Sage Bookkeeper Projects

opportunity

Financial Systems Manager (Sage X3) – Freelance

We’re looking for an experienced Financial Systems Manager to support our finance function on a freelance basis. What you’ll do: Prepare monthly management accounts (P&L, variance analysis, commentary) Support budgeting, forecasting, and performance reporting Build and maintain KPI dashboards for senior stakeholders Analyse costs, margins, and profitability Act as a finance partner to operational and commercial teams Support year-end processes and liaise with accountants/auditors Lead Sage X3 system support, enhancements, and reporting improvements Ensure data accuracy and strong financial controls What we’re looking for: Strong hands-on experience with Sage X3 (essential) Solid background in management accounting and financial analysis Comfortable working independently and communicating clearly with non-finance teams Detail-oriented, practical, and improvement-focused Engagement: Freelance / remote Competitive hourly or daily rate based on experience Ongoing work for the right person Please include your Sage X3 experience and availability in your proposal.

urgent

Excel automation – eBay payouts → Sage 50 import

I’m looking for an Excel + Power Query specialist to build a simple, robust Excel template that converts eBay payout CSV exports into a Sage 50–ready import file. Input eBay transaction/payout CSV export File includes multiple rows per payout and multiple fee columns (final value fees, international fees, etc.) Required output A Sage 50 journal import CSV with columns: Date Reference Nominal Code Debit Credit Core requirements I paste an eBay CSV into one tab Excel automatically: Groups by Payout ID Consolidates to one line per fee type per payout Produces clean debit/credit lines suitable for Sage 50 Fees should be summed by type (not one line per transaction) One net payout line per payout (via a clearing account) No Excel file corruption or version-specific errors Nice to have Uses Power Query (Unpivot) rather than complex formulas A simple mapping table where I can assign: Fee type → Nominal code Debit or Credit Works in Excel 365 (Windows) What I don’t want Overly complex VBA Hundreds of transaction-level lines Manual steps every time (paste + refresh should be enough) Deliverables One Excel file Clear instructions (or short Loom video) Ideally reusable for future eBay payouts Experience required Strong Excel Power Query / data transformation Accounting awareness (Sage 50 / journals)

opportunity

Adding Woocommerce to a wordpress website,

We need someone who can Add Woocommerce to a wordpress website, with an ability to have a pay by invoice (credit account) and pay immediately by card, and also link this into sage accounting.

urgent

Compile and submit accounts to hmrc

I have been let down by my accountant who has not submitted our year end accounts which are now overdue, as such i need to submit these as a matter of urgency. I have the previous years accounts to hand along with the necessary reports, we did switch from one sage to another mid year but we have closing/opening reports. I have a book keeper who does my basic accounts and vat returns etc.. but she is not comfortable with submitting final accounts as she is not qualified to that level. Generally we just provide the reports to the accountants and and they ask for a stock valuation as thats about it. The company has a turnover of £2.5m due to the high value of products and also has accounts in $ and € but is only a small business with myself as the only employee.

opportunity

New logo design

Would like a new business logo designed for my bookkeeping practice. Attached is my current logo along with a couple I have played around with.

Bookkeeper and Data Assistant needed for our Chicago office

We are seeking a meticulous Bookkeeper and Data Assistant to join our Chicago office. The ideal candidate will possess strong organizational skills and a keen eye for detail, ensuring accurate financial record-keeping and data management. Responsibilities include maintaining financial records, processing transactions, reconciling accounts, and assisting with data entry tasks. Proficiency in accounting software and Microsoft Excel is essential. If you are proactive, detail-oriented, and eager to contribute to a dynamic team, we invite you to submit your proposal for this exciting opportunity.

opportunity

Microsoft Dynamics 365 Finance Setup and Config

We are seeking a Finance Data Migration Consultant with a strong understanding of core accounting principles and bookkeeping to set up our Microsoft Dynamics 365 Finance environment. The project involves migrating 18 months of historical data from Sage 50 and configuring specific workflows for Accounts Payable and Employee Expenses. All current historical data relates to our UK entity but we will in due course be operating accounts for UAE and Global as well which needs to be factored into the setup of Dynamics setup. Key Responsibilities 1. Historical Data Migration - Scope: Import approximately 18 months of historical records, primarily focusing on transactional data and payroll journal summaries. - Source Data: We will provide the historical data in 3 Excel files (already exported from Sage 50). You will aid in loading this data into Dynamics 365 Finance, ensuring proper dating and categorization of all opening balances and transactions. - Reconciliation: Perform comprehensive, auditable reconciliation checks between the final Sage 50 reports and the imported Dynamics 365 balances to guarantee zero data loss and absolute accuracy post-migration. 2. Functional Setup Context: We are a largely remote business and therefore require automation of entries into the ledgers in the first instance, and the ability to track invoices or expenses through an approval process – confirming the expense as a valid business expense for services received or goods received, from the correct counterparty and for the correct amount.  This needs to be done within the “system” with approvals “signatures” noted electronically within approval limits. - Accounts Payable (Invoice Management): We require a simple, lightweight approach to handle invoices for services subscribed to or products purchased. - Email Ingestion: Setup must include a workflow where invoices sent to a specific company email address are ingested/handled within Dynamics 365. - Employee Approval & Audit: We need a way for employees to either enter items (for expected invoices) or approve invoices that have come in. This must include a simple audit process to track exactly who entered or approved the expense. - Employee Expenses: Configure the Expense Management module (or appropriate workflow) to allow team members to easily upload and submit expense claims for approval Each of these categories can be served by an add-in or configuration of the stand Prerequisites - Proven experience with Microsoft Dynamics 365 Finance implementation and data migration. - Strong knowledge of Sage 50 structures to understand the source data. - Ability to configure email-to-invoice workflows (via standard D365 features, OCR, or Power Automate). Timeline - We are able to have a call to go over the requirements/deliverables if required. - Please provide an outline of your proposal to fulfil the requirements outlined above and an estimated timeline for the full process (Migration + AP/Expense Setup). e.g., 1-4 Days, 1 week.

Xero Bookkeeper UK Ltd Company, (EUR/GBP), Quarterly VAT

I run a small (Staff one / me) UK limited company (TV and publishing industry), I need ongoing support with my Xero bookkeeping. My main challenge is that most of my expenses and revenue are in euros, and my entries in Xero often require cleanup before VAT filing. I’m looking for a reliable Xero expert to: Reconcile bank accounts (including Wise, Starling, HSBC (EUR & GBP) Remove duplicated/miscoded entries Apply appropriate nominal codes (chart of accounts) Tidy up entries to prepare for quarterly VAT returns Help automate and streamline Xero where possible (bank rules, suggestions) Possibly support with Hubdoc or receipt processing Requirements: Xero-certified or highly experienced (min 2+ years) Excellent with multi-currency EUR/GBP and UK VAT Strong attention to detail Good communication in English Can work securely within Xero user roles (no need for full access) Budget: Ongoing, quarterly work — likely 3–6 hours per month Fee depending on experience

Year end accounts for UK companies

We are a UK-based accounting firm looking to engage an experienced accountant based in the East on a casual / freelance basis to assist with UK year-end accounts preparation, with the potential for ongoing work. Scope of Work - Preparation of UK statutory year-end accounts - Working from trial balances and bookkeeping records - Preparing schedules and working papers - Liaising internally to resolve queries - Following UK accounting standards and formats Essential Requirements (Please read carefully) - Based in the East (India, Pakistan, Sri Lanka, Bangladesh, etc) - Part qualified in ACCA / ACA - Minimum 3 years’ experience in the Accounting Field with prior experience in the BPO sector - Proven experience preparing UK year-end accounts - Experience using Xero - Excellent attention to detail - Good command in English (written and spoken) - Good knowledge in IT - A fast learner Working Arrangement - Fully remote - Flexible hours - Work assigned per job This can turn into a long-term relationship for the right person. How to Apply - please include: - A brief summary of your UK accounts experience - The types of UK clients you’ve worked with - Software you have used (Xero, etc.) - Your hourly rate - Availability per week Applicants without UK accounting experience will not be considered.

opportunity

Commercial software for Accounting UK

Looking for Developers to Build an HMRC-Compliant Accounting Platform I’m looking for a developer or team to build an online accounting and tax platform similar to Capium/Sage/Apari Software/BaseTax Limited /Blueprint Labs/ BTCSoftware by Bright/CalCal Ltd fully compliant with *HMRC requirements* (Making Tax Digital). Platform Goals: * Enable businesses and accountants to submit VAT, Income Tax, and payroll data digitally. * Support secure digital record-keeping-with audit trails. * Direct API submission to HMRC (MTD-compliant). * Role-based accounts (admin, accountant, client). * Cloud-based document management and dashboards. * Automated calculations for VAT, payroll, and tax returns. * Scalable, secure, GDPR-compliant web application (mobile-friendly optional). Technical Requirements: * Integration with HMRC APIs(sandbox testing first). * OAuth 2.0 authentication for users. * Complete audit logs and secure data handling. * Optional: notifications, reporting, and analytics. What I’m Looking For: * Experience with tax/accounting software or HMRC API integration * Ability to deliver an *MVP first*, then scale. * Portfolio of similar projects. * Suggested tech stack, timeline, and cost estimate. Think Capium + HMRC MTD compliance but modern, user-friendly, and scalable.