brief note about your background and relevant experience.

Book keeping, account reconciliations, data entry as needed,

Looking for a reliable and detail-oriented bookkeeper. The role includes managing day-to-day transactions, reconciling bank statements, categorizing expenses, and generating financial reports.
Requirements:
• Strong experience with QuickBooks Online
• Solid understanding of accounting principles
• Ability to meet deadlines and communicate clearly
• Prior experience with small to medium-sized businesses is a plus

Accountancy Integrations Specialist

Location: Remote | Type: Full-time | Start Date: ASAP


⸻

About Us

At Williams, Stanley & Co, we’re rethinking how finance works in the hospitality industry. From automated payroll (Teampay) to real-time insights (WS Insights) and smart AP (AutonomousAP) — our products simplify the back office so operators can focus on what matters.

We’re building tools that integrate deeply into the systems our clients already use — like Xero, NetSuite, Neon, and EPOS platforms — and we’re looking for someone to help us lead that charge.

⸻

The Role

We’re looking for an Accountancy Integrations Specialist to take full ownership of our Dynamic Integrations project — the engine that connects our products to a growing ecosystem of accounting software, payroll systems, and EPOS platforms.

This is a hands-on technical role. You’ll work closely with our Product Manager, engineering team, and clients to plan, build, test, and maintain rock-solid integrations using Python (Flask/Django) and modern API standards.

If you’ve ever looked at an ugly CSV export and thought “surely this could be an API” — we want to hear from you.

⸻

You’ll Be Responsible For
• Leading the development of integrations between our platform and tools like Xero, NetSuite, QuickBooks, and Sage.
• Building and maintaining real-time integrations with EPOS systems (e.g., Zonal, Vita Mojo, Tevalis) and our Neon database.
• Designing robust data pipelines and sync mechanisms that ensure financial accuracy and auditability.
• Writing clean, well-documented code in Python (Flask or Django) and helping shape our integration framework.
• Working closely with Product and Ops teams to prioritise features and ensure we’re solving real-world client problems.
• Monitoring, debugging, and improving integration reliability.
• Contributing to internal tooling that makes integrations easier to build and support.
• Staying on top of API changes, best practices, and system migrations (especially with third-party platforms).

⸻

Requirements
• Solid experience with Python (Flask or Django preferred).
• Prior exposure to accounting software APIs — ideally Xero, NetSuite, or similar.
• A good grasp of REST APIs, webhooks, auth flows (OAuth 2.0), and common integration patterns.
• Understanding of accounting principles and hospitality finance workflows (invoices, journals, payroll, etc.).
• Comfort working with relational databases (PostgreSQL preferred) and reading existing schemas (like Neon).
• You care about data integrity, traceability, and making finance teams’ lives easier.
• You’re happy juggling legacy fixes while building new features and scalable frameworks.

⸻

Bonus Points For
• Experience with EPOS platforms and how they structure sales, tips, and payments.
• Familiarity with Xero journal posting, NetSuite custom fields, or API rate limiting gotchas.
• Ability to build lightweight internal dashboards or tools to monitor integration health.
• Some DevOps experience (deployments, environments, monitoring, etc.).

⸻

Why Join Us?

You’ll be joining a team that’s quietly redefining the finance stack for hospitality. We’re ambitious but grounded, fast-moving but thoughtful. You’ll get:
• Ownership of a core business-critical product area.
• Flexibility, autonomy, and space to build things properly.
• A smart, supportive team that values clarity and shipping good work.
• A chance to influence the future of accounting tech in a space that needs it.

⸻

How to Apply

Send your CV, GitHub (if relevant), and a short note on why this role caught your eye. If you’ve built or integrated anything with Xero, NetSuite or EPOS APIs — even better, show us!

I'm seeking a part-time bookkeeper for my SaaS company, proficient in QuickBooks.

Key Responsibilities:
- Manage accounts receivable and accounts payable
- Perform regular reconciliations
- Generate financial reports weekly

Ideal Skills & Experience:
- Experience with QuickBooks is a must
- Strong background in bookkeeping for SaaS or tech companies
- Ability to deliver accurate reports on time

Looking for someone reliable and detail-oriented to help maintain our financial health.

Skills: Accounting, Intuit QuickBooks, MYOB, Bookkeeping, Xero

I am setting up a start up cosmetics business and need configuration around the chart of accounts, monthly book keeping for only a small number of transactions per month (less than 10), budget planning, forecasting, loans and tracking.

Description:
We are a start-up seeking a Hong Kong-based, experienced, and detail-oriented bookkeeper to support our project by organizing and documenting expenses in a tidy, well-structured manner. The goal is to ensure all financial records are accurate, up-to-date, and ready for submission to an auditor.

Responsibilities:
- Organize and categorize all project-related expenses.
- Create and maintain detailed financial records in a clear, accessible format.
- Ensure expense documentation complies with local auditing standards and regulations.
- Have files ready for auditor to review

Requirements:
- Proven experience in bookkeeping, preferably for start-ups or project-based work.
- Proficiency in bookkeeping software (e.g., QuickBooks, Xero, or similar) and Excel/Google Sheets.
- Strong organizational skills and attention to detail.
- Familiarity with Hong Kong financial reporting and auditing requirements preferred.
- Excellent communication skills for collaboration and clarifying requirements.
- Ability to work independently and meet deadlines.

Project Timeline:
This is a short-term project with the potential for ongoing support, depending on performance and need.

If you’re a reliable bookkeeper (preferably based in Hong Kong) who thrives on creating order out of chaos and enjoys working with start-ups, we’d love to hear from you!.

We’re Otto Media, a fast-growing digital marketing agency based in Australia. We’ve already set up our ClickUp environment (spaces, folders, lists, and core templates), and our team has the knowledge and structure of the workflows we want in place, and how we want it to work.

But here’s the challenge:
We're struggling with time to finish building out our ClickUp workspace.

We need someone to bridge the gap between our knowledge and an organised, scalable system inside ClickUp.

What We’re Looking For:

A ClickUp expert who can:
• Ask the right questions to extract the processes from our internal team.
• Attention to detail is a must.
• Design and build workflows, automations, templates, and custom fields that suit our operations.
• Translate some more vague ideas plans like “we need an onboarding checklist for SEO clients, here's the list we have currently” into clear, structured ClickUp lists and templates complete with automations and AI agents where useful.
• Create intuitive, scalable processes that our team can use daily with minimal confusion.

Bonus Points If You:
• Have working knowledge of digital marketing, especially:
• SEO
• Google Ads
• Digital PR
• Website builds (WordPress, Duda, Shopify, etc.)
• Understand the types of recurring tasks and deliverables typical in a digital agency.
• Have built out ClickUp systems for other service-based or creative teams.

Why This Role Matters:

We’re scaling fast, and without the right systems in place, we’ll be stuck in chaos. You’ll play a key part in helping us grow efficiently by turning our internal know-how into repeatable, streamlined workflows.

Project Scope:
• Initial audit and recommendations
• Workflow consultation sessions with our team (we provide the knowledge, you structure it)
• Build out all recurring task templates, automations, dependencies, etc.
• Ongoing support possible if there’s a great fit

Tools We Use:
• ClickUp (obviously)
• Gmail, AHRefs, ChatGPT, SurferSEO, Duda, Xero, Agency Analytics (although specific knowledge of these is not necessary)
• Our service offering includes SEO, PPC, PR, and web design – familiarity with the general flow of these services is helpful.

You’ll Be a Great Fit If You:
• Are a self-starter who doesn’t need micro-managing.
• Can take an idea or description and turn it into a polished workflow.
• Communicate clearly and proactively.
• Have examples or case studies of past ClickUp setups you’ve built.

How to Apply:

When applying, please:
1. Share examples or screenshots of ClickUp work you’ve done (client details can be anonymised).
2. Mention if you have experience working with digital marketing or creative teams.
3. Tell us how you typically go about translating a client’s needs into workflows.

Looking forward to building something great with you!

We are an AI-powered SEO agency with a global team of 30+ professionals, including top 1% SEO experts.

We are hiring a freelance Bookkeeper to support the development and implementation of our internal finance processes.

You’ll work closely with our Finance Lead to clean up historical data, transition to a more scalable setup, and take ownership of day-to-day bookkeeping and financial operations.

You’ll be responsible for ensuring our books are accurate, reconciliations are done on time, and financial data is always audit-ready.

This is a part-time, ongoing contractor role with flexibility — ideal for someone who enjoys structure, systems, and detail.

- Support the initial financial restructure and data clean-up across Xero, Stripe, PayPal, Wise, and bank accounts
- Assist in implementing a new chart of accounts and tagging system for better reporting
- Reconcile historic transactions and organize legacy data
- Raise invoices to customers in a timely, structured manner and ensure revenue is recognized accurately in accordance with GAAP
- Maintain daily bookkeeping tasks, including categorizing income and expenses
- Manage contractor invoices and track payments
- Reconcile bank and payment accounts on a regular basis
- Assist in monthly close: ensuring books are complete, tagging prepayments and accruals, and highlighting discrepancies
- Export reports and summaries for leadership or accountant as needed
- Ensure smooth operation of automations, tagging, and workflows in Xero
- Help prepare insights on cash flow, costs by client/service line, and profitability metrics
- Maintain accurate financial records across multiple currencies

What We’re Looking For

- Proven experience as a bookkeeper (ideally for a remote, global, or service-based business)
- Proficiency in Xero, Stripe, PayPal, Wise, and Google Sheets
- Experience working in multi-currency environments
- Strong attention to detail and sense of ownership — you catch inconsistencies early and take pride in clean books
- Skilled at reconciliation across systems — you ensure data in Xero matches what's in Stripe, bank, and payout systems
- Able to keep books updated in near real-time so they remain the single source of truth for all reporting
- Comfortable working independently, communicating proactively, and flagging blockers early
- Understanding of best practices in bookkeeping hygiene, compliance, and scalability
- Someone who’s not afraid to get their hands dirty, enjoys building from scratch, and takes full ownership of their domain

About the Role

I run a small UK-based accountancy firm and am looking for a freelance bookkeeper to support me with 2–3 hours of work per week, with flexibility depending on workload. This is an ongoing, part-time position. You will work remotely, and the work can be done asynchronously to UK business hours.

This is a freelance role, so you are expected to manage your own taxes, compliance, and professional training. We provide on-the-job training for our internal tools and workflows but do not fund or provide training for formal qualifications such as AAT or ACCA.

Key Responsibilities:
Bookkeeping using Xero (required)
Bank reconciliations
Invoice and receipt entry
Matching transactions to statements
File organisation in OneDrive
Occasional communication via Teams

Tools We Use:
Xero (essential)
Microsoft Excel
Microsoft OneDrive
Microsoft Teams


What We’re Looking For
At least 2 years’ experience in UK-based bookkeeping
Comfortable with Xero (certification ideal but not required)
Knowledge of UK VAT rules (you won’t file returns, but should understand the basics)
High attention to detail and accuracy
Fluent written and spoken English
Reliable internet and secure working setup
Trustworthy, discreet, and able to handle client-sensitive data


How to Apply
Please send:
Your CV
Your expected hourly rate (in GBP or USD)
At least one reference from a UK-based client (if available)
Shortlisted applicants will be invited for a short video interview and a brief test task.

We look forward to working with someone professional, motivated, and flexible.

• Explain the previous experience you have using Xero
• What day of the week and times would you work on this?
• Have you had experience with UK VAT and UK accountancy firms before?
• Tell me a little bit about yourself
• Please list any certifications related to this project

Hi,

We need a bookkeeper to help us balance our books on quickbooks and help us plan our budget month to month. We need someone reoccurring. We have a professional accountant that we work with but we need someone to work with on a weekly basis.

I am looking for a skilled bookkeeper to efficiently manage the accounts of two businesses using Xero (UK) and Holded (Spain). The ideal candidate will have a strong background in bookkeeping and will be responsible for maintaining accurate financial records, reconciling accounts, and generating financial reports. You will be required Familiarity with both accounting software platforms is essential. If you are detail-oriented, organised, and can work independently, we'd love to hear from you! Reliability and responsiveness are absolutely key. You must be able to commit to responding and raising invoices within 24 hours. You must also be able to remind me what needs chasing and ensure I stay on top of my accounts.

I have e commerce store which based in Turkey can you help me with filing all the requirements and files to harm and my all taxes ? Im based in Turkey and ı have a Turkish company and ı would like to make a great structure between of them.

We are seeking a skilled accountant to set up accounts and manage historical loan information.

- Will need to work with me to set up a new and expanded chart of accounts in Xero, including tracking for specific financial instruments, revenue categories, and breaking out income into segments (interest income, principal payment income, short term and long term realized capital gains, etc) by account or financial instruments etc
- Will need to manually reconcile transactions for 2024 and 2025
- The candidate will need to be familiar with gaap and ifrs as the company is in Barbados but is a subsidiary of a us holding company
- Once accounting data has been inputted to present day, the books will need to be maintained on an ongoing basis. Unfortunately Barbados does not accommodate bank integrations so bank activity has to been uploaded in a csv file.

Location: Remote
Commitment: 1–2 hours/month to start, with potential to scale.

Software:Xero

About the Role:

We are seeking a proactive and experienced Fractional CFO to help lay the financial foundation of a growing business. This is a long-term opportunity that starts as a consulting/advisory role and will gradually evolve into a more involved leadership position as the business scales.

In the early phase, you will work closely with the founder to provide high-level financial insight and assist with setup tasks, including basic financial systems and workflows. As the business grows, your role will expand to include bookkeeping, financial reporting, forecasting, and strategic financial leadership.

Responsibilities:

Phase 1: (Initial Setup & Consulting – 1–2 hours/month)
• Meet with the founder 1–2 times per month to advise on financial structure
• Help set up essential financial systems, tools, and processes
• Guide the founder on basic financial tasks (e.g., cash flow tracking, budgeting)
• Provide strategic financial advice aligned with business goals

Phase 2: (Transition Phase)
• Begin handling regular bookkeeping and financial recordkeeping
• Ensure compliance and organization of financial documents
• Help prepare the business for growth and potential fundraising

Phase 3: (Expanded Role as Business Grows)
• Provide ongoing CFO-level insight and reporting
• Oversee budgeting, forecasting, and financial planning
• Advise on financial strategy, pricing, and profitability
• Work closely with the founder to drive financial health and scalability


Ideal Candidate:
• Proven experience as a CFO, controller, or financial consultant (fractional or full-time)
• Strong background in setting up small business financial systems
• Comfortable working with founders on a tight budget and growing workload
• Knowledgeable in QuickBooks, Xero, or similar platforms
• Strong communication skills and ability to explain financial concepts clearly
• Entrepreneurial mindset and adaptable to evolving needs



Compensation:
• Hourly consulting rate to start (based on experience)
• Opportunity to scale hours and scope over time as the business grows.

Living Oceans, an Australian-based sustainable aquarium company, is seeking an experienced Shopify developer with proven expertise integrating Xero and PayPal to streamline financial operations.

We require a robust, end-to-end integration that ensures:

Shopify and PayPal sales transactions are automatically synced into Xero
Automated invoice creation in Xero with consistent line items, product/service codes, and tax settings
PayPal transaction fees and GST correctly itemised and reconciled against invoices
GST (10%) applied accurately across all sales
Integration must support multi-payment source automation, including identifying payment method (Shopify Payments, PayPal, Afterpay) in Xero
All bank feed entries auto-matched to invoices and fees, including handling fee deductions and net payouts
Clean, auditable mapping for accounting and BAS purposes

Key Requirements
Demonstrated experience with Shopify-Xero integrations (please provide example projects or clients)
Deep understanding of Xero’s API and PayPal’s transaction architecture
Skills in handling tax/GST requirements

Ability to write clean, documented code or configure existing tools for reliability and minimal maintenance

Must support Living Oceans team through testing and ensure successful handoff

Deliverables
Live, tested integration across Shopify, PayPal, and Xero
Reconciliation-ready financial records in Xero
Setup documentation and automation logic diagrams

• Must demonstrate similar examples of Shopify and Xero integrations

We’re Breadcounter, a new kind of accounting firm for internet entrepreneurs. Our clients are creators, e-commerce founders, ad agencies, and consultants. We’re growing fast and looking for our first dedicated accountant to help us deliver world-class support with a personal touch.

This isn’t your typical back-office role. We’re looking for someone who wants to grow with us, who can take ownership of client relationships and evolve into a leadership role as the team scales.

What You'll Do:
- Manage bookkeeping and reconciliations in Xero
- Support monthly financial reporting and forecasting using Fathom or similar tools
- Answer client requests and serve as a day-to-day point of contact
- Collaborate with other team members (tax, strategy, admin) to keep clients happy and supported
- Help us build processes as we grow — we’ll look to you for ideas and improvements

What We're Looking For:
- Strong experience with Xero (must-have)
- Great written and verbal English skills as this is a client-facing role.
- Organized, detail-oriented, and proactive - you follow up and don’t let things fall through the cracks
- Experience with Fathom or similar forecasting tools (a big plus)
- Familiarity with Canopy, or other practice management tools (nice to have)
- Experience working with e-commerce brands, content creators, or ad agencies (bonus points)
- Basic U.S. tax knowledge (extra bonus points)

Why Work With Us?

- We’re building a modern, anti-traditional firm that's lean, tech-forward, and client-obsessed
- You’ll work directly with the founder (me) and grow as we scale
- Future leadership opportunities for the right person
- Long-term vision: build a remote-first team and invest in your growth

Compensation
- $700/month for 20 hrs/week (part-time to start)
- Full-time opportunity ($1,400–$1,600/month) after 60 days based on performance
- Potential performance bonuses after 6 months

To Apply:
- Start your proposal with: “Hey Chris, I’m your future Accountant.”

Then tell me:
- Your experience with Xero and working with U.S. clients
- Any forecasting, tax, or niche experience you bring
- Why this role excites you

Let’s build something great together.

Hey there, we have a number of Canadian small business clients that we service as an outsourced finance department and we're looking for someone who enjoys being part of a team, and is Certified in using Xero or Quickbooks Online (or both) as an accounting application.

• Are you located in Canada?
• Describe your recent experience with similar projects
• Please list any certifications related to this project
• Describe your proficiency with Microsoft Excel (pivot tables, macros, etc.)

We are seeking an experienced bookkeeping specialist to manage and track financial transactions for our B2B agency. The ideal candidate will have a strong understanding of financial principles and bookkeeping practices. Responsibilities include maintaining accurate financial records, preparing financial reports, and ensuring compliance with accounting standards.

We need you to construct financials from 2024 and bring our books current. We use Xero and have some bank integrations, but you may need to do some of this manually, using pdf statements for certain accounts that cannot be integrated into Xero.

We also have 3 sub-LLCs that will need books/financials, but those are less complex.

I’m Chris, founder of Breadcounter, a high-growth accounting and advisory firm for internet entrepreneurs. We help e-com brands, content creators, agencies, and founders get clarity on their numbers so they can scale with confidence.

I’m looking for a right-hand operator who can keep my world organized while helping us scale. This isn’t your average assistant role. You’ll be part Chief of Staff, part EA, part Creative Ops. You’ll help me stay focused on high-leverage work while you handle ops, marketing coordination, client experience, and more.

What You'll Be Doing

Executive Support
- Keep my inbox, calendar, and CRM (HubSpot) clean, organized and current.
- Help me prep for meetings, stay focused, and execute what matters most
- Track travel plans, monthly revenue goals, team actions, and deadlines

Operations & Hiring

- Build and improve SOPs, client onboarding workflows, internal systems
- Coordinate with contractors, help with team onboarding, and hiring support
- Familiarity with Asana or Canopy is a big plus

Creative & Marketing Support
- Light photo/video editing for Instagram, TikTok, or LinkedIn content
- Draft and manage a content calendar
- Use Canva, PowerPoint, and other tools to help design slides, pitch decks, Zoom backgrounds, and client-facing materials
- Help launch and manage our Discord community and support a social club we're building

Tools You’ll Use
- Slack, Notion, Asana, G-Suite, HubSpot, Xero, Canopy (basic familiarity is helpful), Canva, Descript, AI tools like ChatGPT
- Bonus if you have working knowledge of Google Ads, Facebook Ads, or social media growth strategies

What I’m Looking For
- Excellent English communication skills (Spanish is a bonus)
- Obsessed with organization, detail, and problem-solving
- A jack-of-all-trades mindset - you’re comfortable wearing different hats
- Familiarity with the world of online business, creators, or agencies
- Experience supporting founders, CEOs, or high-performing consultants
- Reliable, loyal, and ready to grow with the firm

Growth Path

- This is a startup environment, and the right person will grow fast. You’ll start with 20 hours/week and move into full-time (40 hours/week) within 60–90 days based on performance.

To Apply
Start your proposal with:
“Hey Chris, I thrive in chaos and turn it into clarity.”

Then tell me:
- Your favorite digital tools and what you use them for
- An example of how you helped someone stay organized and ahead
- One skill you have that most EAs don’t and how you’ve used it

I'm seeking an ERPNext expert to help improve system efficiency.

Please provide examples of previous work and relevant certifications.

Skills: PHP, Accounting, SAP, Moodle, Xero

Hello,

looking for an experience e-commerce bookeeper on Xero platform, this is for a new business, need to reconcile a months worth of transactions and set the account up from scratch.

Also set up a P&L template and balance sheet

thank you

Hi! My name is Cody Cuvillier. I run a vacant land investing business in the United States. For the past few years, we have been doing our own bookkeeping on Xero. However, the business is expanding and we can no longer focus on the accounting and bookkeeping aspect.

Our business is a little different than a typical real estate business. We buy and sell parcels of land, but most of our sales are on terms. So, we receive monthly payments for properties over a few months up to 10 years. Sometimes buyers pay more than the monthly payment, they miss payments, and can even default. We receive payments through ACH, credit cards, checks, and money orders. We also operate in multiple states with different tax rules, so we need to be able to differentiate income from each state.

We are looking for a bookkeeping VA who can grow with our business. Since our business is a unique niche, we understand that we may have to educate a bookkeeper on the process. We have an educational course that will allow for a smoother transition into this bookkeeping niche.

Please let me know if you are interested in being a part of our business. I anticipate this role requiring 3-5 hours per month.

We are seeking an experienced professional to manage our accounts receivable and debt collection processes. The ideal candidate will have expertise in Xero for reconciliation and a strong understanding of spreadsheet management. Your primary responsibilities will include tracking outstanding payments, communicating with clients about debts, and ensuring accurate records in our accounting systems. If you are detail-oriented, organized, and have a proven track record in debt collection, we want to hear from you!

• Describe your recent experience with similar projects
• Please list any certifications related to this project

My client, a manufacturing startup, is seeking a skilled bookkeeper to assist with the initial setup of QuickBooks Online or Xero and provide ongoing bookkeeping services.

Overview
A manufacturing startup is preparing to launch a line of specialized tools for skilled trades. The company is in the very early stages of standing up operations and are seeking a bookkeeping partner to help us establish a strong financial foundation from day one.
This Request for Proposal (RFP) outlines the scope of work and evaluation criteria for identifying a qualified bookkeeper (or accountant) who can support both setup and ongoing financial operations.

Project Goals
-Establish and configure a cloud-based accounting system (QBO or Xero) tailored to our operational structure
-Provide reliable and responsive monthly bookkeeping services
-Ensure smooth integration of accounting system with eCommerce, inventory, and CRM platforms
-Provide general financial support and coordination as the business grows

Scope of Services
1. Initial Setup (One-Time)
-Configure QuickBooks Online or Xero from scratch
-Set up chart of accounts, products, tax rules, expense categories, and bank feed
-Migrate/import any historical data banking/credit card data
-Recommend and implement best practices for cash-based product companies
-Provide training/overview for founder and other key personnel

2. System Integrations
-Assist and advise with connecting:
WooCommerce (or equivalent eCommerce platform)
Stripe (for payments)
Katana or Zoho Inventory (OMS/IMS)
CRM system (likely HubSpot)
Provide guidance on how data will flow and how best to reconcile reports

3. Ongoing Bookkeeping (Monthly)
-Categorize transactions and reconcile accounts
-Record COGS and journal entries as needed
-Track income and expenses by product/category
-Provide monthly financial reports (P&L, Balance Sheet, Cash Flow)
-Assist with quarterly/year-end reporting and communication with tax professionals

Future Services:
-Payroll integration (e.g., Gusto or other)
-Sales tax filings
-Budgeting and forecasting
-Advisory for capital expenditure and manufacturing costs

Timeline:
We are seeking to engage a vendor by early June 2025, with initial setup to be completed by end of June. Ongoing services would continue on a monthly basis thereafter.

Proposal Requirements:
Ideally, proposals should include:
-A brief overview of you/your firm and experience
-Your recommended approach to onboarding and integrations
High level estimated pricing for:
-One-time setup
-Monthly services
-What platforms you have experience integrating with (WooCommerce, Stripe, Katana, QBO/Xero, etc.)
Collaboration Expectations
-You'll work closely with the company's consulting partner, TRS Planning, to ensure alignment with our broader system rollout.
-Clear communication and timely responsiveness are critical

• Have you set up QuickBooks Online or Xero from scratch for a product-based company? If yes, briefly describe the setup process and key decisions you guided.
• Do you have experience working with businesses that sell physical products online (e.g., via WooCommerce or Shopify)? Please describe the accounting considerations specific to product sales and inventory.
• What experience do you have integrating QBO or Xero with tools like Stripe, WooCommerce, Katana, or HubSpot? If not directly, how comfortable are you working with systems that feed data into accounting tools?
• If a system integration (e.g., Stripe to QBO) isn’t working as expected, how would you go about troubleshooting it?
• Please list any certifications related to this project

Bookkeeper Needed - Xero Bookkeeping - $300 flat rate to catch up 3 years of Xero (2021 and 2022 is mostly completed, and 2023 is not at all)

Hiring a Bookkeeper for 3 years of cleanup to help me be able to file taxes with CPA. I got so behind after Covid and inflation and was overwhelmed and backed up but finally mentally and physically back in action.

Need approx 2 years of Xero reconciliation work done to get the books presentable enough for my CPA so he can get the tax returns processed and submitted. He has most of the info for 2021 and 2022 but has requested final year-end statements on each of the credit cards in the account but I can't seem to find that. He thinks most of the credit cards disconnected and many are inactive so I was having a hard time importing those logs.

But 2023 and 2024 pretty much has nothing prepared. I'd like to get everything reconciled for 2021 and 2022 so he can finish that off and then also complete 2023. Then after we get all that done we can open up a new job to catch up for 2024 one time payment. Then close that job and begin a monthly contract for 2025 each month to work together long term.

My thought is perhaps you can review 2019 and 2020 which should be cleaner and categorized properly and batch apply similar transactions to make it less time intensive. A lot will require manual care and attention however there are probably patterns of expenses and revenue items that we could lump and bulk / batch process to make it not as cumberesome.

*Work remote/virtual
*Know Xero & Google Sheets
*Reliable communication
*Timely delivery
*Meticulous

For the short term finish off 2021 and 2022 job I'm looking to hire someone to do it for a flat rate of $300.00 and have it done within 5-7 days to have the 2021, 2022, and 2023 ready for my bookkeeper.

For the ongoing work mentioned below, it would be a monthly stipend payment of $200 per month based on experience/fit if hired for the long term,

INFO ON A LONG TERM JOB IF YOU DO GOOD FOR ME I WOULD LIKE TO DEPLOY YOU MONTHLY TO DO MY BOOKS. 2025 I HAVE BEEN DOING A GOOD JOB OF TRACKING INCOME ITEMS.

In need of a reliable, responsive, timely, and thorough bookkeeper with expertise in Xero to head up my small business’s daily transactions reconciliation, assign purchases/expenses to specific categories, record/organize sales/camp signups to specific custom categories, and manage POs.

My company conducts instructional sports camps for American football kickers and punters in various states across the country, and we are based in Texas. We also have a few coaches in different states that administer private lessons/training. The majority of the business is service-based, but we do sell a few products on our website and Amazon such as a DVD and Book, and some branded apparel.

To help track, optimize, and gain business intelligence on revenue, expenses, cash flow, camper signup increase/decline, etc., it’s important to have all information recorded properly to each category and tagged to custom categories - such as specific camps to be able to track # of attendees for each event, and also be able to run custom reports to see the health of the business and spot weaknesses and strengths and what needs to improve so that we can continue to grow.

The communication between me and the former bookkeeper has been via email, with very occasional phone calls. I add obscure purchases with notes in Xero mobile and email anything that needs explaining/clarification. Occasionally she would email a small list of any transactions she’s unsure of that need categorizing, but most transactions have become expected and obvious how to categorize.

The end game is for me to hire an ongoing Xero Bookkeeping (but do need immediate help for this backlog and am ok with hiring an individual or small team of 2 people to batch through this backlog and get me to a point where we can present the books for the prior 2 years to the CPA for filing of the tax returns)

For ongoing future work I'd want everything detailed by category and reports done at the micro level as mentioned below but for this catch up / backlog job I'm ok with batch reconciling by category and keeping things more broad.

Should be experienced with PayPal (our payment processor) transactions, WordPress/WooCommerce (to review order logs - although we are moving to SHOPIFY starting by the beginning of December), and Google Sheets (our rendered services log and camp by camp summary sheet). I need a reliable partner to help keep my business organized and take the stress off part of the financial burden of running a company, so I can focus more on actual coaching and marketing.

My former accountant & bookkeeper estimates the work to be between 10-12 hours per month, and there is some seasonality to the business where 3 months a year things are very slow, 5 months a year there are many more transactions and the other 4 months a year are moderate. Most of the year it's a consistent volume of transactions, with consistent types of income amounts typically $300 and $450 transactions (from our camp registration) paid either in full or a 50% payment with the balance due at/before camp, and our private lessons which are typically in $100 payment increments). There are approximately 6,000 total transactions per calendar year spread across 5 accounts (Website, PayPal, checking, 2 credit cards). I can provide read-only quick access to Xero if we decide there's a mutual fit after talking so you can peruse and see if this is something that aligns with your skills & time commitment.

This is a monthly stipend payment job of $200 per month based on experience/fit if hired for long term, but I need immediate help to get me out of this backlog and have something I can hand off to my CPA to get 2021 and 2022 taxes filed as I'm way behind embarrassingly as it is. For the short term finish off 2021 and 2022 job I'm looking to hire someone to do it for a flat rate of $325.00

• Are you looking for just a temporary job for a few months or are you ready to take on a Long-Term 13-16 hours a month bookkeeping gig?

Building DSR report in Power BI
Half work is done, need to develop further with measures, visuals and KPIs. To be completed ASAP.

I'm seeking a skilled Zoho expert to tailor my Zoho CRM. The primary focus will be on optimizing lead management and streamlining automation workflows. This project also involves integration with various internal systems, so proficiency in system integration is key.

Ideal Skills:
- Expertise in Zoho CRM
- Experience with lead management customization
- Proficient in creating and modifying automation workflows
- Strong background in system integration

Skills: PHP, CRM, Salesforce.com, Zoho, Xero

Description:
We are a growing UK-based accountancy firm seeking an experienced bookkeeper to support our team on a part-time basis, with the potential to move into a full-time role as the relationship develops.

Responsibilities:
• Maintain and update client bookkeeping records using Xero
• Prepare VAT returns accurately and on time
• Process payroll for clients using Brightpay
• Follow GDPR protocol
• Communicate effectively with our team

Requirements:
• Proven experience with Xero, including bank reconciliations and journals
• Confident in preparing VAT returns under various schemes
• Hands-on experience with Brightpay payroll software
• Strong understanding of UK accounting and payroll practices
• High attention to detail and ability to manage multiple clients (you will not need to communicate with clients)
• Good communication skills in English

Nice to Have (Not Essential):
• Experience working with UK accountants or accountancy firms
• Familiarity with client management tools like AccountancyManager, slack, google workspace.

Position Details:
• Part-time to start (flexible hours)
• Long-term opportunity with scope to grow into full-time
• Remote working


If you meet the requirements and are looking for a long-term role with a supportive team, we’d love to hear from you. Please include details of your experience with Xero, VAT returns, and Brightpay in your proposal.

I'm looking for an experienced developer to assist with development of addon for migrating data from Xero/SAP/Sage/Quickbooks/Netsuite/Microsoft Dynamics to my Numerish ERP system via API.

The data that needs to be migrated includes:
- Customer data
- Product inventory
- Invoices
- Payments

Ideal skills and experience:
- Strong API integration experience
- Attention to detail to ensure data accuracy
- Efficiency with Laravel

Skills: PHP, MySQL, Laravel, API, Web API

We are seeking a dedicated Xero bookkeeping specialist to manage our financial records accurately. The ideal candidate will have a solid understanding of Xero software and bookkeeping principles. Responsibilities include reconciling accounts, processing invoices, and maintaining accurate financial reports. We also have some entries which werent added correctly which need to be fixed. If you have a keen eye for detail and are passionate about helping businesses maintain financial clarity, we would love to hear from you. Please provide examples of previous Xero projects you've worked on.

• Describe your recent experience with similar projects
• Please list any certifications related to this project