
Sage Bookkeeper Projects
Looking for freelance Sage Bookkeeper jobs and project work? PeoplePerHour has you covered.
Xero bookkeeping
i need some help with xero booking, small company. Only a handful of transactions a day. possible payroll 2/3 staff. must be responsive on WhatsApp
2 days ago46 proposalsRemoteAccountant- Bookkeeping, Annual Accounts & Tax Support
Description: We’re looking for an experienced accountant who can support both a startup business and an established company, handling day‑to‑day bookkeeping as well as annual accounts and filings. We also need someone who can provide ongoing tax advice, particularly around operating and optimising across multiple companies. This is a long‑term support role for someone who is proactive, reliable, and comfortable working with small, growing businesses. Responsibilities: Monthly bookkeeping and reconciliations Preparation and submission of annual accounts Corporation tax filings and guidance VAT returns (if applicable) Payroll support (optional but helpful) Tax planning and advice across multiple entities Ensuring compliance with UK accounting standards and HMRC requirements Requirements: Qualified or highly experienced accountant (UK) Experience working with startups and small businesses Strong understanding of multi‑company tax structures Familiarity with cloud accounting tools (e.g., Xero, QuickBooks) Ability to provide clear, practical advice To Apply: Please share your experience with similar clients, your monthly or annual pricing structure, and your availability to begin.
2 days ago22 proposalsRemoteopportunity
Simplifying our Master pricelist
We require an expert to streamline our Master pricelist spreadsheet. The workbook contains extensive data, numerous VLOOKUP operations, and synchronization with our Sage database via the "Sage Data" sheet. Despite a reduced upload copy, the file remains sluggish—taking over a minute to open and delay when saving/closing. Deliverables: optimize formulas, restructure for performance, implement efficient lookup/indexing strategies or Power Query/SQL alternatives, and provide a lean, responsive workbook with documented changes and recommendations.
16 days ago26 proposalsRemoteUK Accounting - Bookkeeping Practice Manager / Consultant
We are building a Practice Management & CRM platform designed specifically for accounting and bookkeeping firms in the UK. We are looking for an experienced Practice Manager, Accountant, Bookkeeper, or Consultant who has worked with UK accounting firms to review the platform and provide feedback based on real-world workflows. What We Need From You • Review our Practice Management & CRM platform • Share feedback on workflows used in UK accounting firms • Suggest improvements based on your practical experience • Provide insights on current tools used in the industry (Karbon, Senta, Pixie, BrightManager, Xero Practice Manager, etc.) • Participate in a 30–60 minute feedback call Ideal Candidate • Current or former Practice Manager in an accounting firm • Accountant or bookkeeper with experience in UK accounting practices • Consultant working with accounting/bookkeeping firms • Familiar with accounting workflows such as VAT returns, payroll, self-assessment, bookkeeping, and year-end accounts • Experience using practice management tools is a strong advantage Project Details • Type: Freelance / Consultation • Duration: 30–60 minute session (with possibility of ongoing feedback) • Compensation: Fixed payment for consultation • Remote work How to Apply Please include the following in your proposal: Your experience working with UK accounting firms Practice management tools you have used (Karbon, Senta, Pixie, etc.) Your role in the firm (Practice Manager, Accountant, Bookkeeper, Consultant, etc.) We are particularly interested in professionals who understand how accounting firms manage clients, tasks, compliance deadlines, and internal workflows.
19 days ago6 proposalsRemoteConstruction Industry Scheme VAT LTD company advise accountant
Seeking an experienced accountant or bookkeeper with demonstrable Construction Industry Scheme (CIS) and VAT expertise to advise a VAT-registered Scottish property company. The company holds a property with planning permission for commercial-to-residential conversion; VAT treatment is complex. Responsibilities include reviewing current VAT position, advising on CIS obligations, identifying optimal VAT accounting and recovery strategies, ensuring compliance with UK HMRC rules, and recommending record-keeping and reporting best practices. Prior relevant experience is mandatory.
12 days ago11 proposalsRemoteI need someone to make my annual return for my LTD company
I am looking for an experienced accountant/bookkeeper to prepare and file the annual return for my UK Limited company. The company activity is very minimal, with around 20 transactions in total for the entire year, so this should be a straightforward and quick task for someone who knows what they are doing. Requirements: - Experience with UK Limited company accounts and filings - Familiarity with HMRC and Companies House requirements - Ability to complete the work accurately and efficiently Budget: My budget is strictly £50. Please do not apply or message me if your fee is higher than this, as I will not be able to proceed. Looking for someone reliable and fast. If everything goes well, there may be future work opportunities. Thank you.
16 days ago12 proposalsRemoteopportunity
Rent Reconciliation Assistant (Property Management | Part-Time)
I have a UK-based property management company looking for a reliable and detail-oriented individual to support us with weekly rent reconciliation and light bookkeeping. This is a part-time, ongoing freelance role (approx. 3 hours per week), ideal for someone organised, consistent, and comfortable working with financial records. The core of the role is simple: -You’ll review rental income once per week, identify who has and hasn’t paid, update records clearly, and send an initial reminder where needed. You’ll also assist with basic tracking of outgoing payments. We work primarily with Google Sheets and our property management system COHO, so experience with either (or the ability to learn quickly) is important. We’re looking for someone who is dependable, detail-focused, and able to carry out this task consistently each week on an agreed day. Key details: -Part-time (around 3 hours per week) -Fully remote -£11 per hour -Ongoing work -Weekly task completed on a consistent day If you have experience with bookkeeping, rent tracking, or financial admin and take pride in accuracy and organisation, we’d love to hear from you. To apply, please include: -A short summary of your experience -Any relevant work with rent reconciliation or similar -Your experience with Google Sheets -Whether you’ve used COHO or similar systems
11 hours ago13 proposalsRemoteopportunity
Accountant for 18-Month Accounts & CT Tax Filing (Micro-Entity)
Job Description: I am looking for a qualified UK accountant to prepare and file my company's annual accounts and Corporation Tax returns. My business is a UK-based services company, and I use Xero for bookkeeping (all books are up to date). My Situation: Business type: UK services company (micro-entity) Accounting software: Xero (bookkeeping already processed) Period of account: 18 months (due to a recent year-end change) Requires: Two Corporation Tax accounting periods (first 12 months, second 6 months) Profit summary: Profitable in first period, small loss in second period Requirements: Preparation of annual accounts for Companies House Preparation and filing of two CT600 returns with HMRC Claim loss relief to carry back the second period loss against the first period profit What I Need From You: Your fixed fee for this work Confirmation that you hold a current practising certificate with a recognised UK accountancy body (e.g., ACCA, ICAEW, IFA, CIMA, AAT) Confirmation that the loss relief claim is included in your service Any relevant experience with 18-month accounting periods or micro-entity accounts Next Steps: Please message me with your quote and confirm the above. I am happy to share full financial details once we agree on scope and fee. Thank you.
a month ago22 proposalsRemotePT EA / Legal Coordinator — Birmingham — Remote and in-person
Freelance Executive Assistant / Legal Coordinator — Birmingham — Remote with occasional in-person meetings £25–£39/hour — 5-10 hours/week, flexible I'm based in the US and need a sharp, experienced professional to help coordinate legal and financial matters on behalf of a family member in Birmingham, a young woman who is inexperienced in financial/house management/and legal matters and needs help. This is ongoing, part-time freelance work. What's involved: Liaising with solicitors handling an LPA and will with mother in longterm care near Solihull Coordinating with a US-based immigration attorney Managing a house clearance and preparing a property for rental/sale in Solihull Communicating with banks, insurance companies, and estate agents Light bookkeeping and budgeting support Keeping me informed with regular updates What I'm looking for: Experience as a legal secretary, paralegal, PA to a solicitor, or similar Someone comfortable dealing with professionals independently Organised, discreet, and responsive by email Based in or near Birmingham for occasional in-person tasks Invoices as self-employed This is a small but steady engagement — the right person could see it grow as the estate matters develop.
14 days ago3 proposalsOn-site in Birmingham, GBopportunity
UK Accountant needed for one-off review of Ltd company
Hi, I’m looking for a UK-based qualified accountant (ACCA/ACA preferred) to carry out a one-off review of my Ltd company accounts. My previous accountant mainly handled year-end accounts and PAYE, so I currently don’t have a clear understanding of my overall financial position. Important context: This may require reviewing multiple years of accounts (potentially going back to around 2017), as I have had limited visibility over my finances over time. I am looking for a full reconstruction of my position across those years to clearly understand how my company finances have evolved. I need help to review and clarify: -Director’s Loan Account (if applicable) -Salary vs dividends across previous years -Retained profits -How withdrawals have been treated over time -How the current company balance has been built -Current company cash position and what can be safely withdrawn The goal is to fully understand: -What funds in the company belong to me -What may be subject to tax -What (if anything) can be withdrawn without additional tax -How to structure things correctly going forward What I’m looking for: -UK-based accountant with experience in small Ltd companies -Strong understanding of director’s loan, PAYE, dividends and corporation tax -Experience reviewing multi-year accounts / clean-up work -Ability to explain things clearly (non-technical language) -This is a one-off project, not ongoing bookkeeping (for now) Please include: -Your experience with similar cases -What information you would need from me -Estimated timeline and cost Budget: Open to proposals Thank you!
17 days ago13 proposalsRemote
Past "Sage-bookkeeper" Projects
Bookkeeper needed
Hi, I run a small UK based accountancy practice. I’m looking for a UK based remote bookkeeper/admin assistant to support a few hours a month with: 1. Preparing engagement letters 2. Onboarding clients onto CRM 3. Monthly bookkeeping 4. Bank recs 5. Payroll 6. CIS reporting Must have Xero and quickbooks experience. Must be comfortable with the odd call outside of work hours as I run my business in evenings and weekends. But all work can be completed whenever suits the candidate. Please respond with your hourly rate, minimim hours required per month and availabiltiy. Thanks Beth
OpenCart to Sage Integration and Automation Setup
Integration Setup – Establish a secure connection between OpenCart and Sage to enable data exchange for customers, orders, and invoices. Pro Forma Workflow – Automate the creation and handling of pro forma orders, ensuring they can be reviewed and converted when confirmed. Automatic Invoice Generation – Create invoices in Sage automatically based on order status (e.g., approval or payment), including customer and order details.
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Bank Reconcilliation
I need our bank reconciled as our bookkeeper has disappeared! This needs to be done from now back to June 25 - it approx two pages of transacations per week using Quickbooks
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Xero Bookkeeper [Health Care Agency]
I need a bookkeeper to look after a health care business They use Xero and a Care MIS system which inform fund rates, charge rates, invoicing clients and wages by hours/shifts worked The bookkeeper can work on monthly retainer and do the month end and year end bookkeeping, tidy up Xero and ensure timely reports, filing and wages billing to clients and chase existing debtors Tasks in short -prepare monthly payroll for carers and salaried staff with Care MIS inputs of hours worked, leave, mileage etc -prepare and submit client invoices from the Care MIS reports for the month -collect and deposit the odd cheque from few clients [2-4] -issue monthly reports - P&L and Balance Sheet -track bills and debts [both client and staff debts] The thinking is 1 week each month would be ideal
Bookkeeping help needed on 52 line spreadsheet
I need someone to help me balance a Transaction / income / year end valuation / reconciliation / form 5500 EZ Summary spreadsheet. (see example of the sheet without numbers). This is information for my solo401K and I would like for it to balance. The spreadsheet only contains 52 lines for Transactions and 34 rows for Income, but I need help balancing it and can't seem to figure it out. I had claude.ai do up the template for me and have the data entered. But things are not adding up. Please help
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Bookkeeping
Hi there Looking for someone to leave the bookkeeping and annual returns to for a small Ltd company consultancy business with annual returns of around £35,000-£40,000. Initially, advice would be required on reconciling -2-3 transactions where funds have been transferred to my personal account and -2-3 purchases that might not constitute an allowable expense. Going forward as I am also in full-time employment there will be very few occasions where withdrawals will be made. Perhaps once or twice a year only and advice would be required on the best way to deal with this. Essentially, I am hoping to find someone who I can send the business bank statements to and they will oversee the accounts and returns and ensure I am compliant. I have used the PPH suggested fee for this but please do submit proposals based on your annual fee to deal with the above and feel free to ask any questions. Thank you
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Custom Contractor Management System (Replace Tradify)
Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track invoices) • Client invoice management (create, track, integrate with Sage) • Reports: Timesheets, material usage, profit analysis • Engineer live map / GPS tracking overview • Alerts: overdue invoices, missing photos, incomplete jobs • Role-based access: Admins, Managers, Accountants, Field Supervisors B) Mobile App (Engineers) • Job list (assigned / in progress) • GPS tracking (real-time + periodic, check-in/out) • Job report form: • Time on site (auto/manual) • Travel time • Materials used • Parking / fees • Findings & recommendations • Tick-box checklists • Photos (before/during/after) • Submit reports to web dashboard • Timesheet tracking + weekly summary C) Subcontractor Module • Assign jobs to subcontractors • Track job status • Generate Purchase Orders (POs) • Track subcontractor invoices (manual + CSV/XLSX upload) • Automatic reminders for due / overdue invoices • Exportable / Sage integration D) Invoicing Module • Quote → Job → Invoice workflow • Retainers / deposits • Recurring invoices • PDF export • Sage integration first → Xero later E) File Upload / Import • CSV/XLSX upload for subcontractor invoices • Validate fields, duplicates, missing info • Track manual vs file-uploaded invoices F) Reporting • Job summary, material usage, profit analysis • Timesheets & payroll export • Engineer GPS history / route playback ⸻ 2️⃣ Technical Requirements • Backend: Node.js + NestJS • Web Frontend: React + TypeScript • Mobile App: React Native (iOS + Android) • Database: PostgreSQL • Realtime cache / GPS: Redis • Hosting: AWS + Docker + CI/CD • Accounting integration: Sage first, Xero later • Notifications: Push + Email • GDPR-compliant storage and encryption ⸻ 3️⃣ Deliverables • Fully functional web dashboard • Mobile apps for engineers (iOS + Android) • Subcontractor management module (web + optional mobile) • Invoicing module with Sage integration • Timesheet + GPS tracking module • Database schema & API endpoints • File upload / import functionality • Deployment scripts (AWS / Docker / CI/CD) • Documentation (user manual + API documentation) ⸻ 4️⃣ Project Phases / Milestones Phase 1 – MVP: • Engineer mobile app (GPS + job reports + timesheets) • Web dashboard (job management + reporting) • Subcontractor module (manual + file upload invoices + POs) • Invoicing (Sage integration) Phase 2 – Optional: • Advanced reporting / analytics • Xero integration • Material stock & procurement • Client portal Phase 3 – Optional / Future: • SaaS multi-company version • AI-assisted job report summary • Fleet & asset tracking ⸻ 5️⃣ Requirements from Freelancer • Experience with Node.js, React, React Native, PostgreSQL, AWS • Experience building CRM / ERP / field service apps • Ability to design scalable architecture • Experience with API integration (Sage/Xero) • Ability to handle file uploads, CSV/XLSX imports, and validation • Strong English communication and documentation skills • Deliver code in phases/milestones • Provide full technical documentation + deployment scripts
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Accounts for Companies House & HMRC CT600 for micro entity
Prepare and file micro-entity annual accounts with Companies House and HMRC (CT600). Produce draft accounts based on the existing submission, reconciling figures to match Companies House and CT filing requirements. Provide the accounts in an Excel or Numbers spreadsheet with correct check figures and working schedules. Company turnover ~£300k. Include a brief assessment of bookkeeping/accounting issues and recommendations to address gaps prior to final submission.
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Need classic asp code on my websites updated to asp.net etc
Update legacy Classic ASP sites to modern ASP.NET: migrate Classic ASP code and MySQL/Access/Excel-derived databases to ASP.NET, rebuild or replace the backend order-processing system, remove Sage Pay and integrate a modern e-commerce payment gateway, and restore integrations with Amazon and eBay. Tasks include diagnosing broken pages, rewriting data-access scripts, ensuring secure server deployment, and delivering tested, documented code. Budget-conscious proposals welcome with estimated timeline and cost. Websites: doubleimage.co.uk and uksafetysigns.co.uk.
Accountant: UK & Hong Kong (Intercompany & Audit-Ready Books)
We are looking for an experienced freelance accountant to manage bookkeeping for two related small companies: • Hong Kong holding company (principal – sells to customers outside HK) • UK subsidiary (agent – holds PSP agreements and collects customer payments, remits to HK) Annual revenue is modest ($23k in 2024, ~$47k in 2025), but there are intercompany transactions that must be handled correctly. Scope of Work • Bookkeeping for both HK and UK entities • Proper recording of PSP statements and bank transactions • Intercompany reconciliation (HK parent / UK subsidiary) • Month-end reconciliation and clean trial balances • Preparation of audit-ready schedules for the HK statutory audit • Liaising with the HK auditor during the audit process Tax filing is optional. The HK audit will be handled by a separate CPA firm, but we would like the accountant to support and coordinate with them. Requirements • Proven experience with multi-entity bookkeeping • Strong intercompany reconciliation experience • Experience preparing books for external audit • Comfortable working with QuickBooks or Xero • Detail-oriented and structured (not basic data entry) When applying, please briefly explain: Your experience with intercompany accounting Your experience supporting audits Your hourly rate