UK Accountant required with cash flow and budgeting (FD) experience
- or -
Post a project like this£500(approx. $626)
- Posted:
- Proposals: 13
- Remote
- #690988
- Expired
Certified Accountant + Xero/Sage/QB Expert + loss claim, grant & loans
City of London
53327198444310961443720503270533781535359650982764022812134855126865401
Description
Experience Level: Expert
Kind of support: Budgeting, Cash Flow, End of year account, Forecast, P&L, Tax
Accounting software: Xero
Description of support work: We are a SME with 14 members of staff and a 1m turnover.
THE SORT OF COMPANY/PERSON WE WANT TO WORK WITH...
We are looking for an accountancy practise that are aimed at 1m-5m turnover companies.
We use Xero as our book keeping software, FloatApp as our cash flow plugin that works with Xero and are implementing Salesforce as our back end CRM system.
At the very least it is essential that you have experience with Xero and it is highly desirable but not necessarily essential that you have experience with FloatApp.
It is desirable that you have experience with Salesforce although not as important so long as you have CRM experience in general.
WHAT WE WANT TO ACHIEVE...
We want to move from our current accountancy company who we have used for over 20 years as we have out grown them. At the very least we want a company to improve how we do our book keeping and offer advise on how we can grow as a company and file our company accounts.
We also want to have a better understanding of our cash flow and begin to budget better with more accurate forecasts.
More information will be given once I have read some proposals.
Budget is indicative only of course.
Thanks very much,
Kind regards
Daniel
Extra notes:
Accounting software: Xero
Description of support work: We are a SME with 14 members of staff and a 1m turnover.
THE SORT OF COMPANY/PERSON WE WANT TO WORK WITH...
We are looking for an accountancy practise that are aimed at 1m-5m turnover companies.
We use Xero as our book keeping software, FloatApp as our cash flow plugin that works with Xero and are implementing Salesforce as our back end CRM system.
At the very least it is essential that you have experience with Xero and it is highly desirable but not necessarily essential that you have experience with FloatApp.
It is desirable that you have experience with Salesforce although not as important so long as you have CRM experience in general.
WHAT WE WANT TO ACHIEVE...
We want to move from our current accountancy company who we have used for over 20 years as we have out grown them. At the very least we want a company to improve how we do our book keeping and offer advise on how we can grow as a company and file our company accounts.
We also want to have a better understanding of our cash flow and begin to budget better with more accurate forecasts.
More information will be given once I have read some proposals.
Budget is indicative only of course.
Thanks very much,
Kind regards
Daniel
Extra notes:
Daniel H.
100% (73)Projects Completed
91
Freelancers worked with
88
Projects awarded
37%
Last project
19 Oct 2022
United Kingdom
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