Xero & QuickBooks Accountant
Budget: $2 – $8 USD
We are a small, family-run accounting practice which has outgrown the ability to process our workload efficiently.
We need an experienced accountant—preferably a CPA, though deep hands-on expertise matters more—to take the advanced work off our plate and keep our tax-season files moving smoothly.
You’ll dive straight into both Xero and QuickBooks files, finalising reconciliations and converting raw ledger data into clean, presentation-ready Profit & Loss and Balance Sheet reports. You will also be required to run Xero Payroll for a few of our clients.
Alongside the technical work you’ll also create and oversee a simple workflow calendar so the bookkeeper, and the rest of us, stay on schedule.
Because our client base is almost entirely small businesses, accuracy and an eye for detail are everything. If you spot issues, we expect you to flag them, fix them, and note the changes.
You will have direct access to the head accountant and communicate via Teams with Zoom also being used for face to face.
Key deliverables
• Fully reconciled Xero & QuickBooks files for the current tax period
• Finalised P&L and Balance Sheet packs, ready for review and submission
• A clear, weekly workflow plan showing task owners, deadlines, and any blockers
You can set your own hours as long as deadlines are met and communication is prompt—ideally daily during crunch weeks. If this sounds like the right fit, let’s talk!
We need an experienced accountant—preferably a CPA, though deep hands-on expertise matters more—to take the advanced work off our plate and keep our tax-season files moving smoothly.
You’ll dive straight into both Xero and QuickBooks files, finalising reconciliations and converting raw ledger data into clean, presentation-ready Profit & Loss and Balance Sheet reports. You will also be required to run Xero Payroll for a few of our clients.
Alongside the technical work you’ll also create and oversee a simple workflow calendar so the bookkeeper, and the rest of us, stay on schedule.
Because our client base is almost entirely small businesses, accuracy and an eye for detail are everything. If you spot issues, we expect you to flag them, fix them, and note the changes.
You will have direct access to the head accountant and communicate via Teams with Zoom also being used for face to face.
Key deliverables
• Fully reconciled Xero & QuickBooks files for the current tax period
• Finalised P&L and Balance Sheet packs, ready for review and submission
• A clear, weekly workflow plan showing task owners, deadlines, and any blockers
You can set your own hours as long as deadlines are met and communication is prompt—ideally daily during crunch weeks. If this sounds like the right fit, let’s talk!