Xeroεργασίες

Hi, I’m looking for help catching up bookkeeping for a small company I have one business bank account only Income is mostly from one payer (commission-based work) I have all bank statements and invoices I used Xero, but it likely needs cleanup/reconciliation There are some director loan drawings and repayments that need to be correctly accounted for I also paid an overseas contractor (with invoices) I’m looking for: Full transaction categorisation Profit & Loss and Balance Sheet Director loan balance BAS/tax-ready numbers for my accountant From Dec24 but not a huge number of transactions were happening Please let me know an estimate of cost and timeframe.

...If a prospect books through Calendly, the booking is pushed to HubSpot and the contact is tagged as “prospect.” • When a client opts in, Stripe processes the payment and immediately triggers Zapier to generate an engagement letter through either PandaDoc or DocuSign. • Once the engagement letter is signed, Zapier files the PDF in the correct Google Drive folder and raises a deposit invoice in Xero using my existing template. What I need from you • A clean, modern WordPress rebuild (you may use a lightweight theme or build from scratch) that keeps load times low and Core Web Vitals in the green. • Robust Stripe checkout integrated into the site, ready for one-off and recurring payments. • Zapier zaps configured and tested end-to-end ...

I’m building a single mobile solution that lets my farm crew handle every HR and day-to-day workflow in one place, and I want it available on both iOS and Android from day one. Core features I need you to weave together: • Interactive farm map built for quick navigation of paddocks, sheds, water points and other assets. • Deep Xero integration that pushes and pulls Payroll, Invoicing and Expense tracking data in real time, so our books stay tidy without double entry. • Spreadsheet-style “grid math” sheets baked into the app—think lightweight Excel that lets staff run fertiliser rates, feed mixes or cost calculations on the fly. • Digital timesheets with tap-to-clock-in/out and GPS stamping to verify location. • Live task lis...

I'm looking for a detail-oriented professional to assist with manual data entry and bookkeeping tasks. Key responsibilities include: - Manual data entry tasks - Invoicing using Xero Ideal skills and experience: - Proficiency in Xero - Experience with manual data entry - Strong attention to detail - Prior bookkeeping experience

...Cash/Credit Receipts (CR) in ERPNext • Export the updated General Ledger every cycle and forward it to the sales team in the required format • Reconcile daily sales, payment gateways, bank statements and inventory movements to keep our numbers clean and audit-ready Everything happens in ERPNext, so please respond only if you have hands-on experience with that platform; I don’t use QuickBooks, Xero or SAP. Tell me briefly about similar ERPNext work you’ve completed and the volume you handled—solid experience is the main thing I’ll be weighing. Also the candidate will have to prepare MIS and submit to Management I’m expecting a few hours( 2-4) of work spread across the week, with fast turnaround on reconciliations so the sales team a...

...for a detail-oriented bookkeeper who can keep my books accurate by reconciling all accounts every single week. The focus is reconciliation—matching bank, credit-card and payment-platform statements to the general ledger, flagging discrepancies right away and closing each period with a tidy, balanced report. You’ll log in to my cloud software (QuickBooks Online is in place, though I’m open to Xero or a comparable platform if you prefer) each Friday, complete the reconciliation workflow, and upload a brief summary that highlights cleared transactions, outstanding items and any issues that need my attention. Consistent timing is crucial because I rely on up-to-date numbers for cash-flow decisions on Mondays. Deliverables each week • All bank, credit-ca...

...statements—directly into Excel every day. No custom fields are required; the default columns Xero provides are perfect. The workflow should: • Authenticate securely with Xero’s API. • Drop each report into its own tab in a refreshable .xlsx file. • Allow a quick manual refresh in Excel (Power Query, VBA, Office Scripts, Python, or comparable approach is fine) in case I want an on-demand update. • Be simple to maintain if Xero tokens expire or if I need to adjust the date range. Deliverables: 1. Fully working connection script or add-in. 2. An Excel template pre-wired to the data source. 3. A concise setup/hand-over guide so I can move the solution between machines or re-authorise Xero without hassle. If the solution c...

...statements. Once the books are clean, I also need timely Profit & Loss and Balance Sheet reports generated—nothing fancy, just accurate snapshots that I can forward to management without extra tweaking. If you spot classification issues along the way, I’d appreciate your suggestions or quick fixes. You’ll be working exclusively in QuickBooks (Online) for now, though familiarity with MYOB or Xero is a bonus should we migrate or expand later. I’ll provide secure access, last month’s statements, and any existing reconciliation notes. Deliverables • Weekly, fully reconciled bank and card accounts with supporting reconciliation reports • A concise P&L and Balance Sheet after each reconciliation cycle Acceptance criteria &bu...

I need a Xero-savvy professional to step in and get my accounts running smoothly. The immediate priorities are precise data entry of outstanding transactions and accurate expense tracking so every cost is captured against the right account and GST treatment here in Australia. Alongside the bookkeeping, I also want some light coding work carried out directly inside Xero—think small, purpose-built solutions that trim manual effort and keep the numbers flowing automatically. I’m flexible on how you deliver this as long as it sits cleanly within Xero’s ecosystem and doesn’t break with future updates. Once the books are up to date and the code pieces are in place, I’m happy to take it from there, so no ongoing training or support is required. Deliv...

...one of those transactions captured in Xero before the day is over. You’ll log receipts, match bank-feed items, attach source documents, and keep all the accounts in balance so that my dashboard is always up to date. Payroll is handled elsewhere, so your focus stays squarely on daily transaction entry and reconciliation. Accuracy, quick turnaround, and respect for established chart-of-accounts rules are crucial; I need clean books that a tax preparer can pick up without adjustments. Deliverables • Record and categorise each day’s sales, purchases, and expenses in Xero • Reconcile all bank and credit card feeds to a zero difference by close of business • Flag any mismatches or missing documentation immediately in a shared note or comment ...

...ensure AML compliance Note: Bookkeeping, payroll, and VAT work are not required for this role. Requirements: Fully ACCA or ICAEW Chartered Accountant with 2–5 years’ experience in an accountancy practice Must hold a valid UK practising licence and be willing to share it for verification Strong knowledge of UK tax legislation and accounting standards Proficiency in accounting software such as Xero, QuickBooks, or Sage Excellent analytical, organisational, and communication skills Engagement Terms: This is a revenue-sharing role (50/50 per client). Successful candidates will be required to sign a contract under our UK-based accountancy services company. If this opportunity aligns with your experience and career goals, we would be pleased to discuss further....

...submissions) * Handling Accounts Payable and Receivable * Maintaining accurate and compliant financial records * Supporting month-end and year-end processes * Ensuring full compliance with HMRC requirements Ideal Candidate: * Based in the UK (or highly experienced with UK accounting standards) * Strong knowledge of UK tax, VAT, PAYE, and payroll regulations * Proficient in software such as QuickBooks, Xero, Sage, or similar * High attention to detail and ability to manage multiple clients * Experience working with accounting firms or outsourced environments * Strong communication and responsiveness Engagement Type: - Ongoing/long-term collaboration - Workload will vary depending on client assignments - Opportunity to grow with our firm What We’re Looking For We’r...

I run a small but fast-moving...• Generate weekly ageing reports and a concise cash-flow snap-shot so I always know who we owe and who owes us • Close the month within three business days, flagging discrepancies and recommending follow-ups on overdue invoices Accuracy and timeliness matter more than volume; I prefer clean books to heroic catch-ups. I’m flexible on the platform—whether you’re most comfortable in QuickBooks, Xero, or FreshBooks, I can provide access or migrate as needed. Just let me know your preferred tool and any integrations you rely on. If you have a knack for clear communication, a disciplined approach to deadlines, and proven experience handling AP/AR for multiple clients, I’d love to hear how you would slot into our workflo...

Need a XERO expert, that understands how to Reconcile in XERO software to show me how to reconcile transactions correctly within XERO

I need a Xero-savvy bookkeeper to take care of my bank reconciliation at the close of every month. All bank feeds are already connected; what’s missing is the final review that makes sure every transaction is matched, properly coded, and the balance in Xero agrees with the bank statement. This will be ongoing work. Knowing XERO Bank Reconciliation is very important!!!

...in place yet. All source documents are already organised month-by-month and will be shared as PDF files. Your task is to turn those raw statements into a clean set of books and produce three reconciled financial statements for the twelve-month period: • Balance Sheet • Income Statement (P&L) • Cash-Flow Statement I’m flexible on the tools you prefer to work with (Excel, QuickBooks Online, Xero, etc.) as long as the final deliverables balance, tie back to the source PDFs, and are returned in both editable format and ready-to-file PDFs. Accuracy is paramount: every transaction must be matched, unexplained variances cleared, and closing balances must agree to the ending statement figures. Once complete, I’ll also need a brief reconciliation su...

I’m looking for a UK-qualified accountant to turn last year’s bookkeeping for my limited company into fully compliant statutory accounts and sub...iXBRL tagged version ready for HMRC’s gateway • File the accounts with both HMRC and Companies House, providing receipt confirmations Acceptance criteria • Figures reconcile to the trial balance I supply • Accounts meet UK GAAP filing standards and pass Companies House validation without rejection • I receive PDF copies plus the electronic filing acknowledgements If you’re familiar with Xero, QuickBooks or standard Excel working papers and have filed UK limited-company accounts before, I’d love to get this wrapped up quickly. Let me know your turnaround time and any information you...

...engagement covers: • Reviewing the draft statutory accounts for accuracy and compliance with UK GAAP • Producing the corporation tax computation and CT600 in iXBRL format • Tagging the accounts appropriately for online filing • Filing both the accounts (if required) and the CT600 through HMRC’s portal and providing submission receipts I will give you immediate access to the bookkeeping files (Xero export and PDF backups). A quick turnaround is appreciated, but accuracy and HMRC compliance are non-negotiable. If you are familiar with tax software such as TaxCalc, Capium, or similar, even better. Deliverables are accepted once I receive the HMRC submission confirmation, along with a copy of the final iXBRL files and a brief post-submission s...

...has a logical structure that makes this findable: Solutions pages reference specific roles → those roles have pages Role pages mention industries → those industries have pages Resources articles reference engagement models, security, recruitment → those all have pages Wherever a concept is mentioned that has a dedicated page on the site, it should be linked A good example: if a page mentions "Xero" or "MYOB" in the context of accounting roles and we have an accounting roles page, that's a link. If it mentions "ISO 27001" and we have a security page, that's a link. Use common sense. The site: WordPress (Elementor or Gutenberg — TBC) ~106 pages across Solutions, Industries, Build Your Team role pages, Resources, and Ab...

I run a small but fast-moving...• Generate weekly ageing reports and a concise cash-flow snap-shot so I always know who we owe and who owes us • Close the month within three business days, flagging discrepancies and recommending follow-ups on overdue invoices Accuracy and timeliness matter more than volume; I prefer clean books to heroic catch-ups. I’m flexible on the platform—whether you’re most comfortable in QuickBooks, Xero, or FreshBooks, I can provide access or migrate as needed. Just let me know your preferred tool and any integrations you rely on. If you have a knack for clear communication, a disciplined approach to deadlines, and proven experience handling AP/AR for multiple clients, I’d love to hear how you would slot into our workflo...

...duplicate work. • An easy form mirroring my current columns: vehicle ID details first, then quick tap check-boxes for each damaged panel. • Instant search and filter so we can pull up past jobs in seconds. • CSV/XLSX import for my existing spreadsheet and the ability to export data at any time. Nice-to-have If it is simpler or cost-effective, I use Xero for invoicing, so I’m open to pulling the vehicle, customer and date details from Xero into the app (or vice-versa) to avoid double entry. I’m flexible on the technology stack—React Native, Flutter or whatever you’re quickest with, as long as it produces a single codebase for both platforms and is easy to maintain. Once finished I expect a tested build, all source code, and...

...company with one full year of activity sitting in PDF form—monthly bank statements and VISA statements—waiting to be turned into clean, compliant financials. I will forward all 12 months of statements to you; from there, I need every transaction entered, properly coded, and reconciled inside BillDu. That platform is my first choice, but if you can demonstrate a smoother workflow in QuickBooks or Xero we can discuss it, provided the final files are still delivered back in BillDu for consistency. Once the books are current, I require complete year-end outputs ready for submission to the CRA: • Reconciled BillDu file • Income Statement, Balance Sheet, and Cash-Flow Statement (PDF & Excel) • Trial balance with supporting schedules • Draft T...

...• Bookkeeping – about 50-200 transactions flow through each month. Bank feeds are already connected to Xero, but I am open to QuickBooks Online if that suits your workflow better. You will classify the entries, reconcile the accounts, and produce monthly management reports. • Annual return – prepare and lodge the ACRA annual return on time, ensuring all supporting documents (financial statements in XBRL format, resolutions, etc.) are ready and error-free. • Tax filing – compute and file the Estimated Chargeable Income and Form C-S/C with IRAS, maximising allowable deductions while keeping us fully compliant. Deliverables 1. Up-to-date, fully reconciled ledgers each month in Xero or QuickBooks Online. 2. Unaudited financial statem...

XERO BOOKKEEPER NEEDED – Australian Furniture Business (Setup + Ongoing) Posting on behalf of an Australian furniture business. We have Xero set up with bank feeds and e-invoicing connected. We need someone to finalise the setup and handle ongoing bookkeeping. ONE-TIME SETUP (first month): • Review and finalise chart of accounts and categories • Set up bank rules for recurring transactions • Ensure supplier invoices are flowing into Xero correctly • Make sure everything is ready for our accountant ONGOING MONTHLY WORK: • Reconcile bank transactions weekly in Xero • Categorise all income and expenses correctly • Manage supplier invoices in Xero • Ensure books are clean and ready for accountant at month end R...

...statements have drifted apart and I want them matched down to the last cent each month. Here’s what you’ll actually do for me: reconcile every transaction, identify and clear any outstanding items, flag duplicates or errors, and provide a short summary report detailing variances and the final adjusted balance. All supporting schedules should tie back to the general ledger. I’m not on QuickBooks or Xero; instead, I use a small-business platform that exports to Excel, so you’ll need to be comfortable working directly in spreadsheets (pivot tables, VLOOKUPs, or similar functions are second nature to you). You’ll receive read-only bank statements plus the current ledger export. Once you have everything, I expect the reconciliation and report return...

I am looking for someone who can take over the day-to-day accounting inside My Bill Book. All transactions need to be entered accurately and each account reconciled so that my books stay clean and up to date. I am committed to this platform—QuickBooks, Xero, or FreshBooks are not in the plan—so you must already be comfortable with My Bill Book or be confident you can get up to speed fast. The immediate priorities are straightforward: record every expense, sale, and payment, then reconcile the bank and any other statements against the system so that balances match without unexplained differences. Once that foundation is solid, I may ask for periodic reviews or simple reports, but the core of the job is meticulous data entry and reconciliation. Deliverables • All ...

...mengklasifikasikan seluruh pemasukan serta pengeluaran tiap bulan • Menyusun laporan laba rugi bulanan lengkap dengan penjelasan varians utama • Memberikan file akhir dalam format Excel dan PDF, siap di-review oleh auditor internal Harap cantumkan pengalaman relevan Anda dalam menyusun laporan keuangan, terutama jika pernah menggunakan Excel, Google Sheets, atau software akuntansi populer (mis. Xero, Accurate, QuickBooks). Pengalaman menjadi pertimbangan utama agar proses berjalan cepat dan hasilnya tepat. Kerahasiaan data sangat penting; NDA sederhana dapat saya kirimkan sebelum file ditransfer....

I need a detail-oriented bookkeeper to handle the invoicing and billing side of our medium-sized operation. All other bookkeeping areas are covered internally; where I require help is in keeping every customer invoice accurate, sent on time, and reflected correctly in our accounting software. Your work will live inside a cloud platform such as QuickBooks Online or Xero, so fluency with either is important. You’ll generate and post invoices, record payments, flag overdue accounts, and keep the sales ledger reconciled with our bank feed. Deliverable • Up-to-date, fully reconciled invoicing and billing records inside our accounting file. Acceptance criteria • New invoices entered within 24 hours of request • Month-end sales ledger matches bank feed • Weekly...

I am looking for someone who can take over the day-to-day accounting inside My Bill Book. All transactions need to be entered accurately and each account reconciled so that my books stay clean and up to date. I am committed to this platform—QuickBooks, Xero, or FreshBooks are not in the plan—so you must already be comfortable with My Bill Book or be confident you can get up to speed fast. The immediate priorities are straightforward: record every expense, sale, and payment, then reconcile the bank and any other statements against the system so that balances match without unexplained differences. Once that foundation is solid, I may ask for periodic reviews or simple reports, but the core of the job is meticulous data entry and reconciliation. Deliverables • All ...

I’m expanding our small but fast-moving admin team and need an English-speaking accountant who enjoys working shoulder-to-shoulder with others. Your main focus will be the everyday bookkeeping in Xero and turning that raw data into clear, timely financial reports for management. Alongside those core duties you’ll lend a hand with billing and be ready to speak with clients when questions pop up—nothing heavy, but the occasional email or call to clarify an invoice or gather missing info. Here’s how I picture the workflow: • Keep our Xero file tidy—posting and reconciling transactions, maintaining the chart of accounts, and monitoring bank feeds daily. • Prepare monthly management reports we can rely on for decision-making (P&L, bal...

...clear, professional financial guidance where required Maintain accurate financial records and ensure AML compliance Note: Bookkeeping, payroll, and VAT work are not required for this role. Requirements: ACCA-qualified (or equivalent) with 2–5 years’ experience in an accountancy practice Strong knowledge of UK tax legislation and accounting standards Proficiency in accounting software such as Xero, QuickBooks, or Sage Excellent analytical, organisational, and communication skills Engagement Terms:This is a revenue-sharing role (50/50 per client). Successful candidates will be required to sign a contract under our UK-based accountancy services company. If this opportunity aligns with your experience and interests, we would be happy to discuss further....

I’m taking GoHighLevel from a blank slate to a fully-functioning revenue engine and want every piece configured in one seamless build. First, I need GHL setting up and commissioning properly and I’ll need you to design and publish simple landing, product, and service pages that match my branding, load fast on mobile, and plug straight into GHL’s funnel analytics. I'll also need Xero, payment gateways and Zoom integrating into GHL. Next comes automation. You'll use CloseBot to build chatbots, test them and integrate into GHL. Using the Workflow Builder, set up multi-step email marketing sequences, SMS campaigns, and lead-nurturing workflows that move contacts through the pipeline automatically and tag them for precise reporting. Finally, commission ...

Παρακαλούμε Κάνε Εγγραφή ή Κάνε Είσοδο για να δεις λεπτομέρειες.

...looking for a reliable bookkeeper to take full ownership of my small business’s accounts payable and receivable. The volume is steady but not overwhelming; invoices and customer payments come in weekly, and I need someone who can keep everything current, flag overdue items, and make sure vendors are paid on time. You’ll work with whatever cloud platform you’re most comfortable with—QuickBooks Online, Xero, or a similar tool—so long as the records stay organized, reconciled against statements, and export-ready for my year-end tax preparer. Clear, prompt communication is important; I like to know when something looks off and get a concise status update every Friday. If we work well together, I may add bank reconciliations and payroll later, but for n...

...workflows that run without human intervention. The scope covers three areas: • Daily sales reporting – Claude should pull figures from the existing sales spreadsheet, summarise key KPIs, then email or Slack a neatly formatted report every morning. • Invoicing – when a sale is logged, Claude must auto-generate a PDF invoice from the spreadsheet data and drop it into a shared folder (or push to Xero if you prefer). • Consignment sales – issue delivery order, update monthly sales and offset against consignment inventory. • Inventory updates – stock levels in our master sheet need to be adjusted instantly after each sale, with low-stock alerts triggered at a threshold we set. All logic can remain in Google Sheets or Excel Online if th...

I want to build a full-featured, browser-based accounting application that mirrors the polished user journey of Xero and QuickBooks Online (see and for the benchmark I have in mind). The end product must function as a true SaaS platform rather than a single-tenant install, giving me, as the future developer and owner of this cloud software, the ability to provision and manage multiple businesses under one roof. Core modules that need to be production-ready from day one are invoicing, expense tracking, and automated bank reconciliation. These features should feel just as intuitive as their counterparts in the reference sites, including real-time dashboards, smart categorisation, and drill-down reporting. User-role architecture is also essential. I will

My WordPress site, United Global Public, doesn't run any e-commerce at the moment. But it can be activated, a plug-in, I believe. I use PayPal for donations, but I haven't run any fundraising yet. The scope is straightforward: 1. Discovery & Requirements Review the existing website platform (WordPress, Wix, Squarespace, custom HTML, etc). Identify the e‑commerce plug‑in or platform ...and taxes. Test email notifications. Test mobile and desktop performance. 8. Launch & Handover Deploy the store to the live site. Provide documentation or a short training session. Offer optional ongoing maintenance. 9. Optional Add‑Ons Subscription or membership setup. Multi‑vendor marketplace features. Automated abandoned‑cart emails. Integration with accounting software (Qui...

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...

...public-practice firm, and I’m expanding my offshore bookkeeping capacity. I’m looking for a small, well-coordinated team of 3–10 people who can plug straight into our Xero file stack and take on day-to-day production work in exchange for an ongoing 8-10 % share of the billings you service. Here’s what the engagement looks like: • Core workflow: import bank statements into Xero, apply cash-coding rules, and keep every bank, credit-card, and payment-service ledger fully reconciled each week. • Support tasks: chase clients for missing PDFs, receipts, or payroll data, file everything neatly in our Google Drive, and keep a short note trail in Xero so nothing is lost. • Tax work: at year-end you’ll roll the reconciled fil...

Παρακαλούμε Κάνε Εγγραφή ή Κάνε Είσοδο για να δεις λεπτομέρειες.

...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...

I'm in need of a professional and experienced Payroll Accountant to join my team with various aspects of my accounting. The ideal Applicant will have experience with QuickBooks, Xero, and Excel spreadsheets, and will be able to assist with the following tasks: - Bookkeeping: I need help with keeping my financial records up to date and accurate, including tracking expenses and income. - Financial Statement Preparation: I require assistance in preparing my financial statements, including my balance sheet, income statement, and cash flow statement. - Tax Preparation: I need help with preparing and filing my taxes to ensure compliance with all regulations. I'm open to discussing the frequency of assistance, as I'm flexible with how often you can provide support. Prior e...

...for Xero that I can upload and start using right away. The template has to respect two non-negotiable layout details: the invoice date must display in dd/mm/yyyy format, and there needs to be a dedicated field for state vendor numbers. Beyond that, I want the freedom to keep evolving the document myself—adding or removing fields, tweaking colours, fonts or logos, and rewriting any of the text blocks whenever my terms change. If you’re familiar with Xero’s .docx-based custom templates and how its merge fields work, this should be straightforward. I’ll supply my logo, colour palette and any wording you need as soon as we get started, and I’d appreciate a quick handover call or set of notes so I understand how to edit the template later without breakin...

I need a person who can research in financial niche like financial planing. Budgeting and forcasting. Tax return. Income statement. Corporate finance. Chartared accountancy. Financial modelling. Return filing. Bookkeeping. Financial audit. Form 5472/1120. QuickBooks/Xero

Our company runs entirely on Xero and now wants Copilot AI within Microsoft 365 to drive the daily flow of invoices, dispatch details, and financial reports straight from Outlook and Excel. I need the whole environment connected so that: • Outlook can raise or approve Xero invoices, send electronic packing-slip signatures, and track LOSCAM & CHEP pallet orders from a single mail thread. • Excel pulls live product-identification data and financial metrics from Xero, then feeds them back after analysis without manual CSV juggling. • Copilot understands those data sources, can draft responses, create reports, and highlight exceptions across both apps. Please build or refine the required connectors—whether that is native Xero APIs, P...

...SharePoint, OneDrive, Excel, Word, Planner, Power Automate, Power BI, Microsoft Bookings Vonage — phone system with portal and call data WhatsApp — team and client communication Xero — invoicing and accounts Zoho One — have access but currently unused Delivery Manager — TMS, staying as is Canva — design ChatGPT / Claude , claude cowork , claude code — AI tools Integrations we need: Vonage API — automated call logs (who answered, outcome, follow up) WhatsApp Business API — messages visible or logged in the system Twilio — if relevant to WhatsApp or SMS automation Outlook shared mailbox — email ownership and action tracking Xero — live invoice and financial data Zapier or Make — connecting every...

... fees, and everyday expenses—need to be posted against those statements, checked for accuracy, and fully reconciled so that ending balances match the source documents to the cent. Because the data are already categorized, the job is largely clerical: timely data entry, double-checking my classifications, and running reconciliations each month. I don’t mind which platform you choose—QuickBooks, Xero, FreshBooks, or another cloud solution—so long as the final file is exportable to both PDF and CSV. If you prefer to work in your own licensed software and then deliver the reports, that’s fine too. Deliverables • A clean, reconciled ledger for each of the six months • Monthly bank- and credit-card reconciliation reports • A consolid...

I’m looking for reliable part-time help within the Finance space. Typical tasks may include light bookkeeping, spreadsheet upkeep, transaction reconciliations, and...gained from previous roles, or a blend of both, I’d like to hear how you can fit into my weekly workflow. Clear communication, accuracy, and respect for confidentiality are essential. Availability of roughly 10–15 hours per week would be ideal, with flexibility to scale up or down as deadlines require. Please outline: • The finance tools or software you work best with (e.g., Excel, QuickBooks, Xero). • Your relevant experience or certifications, if any. • Your typical turnaround time and preferred working hours. If you’re ready to partner on ongoing Finance tasks and help ke...

My financial year is coming to a close and I need an experienced Xero accountant to bring everything into perfect order over the next few weeks. The work covers three clear areas: catching-up and reconciling day-to-day bookkeeping, reviewing and processing payroll, and preparing the figures and paperwork required to finalize my taxes. I keep all records in Xero, so you must be completely comfortable working inside that environment—bank feeds, rules, payroll module, reporting, and the usual add-ons. By the end of the engagement I expect: • Every bank, credit-card, and payment gateway account fully reconciled with zero outstanding items • Payroll entries checked, corrected where needed, and year-to-date summaries produced • Trial balance, P&L, bal...

Busco apoyo contable en línea para llevar la contabilidad general de mi negocio de forma ordenada y puntual. Necesito que registres y clasifiques todas las transacciones, mantengas el libro mayor actualizado y prepares un balance general mensual que refleje la situación financiera con claridad. Aunque no indiqué una plataforma contable específica, puedes trabajar con QuickBooks, Xero, Sage o la herramienta que domines, siempre que garantices acceso en la nube y copias de respaldo. Entregables clave: • Registro diario de asientos contables. • Conciliaciones bancarias mensuales. • Balance general presentado cada mes en PDF y formato editable. Valoro la precisión de los datos, la confidencialidad y la comunicació...