Set up Quickbooks XERO like a pro
(6 reviews)
What you get with this Offer
I can help with bespoke set up and training. A comprehensive system set up to meet your particular business needs will get you off to the best start.
I am a UK chartered accountant. I have set up a complex property, brokerage, medical and e-commerce businesses with convoluted tax affairs. Advanced level certificates are available on request from XERO and Quickbooks since 2015 and with SAGE since 2010.
Your focus can be EFFICIENCY - integration and time-saving use of your system; or COMPLIANCE - storing of accounting evidence with your records; or REPORTING to HMRC and the management - it's only as good as the transactions you can capture;
Get more with Offer Add-ons
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I can set up Legal/Charity/Property/Construction business – extra jobs and categories in the system
Requires no additional time
+$249 -
I can set up integration with expense apps (ReceiptBank/DocHub/Expensify ect)
Additional 1 working day
+$124 -
I can set up Payroll for existing employees
Requires no additional time
+$62 -
I can set up Integration+training with timesheet or scheduling apps (this requires team flow analysis)
Additional 2 working days
+$292 -
I can train you how to operate Payroll 1h
Requires no additional time
+$93 -
I can train you how to submit VAT 1h
Requires no additional time
+$93 -
I can define fancy Monthly Board/Management Reporting pdf/doc
Requires no additional time
+$292 -
I can set up integration with available POS or e-commerce (this requires inventory set up)
Additional 2 working days
+$292 -
I can set up bespoke invoice templates (limitations exist on some systems)
Requires no additional time
+$44
What the Freelancer needs to start the work
I will translate your info into a chart of account, 6 custom reports, upload customers/suppliers/inventory; start relevant bank and cash reconciliation and accepting payments via GoCardless, Stripe or PayPal; set up accounting procedures*, basic invoice template, VAT; You will receive also 45 mins of system overview.
*procedures – a short guide on how to utilize the system functions I have set up to best results. As you know there are many ways to skin a cat - different accountants can do transaction capture differently on your system, and it can lead to errors or inefficient, time-consuming bookkeeping;
YOU NEED
Time to tell me about your business (how you communicate with clients, suppliers, staff and subcontractors)
How do you wish to look at your business reports (revenue lines, expense lines you wish to see)
How you finance your business (spend much cash? Are there currencies? Do you have grants or loans from institutions or individuals? Bank accounts? Accepting card payments?)
How do you wish to work with your accounting software (do it all yourself or just do invoicing or purchase; have inhouse assistant, automate most functions, outsource support)
DOCUMENTS YOU WILL PROVIDE:
Is there a ready list of suppliers, customers or past transactions, do you have bank statements for past periods
Integration with systems will require log in details - we will exchange those if necessary via a secure portal only or you will enter them yourself under instructions
Reviews (6)
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Juan M.
New Cross, United KingdomEliza and her team did an amazing job. As a first time user of Xero, I finished the project with a great understanding of the software. They had great attention to detail and were able to setup everything so I can get the information I need with just a glance. Will definately continue to work with her and can highly recommend her. Thank you Eliza!
Eliza J.
Thank you, Juan, pleasure working with you and I look forward to future projects.
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Thiago B.
Dagenham, United KingdomEliza is a remarkable professional, with a vast knowledge in many segments, hence her ability to spot challenges miles ahead and has excellent posture for advice. Very reliable and trustworthy. My business set up was very complex but she manage to break down to be a more manageable company, so we are happy how things turned out in the end. Highly recommend her.
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Joanna J.
Balham, United KingdomEliza is conscientious and competent at all things business. Originally we wanted someone to help us with some admin but Eliza can do so much more and we plan to utilise her for far more going forward.
Our xero is now organised and actually makes sense for the first time since we started 3 years ago. Very much looking forward to working more with ElizaEliza J.
Thank you for this generous compliment. I look forward to working with you in the future.
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