Xero Certified Advisor Projects

I need to reconcile my xero account

I need to reconcile my xero account, must have experience with Xero January to June 2024

Help setting up Xero leave and contract checks

I have a small business with four employees, one full-time and three part-time. I am looking for someone who can help review their contract and holidays to ensure the contract is correct. I am also looking for someone who can assist in setting up their leave in Xero Payroll.

Xero Cheaper Reoccurring Payments Consultation (Stripe Alt.)

Hi, a client of mine needs help with finding a way to reduce fees on reoccurring payments in Xero. Stripe is costing them a lot of money, especially in the US. This is purely for invoicing from Xero, so 'no API stuff'. I see a lot of people recommend Gocardless and Payrix apps however. But it would be appreciated if you could perform a paid-for 1 hour consultation to review the use cases

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TRADING BOT/CODING

Hi we are seeking someone who has some experience in coding a Bot or a Expert advisor for online trading (forex, commodities etc) The strategy would be provided in logic but also some of the coding will be provided (for some of the indicators). The Bot/coding will be incorporated either in metatrader or other platforms like Trading view and then need linking to brokers. There may need to be some API Integration. Needs to be coded for both live trading and backtesting. Can discuss details

The Seed Enterprise Investment Sheme

I need some guidance on SEIS application. Only UK based accountants/tax advisor please. Please message me with your fee for the service. Many thanks.

UK based client caller

We could do with an extra set of lungs on the phone! In our industry, clients pay by direct debit; if their DD fails, they need help getting it set up again, or, an appointment booking to speak to their insurance advisor. We've a list of people to get through, so, a strong sales style, heavy call numbers and a well spoken native is needed for an immediate start. If it's you, then kindly attach a short audio clip so we can gauge your sound and style and if you fit, we can have a short chat and look to onboard you:)

API Automations

We use - Pipedrive as our CRM The following feed into it - Quotient - Magento - Xero - Klaviyo Task 1 - Make the most of API - for example Zapier to move as much as we can into the CRM Task 2 - Automate Business Activity into Monthly Reports See spreadsheet attached.

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Blackjack playes

to develope a web based game of blackjack, allowing members to login in, create accounts keeping data of any data required, multiple groups to be created and invite others to group, play and track all groups . accounts to be created, program must pass as secure by a gaming certified company to enable a gaming lience to be issued

Employment law expert/solicitor/lawer needed

I am looking to secure periodic guidance and expertise from an experienced employment law professional as I progress through an ongoing tribunal matter. Specifically, I am seeking someone well-versed in handling tribunal processes who can review documents and provide strategic counsel on next steps. As the Claimant, I have already submitted my ET1 form and am building my case, but will benefit tremendously from vetted advice and recommendations from someone intimately familiar with proceedings. An ideal candidate would have direct experience representing Claimants through to hearings and be able to draw from relevant knowledge of tribunal procedures, rulings, and best practices. While occasional consultation is preferable given my evolving needs, the selected individual should have strong research and analytical skills to evaluate submissions in a timely manner. Competence in clearly communicating complex employment law issues to a non-legal audience is essential. Ultimately, their guidance will aim to strengthen my position and empower well-informed decisions at each stage. This is an excellent opportunity for an employment solicitor, barrister or advisor to offer insightful consultations leveraging years of tribunal expertise. Candidates ideally residing in Unite Kingdom are strongly encouraged to apply. Please outline your relevant qualifications and estimated rates to indicate your interest. I look forward to reviewing responses to find the best fit to assist in navigating this process.

Freelance Admin Support Needed

Hello! I am a tech advisor & consultant looking for a reliable and organized admin support professional to join my team. Your contributions will play a crucial role in ensuring smooth operations and enhancing client relationships. Key Responsibilities: - Responding to client messages, emails, and calls with professionalism and promptness - Scheduling and booking online meetings and appointments - Managing my calendar to optimize productivity - Coordinating logistics for events or webinars - Maintaining organized records and files Requirements: - Proven experience in administrative support or similar roles - Excellent verbal and written communication skills - Strong organizational and multitasking abilities - Proficiency in common office software (e.g., Microsoft Office, Google Workspace) - Ability to work independently and meet deadlines - Tech-savvy with a good understanding of online communication tools

UK accounting and Taxation

I seek an experienced bookkeeper and accountant to assist with the yearly accounts finalisation and tax compliance work for a UK based business. The ideal candidate should have extensive practical experience utilizing mainstream accounting software such as Xero or IRIS to maintain the books of accounts. They must be proficient in processing bookkeeping entries for income/expense ledgers along with VAT, PAYE, and CIS returns. As this is recurring work, applicants should demonstrate expertise in preparing year-end financial statements adhering to FRS102/FRS105 standards. The finalised accounts would then need to be used to complete the corporation tax computation and CT600 filing. Applicants must have intimate knowledge of UK taxation regulations concerning areas like capital allowances, tax deductions etc. The candidate should be adept at interpreting complex tax laws and identifying optimisation strategies. Qualified accountants with a finance or bookkeeping degree/diploma and a proven record of delivering critical annual reporting and compliance work on time are encouraged to submit their profile outlining experience and hourly rates for consideration.

Finance, Accounting & Administration Assistant

Finance & Administration Assistant (UK Based Freelancer) Hours: Part-time, starting 10-20 hours per week, with potential for growth to Full Time as the business expands. Company Overview: We currently operate two care homes dedicated to providing excellent resident care in a positive and supportive environment. We are expanding our business and looking for a skilled, detail-oriented Finance & Administration Assistant to support our financial and administrative operations. Role Overview: This role will report directly to Director of Property & Finance, and will involve independent work while coordinating closely with our home managers, external payroll team, and accountants. The role will initially focus on core financial and administrative duties with opportunities to take on greater responsibility as the company grows. Key Responsibilities: Finance & Accounting - Work closely with home managers to manage invoicing, expense processing, and monitor cash flow. - Liaise with payroll team for payroll processing. - Coordinate with councils regarding purchase orders and financial queries. - Assist with new care home appraisals, business analysis, and monthly and year-end reporting. - Manage wage setup on the accounting system and oversee payment runs. - Handle bookkeeping, including receipt and invoice management on Xero. - Prepare cash flow forecasts and reporting - Submit invoices, manage edits, issue credit notes, and oversee credit control, liaising with residents’ families where necessary. Administration - Establish and manage utility accounts for care homes. - Format documents, spreadsheets, and other key business documents. - Support administrative systems management, including diary management and scheduling. - Assist with document organisation and digital file management. - Assisting Director's with various ad-hoc tasks as required Ideal Candidate Profile: Experience: Qualified or experienced in accounting, ideally with previous experience in care homes, home care or related sectors. Software Proficiency: Proficient in Xero (training provided for additional systems as needed). Soft Skills: Strong communication skills, empathy, and an ability to engage professionally and sensitively with residents’ families. Independence: Comfortable working remotely with minimal supervision while maintaining regular communication with key team members. Why Work with us? - Flexible, remote working arrangements. - Opportunities for career progression as the company expands. - A supportive team dedicated to making a meaningful difference in residents’ lives.

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Children's LifeSkills - Instructor Education Program

Project Brief: Recruiting LifeSkillsKids Instructors via Social Media Campaigns Objective: We are looking for a partner to design, implement, and manage an impactful social media campaign to attract new instructors for our LifeSkillsKids program. The campaign's mission is to inspire individuals to sign up as certified instructors, empowering children through life skills education while enabling instructors to achieve flexible, meaningful careers. Target Audience: The campaign will focus on recruiting: - Parents seeking flexible, rewarding work opportunities. - Fitness and dance coaches who want to diversify their offerings. - Entrepreneurs aged 18+ looking to be their own boss while making a tangible difference in children’s lives. Campaign Scope: - Develop and manage campaigns across Facebook, TikTok, and Instagram. - Create engaging content that emphasizes the benefits of becoming a LifeSkillsKids instructor: flexibility, fulfillment, and the chance to work independently. - Optimise reach and engagement using data-driven strategies to target high-potential candidates in key UK cities during the first phase, with plans to expand internationally as the program grows. - Edit provided video and photo content to suit the specifications and best practices of each social media platform. Deliverables: - A rolling monthly campaign plan focused on achieving conversions. - Platform-specific content designed to maximize engagement and reach. - Regular performance tracking and reports with actionable insights for continuous improvement. Key Metrics: - Social media reach and engagement rates (likes, shares, comments, etc.). - Conversion rates of potential instructors visiting the program page: https://lifeskillskids.com/become-an-instructor/ Paid Media Budget and Growth Potential: - Initial budget: £500–£1000 per month for paid social media advertising. - As more instructors sign up and our customer base grows, we plan to increase advertising spend and extend our partnership to scale efforts. Submission Details: We are seeking proposals that outline: - Your strategy for targeting, engaging, and converting potential instructors. - Your approach to campaign management and content creation. - Pricing and performance benchmarks for a rolling monthly partnership. For more details about our program, visit our website: www.lifeskillskids.com Take a look at our existing posts here: Facebook: https://www.facebook.com/LifeSkillsKidsGlobal/ Instagram: https://www.instagram.com/life_skills_kids/ Let’s collaborate to grow a network of passionate instructors and make a meaningful impact on children’s lives!

An Innovative, AI-Driven Recruitment CRM

Project Brief for Freelancers: Development of An Innovative, AI-Driven Recruitment CRM Overview a cutting-edge CRM designed to revolutionise recruitment through intelligent automation, gamified user experiences, and a visually vibrant interface. This project is an opportunity for developers to work on a scalable platform aimed at transforming recruitment efficiency and engagement. Project Goals Engaging and Vibrant UI/UX: Create a CRM that’s visually appealing with cheerful colours, playful fonts, and high-quality graphics. Integrated Training Modules: Develop an embedded e-learning platform for easy access to training materials. Efficient, Compliant Onboarding Process: Implement workflows for document submission, background checks, and compliance, including safeguard checking integration to streamline security checks (e.g., DBS in the UK). Re-engagement Tools for Inactive Staff: Set up segmentation tools and automated messaging for reactivating potential candidates. Integrated Communication Channels: Embed SMS, email functionalities, and a mobile app for real-time communication. This should centralise all communications within the CRM to avoid scattered messaging. Interactive and Gamified Timesheets: Create a gamified timesheet submission experience. Automated Marketing & Lead Generation: Develop AI-driven tools for automated marketing and lead generation. AI-Powered Job Matching: Build a custom matching algorithm based on candidates' skills, preferences, and specific attributes, providing a bespoke matching advantage. Compliance Management: Compliance tracking for certifications and legal requirements, freeing up administrative time. Automated Invoicing and Xero Integration: Streamline financial transactions and invoicing, reducing manual errors. Gamified Performance Metrics: Add game-like elements to track and celebrate achievements. Personalised Avatars and Rewards System: Enable staff to create avatars and earn rewards, fostering engagement and motivation. Group and Individual Competitions: Design leaderboards and competition features to foster healthy competition and teamwork. Interactive Dashboard with Feedback: Build a dashboard that shows real-time progress, rewards, and achievements in an intuitive, engaging way. Client Rewards Programme: Implement a points-based rewards system where clients can earn and redeem points for bookings or engagements. VoIP Integration: Integrate a VoIP system for one-click calls, call tracking, and conversation logging, centralising communication within the CRM (potential providers include RingCentral, Twilio, or 3CX). Recruitment-Specific Functionalities To ensure that the CRM is fully tailored to recruitment needs, please integrate the following: Candidate Management: Develop features to track candidates through each stage of the recruitment process (e.g., sourcing, interview, placement). AI-Powered Job Matching: Explain that matching is based on specific candidate skills and preferences for a tailored experience. Safeguard Checking Integration: Integrate background and safeguard checking tools (e.g., DBS checks) as part of compliance tracking. Re-Engagement and Talent Pooling: Enable segmentation of inactive or dormant candidate data, with automated notifications for reactivation. Onboarding Automation: Detail the automated steps required in the onboarding workflow, such as background checks, compliance, and digital document submission. Integrated Communication Channels: Ensure that the CRM includes centralised SMS, email, and VoIP functionalities for efficient candidate and client communication. Client-Specific Features: Include tailored tools for clients, such as a points-based rewards system and one-click booking capabilities. Developer Requirements Proven experience with CRM development, ideally with recruitment or gamified platforms. Familiarity with AI/automation tools, LMS systems, and data security practices. Ability to integrate UK-specific compliance requirements and handle data protection with secure architecture. IP and Code Ownership Ownership of the source code and IP will remain with the client to allow for future scalability and potential resale.