Xero Accounting AP AR Email Management
Budget: $5 – $8 USD
I run a growing wholesale business and need a Xero-proficient accountant who can keep our books clean and our inbox calm. All transactions flow through Xero, yet supplier bills, customer remittances and weekly profit-and-loss updates still demand hands-on attention and timely replies.
The work centres on three pillars:
• Accounts payable – post and reconcile supplier invoices in Xero, flag any variances, and answer vendors’ email queries the same day.
• Accounts receivable – issue and allocate customer invoices, follow up on outstanding balances, and keep our ageing report current.
• Profit & loss management – every Friday I need a short email with the week’s P&L plus concise commentary on any swings you notice.
Inbox mastery is just as critical. Using our accounting mailbox you will: respond to routine questions, organise and flag anything needing my review, and keep stakeholders updated on their payment or financial-status requests. All communication must stay professional, concise and within 24 hours.
Access to Xero, bank feeds and the shared email account will be provided. You should already be comfortable navigating Xero’s dashboard, bank-reconciliation screen and basic reporting functions.
Success for me is simple: suppliers and customers feel heard, the ledger stays up-to-date, and I start each week with an accurate snapshot of where the business stands. If that sounds like a rhythm you can own, let’s get started.
The work centres on three pillars:
• Accounts payable – post and reconcile supplier invoices in Xero, flag any variances, and answer vendors’ email queries the same day.
• Accounts receivable – issue and allocate customer invoices, follow up on outstanding balances, and keep our ageing report current.
• Profit & loss management – every Friday I need a short email with the week’s P&L plus concise commentary on any swings you notice.
Inbox mastery is just as critical. Using our accounting mailbox you will: respond to routine questions, organise and flag anything needing my review, and keep stakeholders updated on their payment or financial-status requests. All communication must stay professional, concise and within 24 hours.
Access to Xero, bank feeds and the shared email account will be provided. You should already be comfortable navigating Xero’s dashboard, bank-reconciliation screen and basic reporting functions.
Success for me is simple: suppliers and customers feel heard, the ledger stays up-to-date, and I start each week with an accurate snapshot of where the business stands. If that sounds like a rhythm you can own, let’s get started.
Related categories:
Accounting
MYOB
Customer Service
Financial Analysis
Bookkeeping
Xero
Bank Reconciliation
Financial Consulting