Phoenix - Your AI AssistantFreelance Bookkeeping Jobs
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AI Bookkeeping Agent Developer (n8n, Xero, QuickBooks, OpenAI)
I run a UK accountancy practice and am looking to build an AI-powered bookkeeping workflow using n8n. The objective is not to replace bookkeepers, but to automate the majority of transaction coding while escalating uncertain items for review. The system should work with both Xero and QuickBooks and follow a client-specific "bookkeeping blueprint" which contains coding rules, VAT treatment, known suppliers and account mappings. The ideal outcome is a workflow that can automatically process a large proportion of bookkeeping transactions, ask questions when required, learn from responses and then complete the bookkeeping process. Preferred stack: n8n OpenAI and/or Claude Xero API QuickBooks API Microsoft 365 / Teams integration I am open to suggestions if there is a better architecture. Required Workflow 1. Transaction Retrieval Retrieve transactions from: Xero QuickBooks Potentially: Bank feeds Purchase invoices Sales invoices Receipts 2. Bookkeeping Blueprint The system should use a client-specific blueprint which we will provide for each client containing information such as: Chart of accounts VAT rules Known suppliers Director expense rules Payroll rules Account mappings Typical coding decisions Escalation rules 3. Transaction Classification The agent should: Categorise transactions Suggest nominal codes Suggest VAT treatment Provide a confidence score Record reasoning 4. Human Review Process When confidence is below a defined threshold: The system should generate a question and send it to a team member via: Microsoft Teams Email Other suitable option Example: "Payment of £127.50 to Amazon could relate to software, office supplies or equipment. Please confirm." 5. Wait for Response The workflow must pause and wait for a response. Once a response is received, the workflow should continue automatically. 6. Post Transactions After confirmation: Post transaction Update bookkeeping records Maintain audit trail 7. Learning Capability The system should store previous decisions so future coding improves. Examples: Supplier → account code Supplier → VAT treatment Common bookkeeping decisions User corrections I would like advice on the best approach for this. 8. Review & Exception Reporting Generate reports identifying: Uncoded transactions Duplicate transactions VAT anomalies Suspicious postings Items requiring review Important Requirements Audit trail Human-in-the-loop review Confidence scoring Scalable across multiple clients Secure handling of accounting data UK bookkeeping and VAT awareness Developer Requirements Please apply only if you have experience with: n8n AI agents or workflow automation Xero API QuickBooks API Accounting or bookkeeping workflows Bonus if you have: Worked with accountancy firms Built finance automation systems Experience with RAG/vector databases Experience with Microsoft 365 integrations Proposal Requirements Please include: Relevant examples of similar projects. Recommended architecture. Suggested tech stack. Potential risks or limitations. Estimated phase-based delivery plan. Whether you would use n8n or recommend an alternative, and why.
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BOOKEEPER & ACCOUNTING ASSISTANT
BOOKEEPER & ACCOUNTING ASSISTANT Sort and categorise transactions, income and expenses Reconcile bank transactions and identify discrepancies Review invoices, receipts and supporting documentation Identify missing information or records that need clarification Bring the bookkeeping up to date
Book keeper required for quarterly XERO tenmplate updates
Bookkeeper required for quarterly Xero template updates. Client provides a Xero template with approximately 250 transactions to be uploaded and reconciled against the bank account. Following reconciliation, prepare and submit the HMRC VAT return. Routine takes about 1.5 hours. Reliable, detail-oriented experience with Xero, bank reconciliation, and VAT submissions is essential. Regular quarterly engagement; accurate, timely work and familiarity with HMRC requirements expected.
Meta Ads Specialist Needed for Accounting Firm Lead Generation
I am launching an accounting and bookkeeping firm in Dubai and I am looking for an experienced Meta Ads specialist to help set up, structure, launch and optimize Facebook and Instagram lead generation campaigns. The main goal is to generate qualified enquiries from business owners and SMEs in Dubai/UAE, preferably through WhatsApp or Meta lead forms. I am not looking for general social media management, followers or engagement. I specifically need someone experienced in performance marketing and lead generation. Please apply only if you have experience generating leads for professional services, accounting/bookkeeping firms, B2B companies, or local service businesses. In your proposal, please include examples of Meta Ads campaigns you have personally managed, approximate ad spend and cost per lead achieved, whether you handled the creative/copy strategy, and how you would structure a AED 3,000–4,000 monthly ad budget for an accounting firm in Dubai. I am initially looking for help with setup and the first month of campaign management, with the possibility of ongoing monthly work if the results are good. Please start your proposal with “Dubai Meta Ads” so I know you have read the full project description
Short-Term Bookkeeper Required – Xero & VAT
We are looking for a reliable and experienced Bookkeeper to provide short-term support for our newly established business. Responsibilities • Manage day-to-day bookkeeping using Xero • Complete regular bank reconciliations • Assist with VAT return preparation and submissions • Maintain accurate and up-to-date financial records • Handle general bookkeeping and financial administration • Ensure transactions and records are properly categorised and reconciled Requirements • Strong hands-on experience with Xero • Previous bookkeeping experience • Good knowledge and practical experience with VAT • Excellent attention to detail and accuracy • Highly organised, dependable, and able to meet deadlines • Strong communication and administrative skills How to Apply If you are interested, please send us a brief overview of your bookkeeping experience, along with your availability and rates. We are looking for someone who can work independently and provide reliable support during the short-term engagement.
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File Year End Accounts
I am looking for an accountant to help me file my year end accounts. Bookkeeping has already been done. Thanks Thecla
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Accountancy Support for established manufacturing business
Established artisan food manufacturer seeks ongoing accountancy from a fully UK‑qualified professional. We sell B2B, own‑label, online (Shopify/Faire) and use NotaZone, QuickBooks Online and Dext. We’re simplifying operations toward JIT purchasing, tighter stock control and automation. Required: Annual statutory accounts and Companies House filing Corporation Tax Quarterly VAT from maintained QBO Payroll/pensions (~10 staff) Periodic control account reviews Ad hoc bookkeeping for exceptions, and expertise reconciling Shopify/Faire payments. Looking for cloud‑savvy accountant focused on oversight, compliance and pragmatic automation. Please send initial thoughts and an approximate quote - based on a monthly rate plus an hourly rate for ad hoc support. We can clarify service needed at short list stage. (BUDGET IN THIS POST IS A PLACEHOLDER)
URGENT TODAY UK Ltd Company Accounts Corp Tax Return Filing
I need an accountant who is available to complete this urgently today. The bookkeeping has already been prepared in an Excel spreadsheet. I need someone to: • Review the Excel bookkeeping and make any necessary adjustments • Prepare the company’s statutory annual accounts • Prepare the Corporation Tax return (CT600) and tax computation • File the accounts with Companies House • File the Corporation Tax return and accounts with HMRC The filing deadline is today, so I need someone who can start immediately and complete the filings today. Please only respond if you have experience preparing and filing UK limited company accounts and Corporation Tax returns and have the appropriate software/agent access to submit them electronically. I can provide the Excel spreadsheet and any other company information required straight away. Please confirm your fee and that you are available to complete this today.
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UK Accountant Needed to Review & Prepare Ltd Accounts
We are looking for an experienced UK accountant to review and process the accounts for our UK Limited Company. We have already done the majority of the preparation work and have everything organised and ready for review, including: Income and expenditure records Bank transaction information Receipts and supporting documentation Company expense information Previous years' filed company accounts Previous Corporation Tax calculations and records Information from the previous 2–3 accounting years for reference We are not looking for someone to undertake a large bookkeeping or data-entry project. The financial information has already been gathered and organised. We need someone who can: Review the figures and supporting information we have prepared Check that income and expenses have been categorised and treated correctly Identify any adjustments or additional information required Prepare the company's annual accounts based on the information supplied Calculate the Corporation Tax position Advise us of anything that needs correcting or addressing before submission Ideally be familiar with UK Limited Companies, Companies House requirements and HMRC Corporation Tax requirements At this stage, the main priority is getting the accounts reviewed and correctly prepared. We can discuss separately whether you will also handle the actual submission to Companies House and HMRC. We would prefer to work with someone who regularly handles accounts for small UK owner-managed Limited Companies. When applying, please let us know: Your experience working with UK Limited Companies Whether you are UK-based or regularly work with UK accounting and tax rules Whether you are ACCA, ACA, AAT or otherwise professionally qualified What you would need from us to complete the work Your estimated fixed price for completing the review and preparation Everything is ready to provide to the successful applicant, so we are looking for someone who can take the information we have prepared, review it thoroughly and get the accounts into the correct position.
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UK-Based Accountant with Crypto Reconstruction Experience
I am a chartered accountant. I am looking to subcontract a specialist accounting assignment involving the historical reconstruction of crypto transactions for a UK client. The work involves reviewing and reconciling: multiple crypto wallets; Binance and Kraken transaction histories; SOL, USDC and other token movements; creator-fee income; transfers between wallets and exchanges; collaborator payments; personal versus business transactions; transaction-by-transaction reconciliation; and preparation of a clean reconstruction suitable for UK tax and accounting purposes. The accountant must be UK based and should already have practical experience dealing with cryptoasset accounting, wallet reconciliation and transaction reconstruction. Familiarity with Solana, Solscan, Binance, Kraken and crypto accounting software would be a significant advantage. This is not a basic bookkeeping assignment. I am looking for someone who understands how to trace crypto flows, identify missing transactions, reconcile on-chain data with exchange records and produce a robust audit trail. If you have relevant experience and capacity, please send me a message with a brief summary of your crypto accounting experience. The fees mentioned are to be reviewed. If you pretend you can do the work (you are a web designer, social media specialist etc), I will report you to PPH.
Past "Bookkeeping" Projects
Bookkeeping
Please let me know if you are interested
Bookkeeper: two Xero instances, Shopify and marketplaces, UK VAT
We are a British food manufacturer running two companies with two Xero instances & two Shopify stores and several wholesale and marketplace sales channels for each company. We need a bookkeeper to own the books across both Xero instances and keep them current enough that our Monday management meeting runs off real numbers. This is an ongoing role, not a one-off clean-up. It currently takes around half a day a week. **Ongoing scope** - Manage both Xero instances, including the chart of accounts and tracking categories - Reconcile Shopify payouts on both stores (gross sales, fees, refunds, gateway settlement) - Reconcile all bank, card and payment gateway accounts: Shopify Payments, Shopify POS, Klarna, PayPal and PayPal POS. Payouts arrive net of fees and must be posted gross, with fees and refunds separated out - Reconcile each sales channel to its own clearing account so channel revenue, commission and payouts agree - Pull purchase documents from Hubdoc, code and publish them. Where paperwork is missing, source it yourself first from supplier portals, statements and email, then send us one list of the gaps you cannot close - Maintain the purchase ledger and reconcile supplier statements - Maintain the sales ledger, produce an aged debtor report for wholesale accounts, and send statements where accounts are 7 or more days overdue - Post month-end stock and cost of sales journals (opening stock, purchases, closing stock valuation, work in progress on product still in production) - Maintain prepayments, accruals and the fixed asset register with depreciation - Post payroll journals and reconcile PAYE, NI and pension control accounts - Reconcile intercompany transactions and balances between the two entities - Maintain UK VAT compliance under MTD. Returns are monthly on the main company, quarterly on the second. We sell in the UK only, so no export or OSS work, but you will handle reverse charge on overseas marketplace commission, the zero-rated versus standard-rated split on food lines, and standard-rated course and event income - Reconcile every balance sheet control account monthly and clear the suspense account to nil - Keep Xero accurate enough that we can pull the P&L, balance sheet, cash position and margin by channel straight from Xero reports at any time - Keep a clean year-end handover file for our accountant **Volumes** Main Xero instance, per month: - Bank transactions: around 510 off-peak, 975 in November and December - Sales invoices: around 130 off-peak, 170 in November and December - Purchase bills: around 85 off-peak, 145 in November and December - This instance is new, set up in the last month Second Xero instance, per month: - Around 50 transactions to reconcile, plus quarterly VAT returns - This instance needs catching up from 1 April 2026 to date, then keeping current **Standards** - Books current to within two working days - Everything reconciled to Thursday night, ready for the Friday pay run and the Monday management meeting - 99%+ coding accuracy - Month-end close and VAT figures ready to an agreed working day each month - Automate as much as can be done without compromising quality. We have used Xero JAX and Booke AI before with disastrous consequences for accuracy - Check the AI/automation output. Every automated posting needs a human accuracy check before it lands in the accounts - Flag anything unusual as you find it rather than at month end - Holiday cover is a nice to have. If you have no cover arrangement, we need at least four weeks' notice of any holiday **What we provide** - A coding brief showing what should be posted to which account - Onboarding, access, and answers to your questions as you get up to speed **Who we are looking for** - Xero certified advisor with multi-entity experience - Strong working knowledge of UK VAT and MTD, including marketplace and reverse charge treatment - E-commerce and marketplace reconciliation experience, ideally Shopify - A bookkeeping or accounting qualification (AAT, ICB, ACCA) is welcome but not essential if your VAT and reconciliation experience is strong - We work in Google Sheets. You must be able to access and work in our live shared documents securely - You must store passwords securely and maintain the highest standards of security throughout - You must hold professional liability insurance **Fee** Please ignore the project budget shown on this listing. We are looking for an ongoing monthly quote, not a one-off project fee. Quote a monthly retainer for the ongoing bookkeeping, and tell us what it assumes in terms of transaction volume. **To apply** AI-generated responses that simply repeat back this project brief are not welcome. Please respond with a short human written message with a clear quote and a quick outline of how exactly you will use automation to speed your work up.
pre-funded
Y Bell Logo
Design a polished Y Bell logo and matching letterhead. Deliverables: logo in PNG and SVG (512x512), favicon versions 16x16, 32x32, 48x48, web header logo 400x100, desktop logo 300x150, square logo 500x500, bookkeeping logo 225x225px, and JPG export. Provide a DOTX Word letterhead template ready for immediate use. Designs should be cohesive, professional, and versatile across digital and print contexts. Include color and monochrome variants and ensure scalable, high-resolution assets.
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WEBSITE & LOGO FOR NEW BUSINESS
Hi, I’m looking for a freelance web designer to create a clean, professional logo + website for my new business, Trades Back Office. The business provides bookkeeping, administration and office-management support to trades and construction companies. I’m looking for a simple website of approximately 2/3 pages or a well-designed single-page site, including: • Home • About • Services • Contact/enquiry form • Mobile-friendly design • Basic SEO setup • Connection of my domain I already have the business information, colour ideas , and I have started setting up a Wix account. I’m open to Wix or another easy-to-manage platform if recommended. My budget is approximately £150–£300. Please send examples of similar websites you have designed, confirm what is included and let me know your expected timescale. Thank you!
opportunityurgent
Year end accounts
Hi, Please see below:, please let me know if you can chat through I’m happy to speak over the weekend * UK limited company year-end: 31 August 2025 * Accounts held in Xero * Five-page Starling bank statement * Approximately 226 bank transactions * Approximately 11 paid sales invoices * 16 director salary transactions * One director/employee * VAT returns already submitted through Xero * Bounce Back Loan * Some director’s loan transactions may need checking * Xero review, correction and bank reconciliation * Statutory annual accounts prepared and filed with Companies House * CT600 Corporation Tax return prepared and submitted to HMRC * P60 prepared/issued for the director * Quote should include any necessary bookkeeping corrections
Bookkeeper
Bookkeeper Required (Xero Experience Essential) I’m based in Gloucestershire and am looking for a reliable and approachable bookkeeper to support my newly formed business on an ongoing basis. Although I’m based locally, I’m happy to work with a bookkeeper from anywhere in the UK if they’re experienced with Xero and VAT. The role will primarily include: * Preparing and submitting VAT returns. * Day-to-day bookkeeping in Xero. * Bank reconciliations. * Keeping accounts accurate and up to date. * General bookkeeping and financial administration. * Providing advice and guidance where needed as the business grows. I’m looking for someone who: * Is experienced with Xero. * Has previous bookkeeping and VAT return experience. * Is organised, accurate, and reliable. * Is easy to communicate with and happy to explain things in straightforward terms. * Enjoys working with small businesses and helping them establish good financial processes from the outset. This would ideally suit a freelance bookkeeper or a small accountancy practice. As the business is newly established, the workload will initially be fairly light but is expected to grow over time. If you’re interested, please get in touch with a little information about your experience, availability, and your pricing. I look forward to finding someone I can build a long-term working relationship with.
Bookkeeper
Bookkeeper Required (Xero Experience Essential) I’m looking for a reliable and approachable bookkeeper to support my newly formed business on an ongoing basis. The role will primarily include: ● Preparing and submitting VAT returns. ● Day-to-day bookkeeping in Xero. ● Bank reconciliations. ● Keeping accounts accurate and up to date. ● General bookkeeping and financial administration. ● Providing advice and guidance where needed as the business grows. I’m looking for someone who: ● Is experienced with Xero. ● Has previous bookkeeping and VAT return experience. ● Is organised, accurate, and reliable. ● Is easy to communicate with and happy to explain things in straightforward terms. ● Enjoys working with small businesses and helping them establish good financial processes from the outset. This would ideally suit a freelance bookkeeper or a small accountancy practice. As the business is newly established, the workload will initially be fairly light but is expected to grow over time. If you’re interested, please get in touch with a little information about your experience, availability, and your pricing. I look forward to finding someone I can build a long-term working relationship with.
I need a logo for my SAAS Based Software
New Logo Design for FinanceBee (UK Fintech App) We're looking for a talented, creative graphic designer to design a brand new logo for FinanceBee, a UK fintech SaaS platform that helps sole traders, landlords, and small businesses manage bookkeeping, receipt capture, payroll, and VAT/Making Tax Digital (MTD) compliance in one place. Website: https://www.financebee.co.uk Please take a look at our website before applying so you get a feel for our tone and positioning: friendly and approachable, but still professional and trustworthy enough for an app that handles people's finances and tax filings. Our tagline is "Smarter Finances Without the Sting" and our name plays on the word "bee", a nod to being organised, industrious, and efficient with your finances. We are open to the bee theme being reflected subtly in the new logo, but this is not a requirement. We are more interested in a strong, professional fintech mark than a literal insect illustration. Important: no AI-generated logos We already have an initial logo that was generated using AI, and we do not want to continue with that direction. We are specifically looking for original creative design work made by a human. Please do not submit AI generated concepts (for example output from Midjourney, DALL-E, Ideogram, or similar tools). We want to see your own design thinking and craftsmanship reflected in the concepts. What we need 3 to 4 distinct initial logo concepts/directions to choose from Once we select a preferred direction, a round of revisions to refine it based on our feedback A final, polished logo delivered in multiple formats and colour variations (see Deliverables) Deliverables Primary logo (full lockup with wordmark) Icon only version of the mark (suitable for a favicon and app icon) Colour version, single colour (black) version, and reversed/white version for dark backgrounds Source files (e.g. AI/EPS or Figma) plus exported PNG and SVG files Full image rights belong to ourselves once the engagement has closed.
QuickBooks Online – Credit Card Cleanup & Reconciliation
Description: Looking for an experienced QuickBooks Online bookkeeper to clean up and reconcile one credit card account. Details: Account was last reconciled in January 2023 There are duplicate transactions that need to be identified and removed/voided Need the account reconciled from February 2023 through current Roughly a few thousand transactions in total (including duplicates) This is a one-time cleanup project on a single credit card account. Requirements: Solid QuickBooks Online experience Experience cleaning up duplicates and catching up old reconciliations Careful and accurate Good English communication Willing to start with a small paid test task To apply: Please message with: Your QuickBooks Online experience Whether you have done similar cleanup work Confirmation that you accept $6/hour and will do a small paid test first
Bookkeeping
We are looking for a bookkeeper to working across three start up business ideally on an ongoing basis to assist team and accountants. While your primary role will be managing daily financial records you will ideally be qualified to prepare and file tax returns (including simple HMRC UK returns) and micro-company accounts (including with companies house in the UK). This role is 100% online and will increase in hours for successful applicants that are open to increasing the number hours.