Xero-Savvy UK Accountant (Property)-Review & Tidy Up 4 Companies

Description:

I’m looking for a detail-focused, Xero-experienced accountant or bookkeeper who understands the UK property space to help me enter, review, and tidy up the Xero setup across 4 limited companies.

The breakdown:
• 3 are property holding companies – long-term ownership
• 1 is a trading company – property sourcing business

Project Scope:

For the 3 holding companies:
• Enter a Chart of Accounts (COA) into each Xero org (I’ve already created the full COA in a spreadsheet — you just need to implement it)
• Ensure accounts are correctly named, grouped, and set up with appropriate account types

For the trading company:
• COA already entered in Xero
• Needs a light tidy-up and structure review
• Review tracking categories, CapEx vs OpEx treatment, and intercompany logic

For all 4 companies:
• Review use of tracking categories (per property)
• Sense-check any manual journals, loan entries, CapEx classifications
• Standardise naming and structure across the group
• Fix or flag any miscodings, duplicated accounts, or structural issues

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Ongoing support (optional):
• Monthly or quarterly review
• Year-end tidy-up
• VAT advice (only if required — not filing)

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You’ll be a good fit if you:
• Are Xero certified
• Understand UK property accounting (SPVs, CapEx, intercompany)
• Like working with systems that are already structured, not starting from scratch
• Can follow a clean process and help refine it (not rebuild it)

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Budget:
• Fixed fee: £350 for this full tidy-up and setup

Please state your preferred approach in your proposal.

Deliverables:
• 3 fully structured COAs entered into Xero (from spreadsheet)
• 1 tidy-up and review of existing COA
• Review and alignment of structure across all 4 companies
• Written summary of changes + light recommendations
• Optional: Quote for monthly or quarterly support