Xero Projects

Reporting on XERO

Hi, I'm looking to book a call with someone to talk me through accessing reports of XERO. Primarily this is to track 12-month rolling for VAT purposes. Thank you, Martin

opportunity

Balance Sheet entries onto Xero

Having recently purchased a small company, all of the entries have had to be uploaded onto new package Xero. This has been completed but there are additions and information that needs to be added to the balance sheet as well as other additions. I need help to complete these items and maybe support each month, but initially its to enter balance sheet entries and tidy up the set up. estimate 1 days work.

Xero bookeeping

I need a bookkeeper in the UK (only UK) to align our bank transactions with Xero (2023 and 2024). Estimated 6-8 hours

Casflow and finance help

I have friend with another company , we have neglected the accounts and they are a mess we need someone with real world experience and able to use xero to help sort it details will be shared via whatapp

Looking for a full time VA / PA

Hi looking for: I am accountant and run a busy business, I need a reliable hard working PA / VA who can work between 30/35 hours per week, on a work from home basis, You will be a permanent member of the team, some of the tasks which will need doing are summarised below: 1. TWB Projects 2. Send copy of Staff Handbook Generic 3. TWC Header for papers 4. Book review 5. Amazon vouchers 6. Xero 2024 Clients list 7. Loom demo for Engager app 8. Contact Letting Agents 9. Delphi & loom/attachment 10. Filipino PA for Aaron's mate 11. Spreadsheet for TWB and BIAB 12. List down all those who expressed interests 13. Whale training 14. Discover the free version of Whale and create Loom for Aaron 15. Legal document check for Aaron's Partnership Contract 16. Weekly and monthly checklist (Record on Whale) 17. Check all the subscriptions to ensure no unnecessary accounts 18. Xero invoice check 19. Rain Reeds 20. Book meeting for Kim and Aaron (First 3-month appraisal) 21. Add 2020 training to all team members 22. TWC Website: MW's how to create a brilliant website 23. Add Sarah to 2020 24. WPJ Brochure 25. CVs for CLIENT NAME / PRIVATE 26. Pixie task template to Engager 27. November Payroll 28. Company Research: o Link 1: Companies House Filing History o Link 2: Consumer energy solutions (CES), Swansea, South Wales 29. Label Origin: Add to Xero 30. 2020 Training for Kim 31. Companies House Invoices Audit 32. Admin time task: Flag team members exceeding 15 minutes 33. Xama password for Aaron 34. September/October P&L 35. PCN Payment: Bus lane 36. Garden work 37. Pixie training task: Assign to the team 38. ID Checks: Run IDs through Xama (Carr and Morton) 39. BIAB Link 40. YouTube videos: Upload reels 41. Webpage Critique for CLIENT NAME / PRIVATE 42. PPH: Get someone for Purchase Order system 43. Amazon voucher 44. AML training for team members 45. Update TWC Website: Include all TWC team members (with 3+ months tenure) 46. Archive clients on Pixie 47. Call Justin and prequalify 48. MW Training: o SOP using AI o Transform Ordinary Copy into Compelling Communication 49. B Investor: Research business/website 50. SOP for Training Post-Action Plan (Monday Meeting) 51. New Channel for the team (Monday Meeting) 52. Monday Meeting Highlights 53. Inbox Screenshot (Monday Meeting) 54. Streem Connect Invoice Audit 55. Excel for Kim's Onboarding Checklist (Monday Meeting) 56. Pay for PCN 57. Cancel Martha Willis Zoom; reschedule next Friday 58. October Xero Invoice Audit 59. Content Perspective on Pixie 60. Business Report for Property Market 61. Business Report for WPJ 62. Edit Plumbing & Heating Brochure 63. SOP with Qasim 64. AML/Xama 65. AWA Webinar Training 66. Checkatrade input 67. Trustpilot 68. Onboard Kim Faulker 69. Contract for Kim 70. Engager App 71. PHEX Aaron Pictures: Add to brochures 72. 2020 Innovations Training 73. Opinion on the book (last edit) 74. Blaze Marketing videos 75. Business Report Questions Template 76. Join Xama demo with Jac 77. Invoice for CLIENT NAME / PRIVATE 78. Recruitment 79. Business Advisory for CLIENT NAME / PRIVATE 80. 2020 Innovations: Add team members to the system 81. Business Diagnostic Questionnaire: Clean up 82. Company Review: o Link: Village Heating Company 83. Video Edit: Try Opus Clip for Aaron's interview 84. Record blogs to the blog log 85. VA search for CLIENT NAME / PRIVATE 86. Video Edit: Chop Aaron's interview video 87. Research Blaze: Usability exploration 88. Update Brochure: Adjust registered office details 89. Business Advisory for TWC 90. MW Training: Company Advisory (Deep research on manufacturing) 91. Delphi: Record the interview 92. Instagram training: Implement everything 93. Create eBook on using Xero for Plumbing & Heating Businesses 94. Swift Heating Diagnostic Report: Clean/edit 95. Blogs from TSH Chapters: Create blog articles

opportunity

Personal Assistant needed. Remote – fully work from home

Personal Assistant (PA) to Entrepreneur and Business Leader Location: Remote – fully work from home Salary: £5-6 per hour around 30 – 35 hours per week About the Role: Are you an organised, proactive, and detail-oriented individual looking for a dynamic and varied role? We are seeking a Personal Assistant to support a busy entrepreneur managing multiple businesses, projects, and initiatives. This role offers an exciting opportunity to work on a wide range of tasks, from administrative and project management to research and creative contributions. Responsibilities: As a Personal Assistant, you will (to name but a few): • Administrative Support: o Manage and update staff meetings, training materials, and team onboarding processes. o Audit invoices, subscriptions, and accounts, ensuring accuracy and cost-efficiency. o Coordinate payroll invoicing, P&L tasks, and financial reporting. o Schedule and manage meetings, calls, and travel arrangements. • Project Management: o Oversee tasks for business growth initiatives, such as updating websites, creating SOPs, and researching new tools. o Assist with marketing tasks, including blog editing, social media strategy implementation, and video content creation. Facebook and Linked in postings. o Support recruitment efforts, prequalifying candidates and preparing job-related documents. • Research and Reporting: o Conduct market research on businesses, services, and tools. o Develop reports on property markets, business advisory, and company diagnostics. • Creative and Strategic Input: o Collaborate on content creation, including brochures, blogs, and training manuals. o Offer constructive feedback on websites, presentations, and marketing materials. • Note other tasks and work will be required to help run a busy business. Who We’re Looking For: We are looking for someone who is: • Highly Organised: You can manage multiple tasks, meet deadlines, and prioritize effectively. • Proactive: You take initiative, solve problems, and anticipate needs. • Tech-Savvy: Comfortable with tools like Xero, CRM, Loom, Teams, Chat GPT and other software platforms. • Detail-Oriented: You have a sharp eye for detail and a commitment to quality. • Excellent Communicator: Strong written and verbal communication skills in English are essential. You will be working alongside the entire team, so lap over into UK time zones is a must. • Adaptable: Able to work in a fast-paced, dynamic environment with ever-changing priorities. • Discreet and Professional: You maintain confidentiality and professionalism at all times. Requirements: • Proven experience in a PA, administrative, or similar role. • Strong proficiency in Microsoft Office and other productivity tools. • Knowledge of bookkeeping or financial reporting is a plus. • Familiarity with business management and growth strategies is highly desirable. Benefits: • Flexible working hours. • Opportunity to work closely with an experienced entrepreneur. • Professional development opportunities in a growing business environment. Ready to take the next step in your career? Note the price is £800 per month. But will pay on an hourly rate, monthly invoice.