Xero Projects

opportunityurgent

Year end accounts

Hi, Please see below:, please let me know if you can chat through I’m happy to speak over the weekend * UK limited company year-end: 31 August 2025 * Accounts held in Xero * Five-page Starling bank statement * Approximately 226 bank transactions * Approximately 11 paid sales invoices * 16 director salary transactions * One director/employee * VAT returns already submitted through Xero * Bounce Back Loan * Some director’s loan transactions may need checking * Xero review, correction and bank reconciliation * Statutory annual accounts prepared and filed with Companies House * CT600 Corporation Tax return prepared and submitted to HMRC * P60 prepared/issued for the director * Quote should include any necessary bookkeeping corrections

Bookkeeper: two Xero instances, Shopify and marketplaces, UK VAT

We are a British food manufacturer running two companies with two Xero instances & two Shopify stores and several wholesale and marketplace sales channels for each company. We need a bookkeeper to own the books across both Xero instances and keep them current enough that our Monday management meeting runs off real numbers. This is an ongoing role, not a one-off clean-up. It currently takes around half a day a week. **Ongoing scope** - Manage both Xero instances, including the chart of accounts and tracking categories - Reconcile Shopify payouts on both stores (gross sales, fees, refunds, gateway settlement) - Reconcile all bank, card and payment gateway accounts: Shopify Payments, Shopify POS, Klarna, PayPal and PayPal POS. Payouts arrive net of fees and must be posted gross, with fees and refunds separated out - Reconcile each sales channel to its own clearing account so channel revenue, commission and payouts agree - Pull purchase documents from Hubdoc, code and publish them. Where paperwork is missing, source it yourself first from supplier portals, statements and email, then send us one list of the gaps you cannot close - Maintain the purchase ledger and reconcile supplier statements - Maintain the sales ledger, produce an aged debtor report for wholesale accounts, and send statements where accounts are 7 or more days overdue - Post month-end stock and cost of sales journals (opening stock, purchases, closing stock valuation, work in progress on product still in production) - Maintain prepayments, accruals and the fixed asset register with depreciation - Post payroll journals and reconcile PAYE, NI and pension control accounts - Reconcile intercompany transactions and balances between the two entities - Maintain UK VAT compliance under MTD. Returns are monthly on the main company, quarterly on the second. We sell in the UK only, so no export or OSS work, but you will handle reverse charge on overseas marketplace commission, the zero-rated versus standard-rated split on food lines, and standard-rated course and event income - Reconcile every balance sheet control account monthly and clear the suspense account to nil - Keep Xero accurate enough that we can pull the P&L, balance sheet, cash position and margin by channel straight from Xero reports at any time - Keep a clean year-end handover file for our accountant **Volumes** Main Xero instance, per month: - Bank transactions: around 510 off-peak, 975 in November and December - Sales invoices: around 130 off-peak, 170 in November and December - Purchase bills: around 85 off-peak, 145 in November and December - This instance is new, set up in the last month Second Xero instance, per month: - Around 50 transactions to reconcile, plus quarterly VAT returns - This instance needs catching up from 1 April 2026 to date, then keeping current **Standards** - Books current to within two working days - Everything reconciled to Thursday night, ready for the Friday pay run and the Monday management meeting - 99%+ coding accuracy - Month-end close and VAT figures ready to an agreed working day each month - Automate as much as can be done without compromising quality. We have used Xero JAX and Booke AI before with disastrous consequences for accuracy - Check the AI/automation output. Every automated posting needs a human accuracy check before it lands in the accounts - Flag anything unusual as you find it rather than at month end - Holiday cover is a nice to have. If you have no cover arrangement, we need at least four weeks' notice of any holiday **What we provide** - A coding brief showing what should be posted to which account - Onboarding, access, and answers to your questions as you get up to speed **Who we are looking for** - Xero certified advisor with multi-entity experience - Strong working knowledge of UK VAT and MTD, including marketplace and reverse charge treatment - E-commerce and marketplace reconciliation experience, ideally Shopify - A bookkeeping or accounting qualification (AAT, ICB, ACCA) is welcome but not essential if your VAT and reconciliation experience is strong - We work in Google Sheets. You must be able to access and work in our live shared documents securely - You must store passwords securely and maintain the highest standards of security throughout - You must hold professional liability insurance **Fee** Please ignore the project budget shown on this listing. We are looking for an ongoing monthly quote, not a one-off project fee. Quote a monthly retainer for the ongoing bookkeeping, and tell us what it assumes in terms of transaction volume. **To apply** AI-generated responses that simply repeat back this project brief are not welcome. Please respond with a short human written message with a clear quote and a quick outline of how exactly you will use automation to speed your work up.

HaloPSA - Invoicing and Billing

We have all connections set up within Halo to pull in data from various systems and services, and then syncing to Xero for billing and invoicing. We are looking for someone experienced to set up some agreements and recurring billing for us please, pulling in the data and syncing it with the sources of NinjaRMM, software from Pax8, backup services and quantities from Dropsuite etc. Then initially sync them over in September to Xero, check they are all good and working. Then support us ongoing for billing and invoicing.

N8N Agents

I run an accounting practice and looking at developing agents to help with 3 areas. I'm not alien to how agent works and initially looking at setting this up as there are base templates I can use to start as a base before customising but I thought I see if someone can do it so I focus on other things. 1. Email - handling my outlook inbox. Categorising, draft responses and email sent to me summarisin things to focus on, outstanding etc 2. Bookkeeping - Xero/Quickbooks - pulliing unreconciled transactions, categorising based on blueprint, attempting other transactions and sending those to team via email with questions. Once confirmed and approved, post to Xero/Quickbooks via API intergrations. 3. Lead Gen - scaping ICP, qualifying them, identify angle of approach to win business. Run periodically and send to me via email or any other recommended medium. I want to start using Hubspot so could be there.

Gmail forwarding for to Dext with Xero integration

I use Gmail, Apple Mail, Dext and Xero. I want my email automated so invoices that are already paid by Direct Debit or account are automatically forwarded to Dext and archived, while invoices requiring manual payment remain in my inbox with clear labels. I also want the workflow reviewed to minimise manual bookkeeping while ensuring no payable invoices are missed.

Xero clean up

Experience Level: Expert We have a lots of Invoices on Xero that need to be Removed/ Void Can not see a way to do it in bulk have about 1500 that need to be removed any one help?

Unarchiving customers in XERO

I need a developer to unarchive several hundred contacts in Xero via an automated solution rather than manual edits. The task requires a script or app integration that connects to Xero API, identifies archived customer records, and reinstates them efficiently and reliably.

opportunity

Request for Accountant's Certificate – TSB Remortgage

I'm looking for an accountant to assist with a remortgage application with TSB. TSB has provided an accountant's certificate/template that needs to be completed following a review of my Ltd company accounts. My accounts are maintained in Xero, and I can provide access along with my filed accounts, corporation tax return, Companies House filings, and any other information you require. Could you let me know if this is something you would be able to help with? If so, I'd be grateful if you could provide an indication of your fee and what information you would need from me. Many thanks, and I look forward to hearing from you.

Bookkeeper

Bookkeeper Required (Xero Experience Essential) I’m based in Gloucestershire and am looking for a reliable and approachable bookkeeper to support my newly formed business on an ongoing basis. Although I’m based locally, I’m happy to work with a bookkeeper from anywhere in the UK if they’re experienced with Xero and VAT. The role will primarily include: * Preparing and submitting VAT returns. * Day-to-day bookkeeping in Xero. * Bank reconciliations. * Keeping accounts accurate and up to date. * General bookkeeping and financial administration. * Providing advice and guidance where needed as the business grows. I’m looking for someone who: * Is experienced with Xero. * Has previous bookkeeping and VAT return experience. * Is organised, accurate, and reliable. * Is easy to communicate with and happy to explain things in straightforward terms. * Enjoys working with small businesses and helping them establish good financial processes from the outset. This would ideally suit a freelance bookkeeper or a small accountancy practice. As the business is newly established, the workload will initially be fairly light but is expected to grow over time. If you’re interested, please get in touch with a little information about your experience, availability, and your pricing. I look forward to finding someone I can build a long-term working relationship with.

Xero Bookkeeping

Hi, I hope you are well. I am looking for someone who can offer a flexible bookkeeping service for my small business. I already have an accountant who deals with my month-end accounts and annual tax returns, so I am not looking to change this arrangement. What I require is assistance with day-to-day bookkeeping using Xero. I currently photograph and upload all of my invoices and receipts to Hubdoc, and I am looking for someone who can ensure these are correctly processed and posted to the appropriate accounts within Xero. The workload is relatively straightforward, and I am ideally looking for someone who can provide a flexible service on an ongoing basis. If this is something you could assist with, I would be grateful if you could let me know more about your services and fees. I look forward to hearing from you.

Bookkeeping - Xero

Need Xero experienced bookkeeper based in Jaipur only please. Data entry, full reconciliation of 20 banks and accuracy required e-commerce skills necessary

Bookkeeper

Bookkeeper Required (Xero Experience Essential) I’m looking for a reliable and approachable bookkeeper to support my newly formed business on an ongoing basis. The role will primarily include: ● Preparing and submitting VAT returns. ● Day-to-day bookkeeping in Xero. ● Bank reconciliations. ● Keeping accounts accurate and up to date. ● General bookkeeping and financial administration. ● Providing advice and guidance where needed as the business grows. I’m looking for someone who: ● Is experienced with Xero. ● Has previous bookkeeping and VAT return experience. ● Is organised, accurate, and reliable. ● Is easy to communicate with and happy to explain things in straightforward terms. ● Enjoys working with small businesses and helping them establish good financial processes from the outset. This would ideally suit a freelance bookkeeper or a small accountancy practice. As the business is newly established, the workload will initially be fairly light but is expected to grow over time. If you’re interested, please get in touch with a little information about your experience, availability, and your pricing. I look forward to finding someone I can build a long-term working relationship with.

Xero Bookkeeper & Payroll Required

We are looking for an experienced and reliable bookkeeper with strong knowledge of Xero, payroll, and accounting to support our growing business on an ongoing basis. Key Responsibilities: Processing and managing payroll accurately and on time Maintaining up-to-date financial records Managing invoices, expenses, and bank reconciliations Monitoring day-to-day bookkeeping activities Assisting with onboarding new employees and payroll setup Supporting general accounting and financial administration tasks Requirements: Proven experience using Xero Strong bookkeeping and payroll background Good understanding of UK tax regulations, PAYE, and payroll compliance Excellent attention to detail and organizational skills Ability to work independently and proactively This is a long-term opportunity for the right candidate. When applying, please include: Your relevant experience Your hourly rate or monthly fee Availability Any additional skills or services you can offer that would add value to our business We look forward to hearing from experienced professionals who can become a trusted part of our team.

opportunity

Xero Payroll

Hi there Looking for a Xero expert to help me with a very simple (I think) payroll issue in Xero. Probably a couple of hours work and perhaps might involve a video call / screen share so someone can walk me through it. Happy to provide further details to the relevant person. Thanks James

Cheap accountant - Xero set up and expenses etc

ive just subscribed to Xero for my serviced accommodation business. I want to get it all set up properly and start logging my expenses and get everything in order.

UK-Based AutoEntry Assistant – Paid Trial with Ongoing Work

We are a UK accountancy practice looking for a reliable remote admin/bookkeeping assistant to help with AutoEntry processing and bookkeeping admin. This first project is a paid trial. If it goes well, we would like to offer regular weekly work. The trial will involve reviewing a small batch of invoices/receipts in AutoEntry or a similar workflow, checking details, coding items using our instructions, and listing any unclear items instead of guessing. The type of work we need help with includes: * Reviewing invoices and receipts uploaded to AutoEntry * Checking supplier name, invoice date, invoice number, gross/net/VAT amounts * Identifying duplicates or unclear documents * Applying basic UK VAT treatment using our coding notes * Preparing items for publishing into Xero/Sage * Keeping clear notes of anything that needs review * Following written instructions carefully Essential experience: * AutoEntry, Dext, Hubdoc or similar document-processing software * Xero and/or Sage experience * Basic UK VAT knowledge * Strong attention to detail * Good written English * Comfortable working remotely and following a checklist Please include in your proposal: 1. Your experience with AutoEntry or similar software 2. Your experience with Xero/Sage 3. Whether you have worked with UK accountancy practices before 4. How you handle invoices where you are unsure of the VAT code or supplier treatment 5. Your hourly rate for ongoing work if the trial is successful Please do not apply if you prefer to guess unclear items rather than flag them for review. Accuracy and consistency are more important to us than speed.