Xero Projects

Looking for a Word / Document Design Expert

Looking for a Word / Document Design Expert – Company Headed Paper + Xero Invoice Template I’m looking for someone with strong Microsoft Word and document design skills to help create professional documents for a new company. What I need: • A clean, professional headed letter template (Word format) using my company branding/logo • A custom invoice template designed to look more professional than the standard Xero templates • The ability to upload or implement the invoice template directly into Xero so it works properly for sending invoices Ideally looking for someone who: • Is very comfortable working with Microsoft Word templates • Has experience designing branded business documents • Understands how to implement custom templates in Xero This should be a quick job for the right person, but I’m looking for someone with good attention to detail who can make the documents look sharp and professional. Please include examples of similar work if possible. Thanks

Accounts Preparer

We are looking to add another Accounts Preparer to our growing and expanding team. We will be looking for a reliable team member who can commit to our needs to prepare working paper files and draft TB for businesses from all industries. The majority of our work is based around Xero and as such experience in Xero is a requirement. Estimated 2 - 3 sets of accounts per week required, with a 2 - 3 week turnaround period. Access to online services will be provided. Experience of TaxCalc and advantage.

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VAT returns audit needed

VAT/ Xero expertise needed. Hi, I set up my company in January 2025 and have submitted four VAT returns so far. I’d like to check that the correct amounts of VAT have been paid, as I’m concerned there may be some inaccuracies. When I first set up Xero, I wasn’t fully familiar with the system and have learned as I’ve gone along. As a result, there are several 'reverse charges' and payments showing on the Xero VAT reports that I find confusing, and I’m not confident everything has been treated correctly. Is this something you would be able to assist with if I were to send over the four VAT reports for review?

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Pipedrive - Document automation - proposal build - reporting

We are a UK-based hospitality technology company seeking a Pipedrive Quoting & Proposal Automation Specialist with Xero integration expertise. The objective is to construct a comprehensive quoting and proposal workflow within Pipedrive that empowers our sales team to generate structured quotes, evaluate costs against sale prices, and automatically create branded proposals. The system should enable direct proposal dispatch and facilitate seamless transfer of accepted deals to Xero for invoicing. The scope includes designing a quoting structure, implementing margin calculations, creating an automated proposal template, integrating Pipedrive with a proposal tool, and ensuring a smooth handover process. Ideal candidates must possess robust experience with Pipedrive, CRM quoting systems, margin logic, proposal automation, and Xero integration, alongside familiarity with Zapier and APIs. Prior experience in building similar systems is crucial.

Tax Advice

I need UK Tax advice and xero setup and accounts submission for 20 hours maxI have 4 clients whose accounts need to be reviewed and submitted in the UK plese

Invoice template for use on Enerpize (similar to Xero) HTML

I have signed up with Enerpize for running my parts business. (For info. it is a similar system as Xero). I have been issuing my invoice from an excel spreadsheet and I would like to keep the exact same format. Therefore I need someone to recreate my own invoice on Enerpize (HTML) and link the fields so that I may issue my invoices from this system. I will provide access to the site.

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

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.

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UK Accountant looking for credit control services

We are a UK accountancy firm looking for an experienced credit controller to cover a long-term absence. This is an ongoing role. The budget is a monthly estimate. The initial focus is credit control for our own practice. There is scope to expand this into a client-facing service in future. About the business We act for around 600 clients. Over half pay monthly by Direct Debit through GoCardless. We use Xero for all bookkeeping and billing. What the role involves - Reviewing debtor balances in Xero - Sending payment reminders - Setting up and managing Xero automated reminders - Chasing overdue invoices by email and phone - Speaking to clients in a calm, friendly, professional way - Agreeing and monitoring payment plans - Keeping clear notes and records - Working proactively to reduce overdue debt What we are looking for - UK-based credit control experience - Strong working knowledge of Xero - Confidence on the telephone - Friendly but firm communication style - Well organised and reliable - Comfortable working independently - Experience working with professional services firms preferred Nice to have - Experience using GoCardless - Experience handling monthly recurring fees - Background in accountancy or bookkeeping environments This role suits someone looking for steady, ongoing work rather than a one-off project. Please include details of your UK credit control experience and Xero experience in your proposal.

Need help on Xero 30 mins per day

We are seeking a skilled freelancer to assist with daily bookkeeping tasks on Xero for a small business. The role requires a commitment of 30 minutes each day to ensure that the purchase ledger is meticulously updated and bank accounts are reconciled accurately. This is an excellent opportunity for someone with a strong background in Xero and bookkeeping who can bring efficiency and organization to our financial processes. If you possess the expertise to streamline our accounting practices, we invite you to submit your proposal for this ongoing project.

pre-funded

Simple book keeping corp tax and self assessment.

I have just started a ltd company in march 2025. very smail business. I had an accountant who was expensive and unreliable for what I require. I salary myself 1045.50 per month and take loans that i wish to be converted to dividends. I use a mix of tide and xero. Can you advise and keep my books.

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HubSpot + Xero Integration Specialist

HubSpot + Xero Integration Specialist (UK, B2B, Light Automation) Description I’m looking for an experienced HubSpot consultant to help me set up and sanity-check a clean, Xero-led workflow. We use HubSpot for CRM and deal tracking, and Xero as our accounting system of record. Payments are primarily via bank transfer (BACS), and invoices are high-value B2B (£4,000+). This is not a complex build, but it needs to be done thoughtfully to avoid duplication, confusion, or broken syncs. What I need help with Review and configure the HubSpot–Xero integration (Xero leads) Ensure invoices created in Xero sync correctly into HubSpot Set up deal pipelines and properties so invoice and payment status is visible in HubSpot Create internal alerts/tasks in HubSpot when invoices become overdue Advise on best practice for a relationship-led, low-volume, high-value invoicing model Document the final workflow clearly (simple handover) What I do NOT need Replacing Xero Heavy custom development Complex middleware or over-automation Ideal experience Proven experience with HubSpot + Xero integrations Comfortable working with UK businesses and VAT Strong understanding of B2B sales workflows Able to explain things clearly to a non-technical founder Project scope Short project (likely a few hours) One-off setup + guidance Potential for ongoing ad-hoc support if it’s a good fit Please include: Examples of similar HubSpot/Xero work Your approach to keeping CRM and accounting cleanly separated Availability over the next 2 weeks

Xero expert needed.

We're a small business. We set up in August 2024 using Co-Op as our bank and using bank feeds in Xero. In December 2025 we switched to Monzo and I need help with conversion balances and just tidying up the Xero account. Maximum 1 hour. Thanks