SevDesk bookkeeping cleanup 2024 (German VAT, SKR04, DATEV export)
Budget: $250 – $750 USD
We are looking for an experienced bookkeeper to complete the full accounting cleanup for the year 2024 in SevDesk.
The job requires hands-on experience with German-style bookkeeping (SKR04, VAT, DATEV logic). SevDesk experience is a strong plus. We provide a detailed Accounting Operations Manual and Posting Guide – you must be able to follow these instructions precisely.
ESTIMATED TRANSACTION VOLUME (IMPORTANT)
Here is the volume of transactions for 2024:
- Bank (main account): approx. 550–650 bookings
- PayPal: approx. 80–120 relevant bookings
(many PayPal entries are only internal transfers to the bank account)
- Wise: approx. 20–40 bookings
- Credit card(s): approx. 50–80 bookings
- Total estimated volume: around 700–900 actual bookings for 2024.
This is the scope you should base your bid on.
SCOPE OF WORK
Booking and cleanup in SevDesk (2024)
- Import, match and post all 2024 transactions from:
Qonto, PayPal, Wise, credit card(s)
- Apply correct SKR04 accounts according to our Posting Guide
- Apply correct VAT (German VAT, EU Reverse Charge, Non-EU Reverse Charge)
- Fix duplicate or wrong entries from previous imports
- No “creative” account mapping: postings must follow our rules
Receipt handling and vendor organisation
- Rename all invoices and receipts according to our naming convention:
YYYY-MM-DD_Vendor_InvoiceNumber_Amount.pdf
- Organise all receipts into the correct vendor folders in our Google Drive working area
- Attach the correct PDF to each related booking in SevDesk
- Process all cash receipts (Barbelege) according to our Posting Guide
Reconciliation
- Fully reconcile all relevant accounts for 2024:
Qonto, PayPal, Wise, credit card(s)
- Ensure that opening and closing balances match the statements
- Document any remaining differences or open items
Documentation
- Maintain a Missing_Items.xlsx file (missing receipts, unclear transactions, questions)
- Maintain a Notes.xlsx file (comments for our German tax advisor, special cases, manual adjustments)
Final deliverables
- Clean and fully posted books for 2024 in SevDesk
- All accounts reconciled (bank, PayPal, Wise, credit card)
- All receipts renamed and organised in a clear vendor folder structure
- DATEV-ready export from SevDesk (Buchungsstapel) for 2024
- Updated Missing_Items.xlsx and Notes.xlsx
- Short written summary of the work done and remaining open issues
REQUIREMENTS (MUST-HAVE)
- Strong bookkeeping experience with German or EU clients
- Experience with German VAT rules (domestic VAT, EU Reverse Charge, Non-EU Reverse Charge)
- Familiarity with SKR04 or German chart of accounts
- Experience preparing data for DATEV or similar German tax workflows
- High accuracy and attention to detail
- Ability to follow a written Posting Guide and Mapping Sheet exactly
- Clear written communication in English (German is a plus, but not required)
SevDesk experience is a big plus. If you do not know SevDesk yet, you must at least have worked with cloud accounting systems and be ready to learn our setup using our documentation.
WHAT WE PROVIDE
- SevDesk login (restricted to our company data)
- Google Drive folder structure (Originals = read-only, Working = editor access)
- Bank, PayPal, Wise and credit card statements for 2024
- Accounting Operations Manual (folder structure, workflow)
- Posting Guide (SKR04 rules and examples)
- SKR04 Mapping Sheet for standard postings
BUDGET AND TIMELINE
Fixed price: around USD 250 for the full 2024 cleanup
(you can state your exact bid within this range based on your experience)
Deadline: 10 calendar days after project start
Daily short status update required (done / open / questions)
HOW TO APPLY (SCREENING QUESTIONS)
Please answer the following questions in your bid. Bids without these answers will not be considered:
- What practical experience do you have with German bookkeeping (SKR04, VAT, DATEV)?
Please describe 1–2 relevant projects.
- Have you used SevDesk before?
If yes, please describe the type of client and what you did (cleanup, ongoing bookkeeping, DATEV export, etc.).
If no, which cloud accounting systems have you used instead?
- What experience do you have with German VAT, especially Reverse Charge (EU and Non-EU SaaS and services)?
Please give concrete examples.
- Have you prepared bookkeeping data for a German tax advisor (Steuerberater) before (e.g. DATEV export or similar)?
Please briefly describe how this worked.
- Can you realistically complete approx. 700–900 bookings for 2024 (including reconciliation and receipt handling) within 10 days and provide daily status updates?
The job requires hands-on experience with German-style bookkeeping (SKR04, VAT, DATEV logic). SevDesk experience is a strong plus. We provide a detailed Accounting Operations Manual and Posting Guide – you must be able to follow these instructions precisely.
ESTIMATED TRANSACTION VOLUME (IMPORTANT)
Here is the volume of transactions for 2024:
- Bank (main account): approx. 550–650 bookings
- PayPal: approx. 80–120 relevant bookings
(many PayPal entries are only internal transfers to the bank account)
- Wise: approx. 20–40 bookings
- Credit card(s): approx. 50–80 bookings
- Total estimated volume: around 700–900 actual bookings for 2024.
This is the scope you should base your bid on.
SCOPE OF WORK
Booking and cleanup in SevDesk (2024)
- Import, match and post all 2024 transactions from:
Qonto, PayPal, Wise, credit card(s)
- Apply correct SKR04 accounts according to our Posting Guide
- Apply correct VAT (German VAT, EU Reverse Charge, Non-EU Reverse Charge)
- Fix duplicate or wrong entries from previous imports
- No “creative” account mapping: postings must follow our rules
Receipt handling and vendor organisation
- Rename all invoices and receipts according to our naming convention:
YYYY-MM-DD_Vendor_InvoiceNumber_Amount.pdf
- Organise all receipts into the correct vendor folders in our Google Drive working area
- Attach the correct PDF to each related booking in SevDesk
- Process all cash receipts (Barbelege) according to our Posting Guide
Reconciliation
- Fully reconcile all relevant accounts for 2024:
Qonto, PayPal, Wise, credit card(s)
- Ensure that opening and closing balances match the statements
- Document any remaining differences or open items
Documentation
- Maintain a Missing_Items.xlsx file (missing receipts, unclear transactions, questions)
- Maintain a Notes.xlsx file (comments for our German tax advisor, special cases, manual adjustments)
Final deliverables
- Clean and fully posted books for 2024 in SevDesk
- All accounts reconciled (bank, PayPal, Wise, credit card)
- All receipts renamed and organised in a clear vendor folder structure
- DATEV-ready export from SevDesk (Buchungsstapel) for 2024
- Updated Missing_Items.xlsx and Notes.xlsx
- Short written summary of the work done and remaining open issues
REQUIREMENTS (MUST-HAVE)
- Strong bookkeeping experience with German or EU clients
- Experience with German VAT rules (domestic VAT, EU Reverse Charge, Non-EU Reverse Charge)
- Familiarity with SKR04 or German chart of accounts
- Experience preparing data for DATEV or similar German tax workflows
- High accuracy and attention to detail
- Ability to follow a written Posting Guide and Mapping Sheet exactly
- Clear written communication in English (German is a plus, but not required)
SevDesk experience is a big plus. If you do not know SevDesk yet, you must at least have worked with cloud accounting systems and be ready to learn our setup using our documentation.
WHAT WE PROVIDE
- SevDesk login (restricted to our company data)
- Google Drive folder structure (Originals = read-only, Working = editor access)
- Bank, PayPal, Wise and credit card statements for 2024
- Accounting Operations Manual (folder structure, workflow)
- Posting Guide (SKR04 rules and examples)
- SKR04 Mapping Sheet for standard postings
BUDGET AND TIMELINE
Fixed price: around USD 250 for the full 2024 cleanup
(you can state your exact bid within this range based on your experience)
Deadline: 10 calendar days after project start
Daily short status update required (done / open / questions)
HOW TO APPLY (SCREENING QUESTIONS)
Please answer the following questions in your bid. Bids without these answers will not be considered:
- What practical experience do you have with German bookkeeping (SKR04, VAT, DATEV)?
Please describe 1–2 relevant projects.
- Have you used SevDesk before?
If yes, please describe the type of client and what you did (cleanup, ongoing bookkeeping, DATEV export, etc.).
If no, which cloud accounting systems have you used instead?
- What experience do you have with German VAT, especially Reverse Charge (EU and Non-EU SaaS and services)?
Please give concrete examples.
- Have you prepared bookkeeping data for a German tax advisor (Steuerberater) before (e.g. DATEV export or similar)?
Please briefly describe how this worked.
- Can you realistically complete approx. 700–900 bookings for 2024 (including reconciliation and receipt handling) within 10 days and provide daily status updates?