Bookkeeping, Tax, Analysis
Budget: ₹12,500 – ₹37,500 INR
I’m looking for dependable, ongoing support with the day-to-day accounting for my small business. Everything runs through Xero, so you’ll need to be comfortable working inside that platform each day.
Here’s what I’d like you to handle:
• Bookkeeping ― record and reconcile transactions, post journals, keep the chart of accounts tidy, and chase down any anomalies before close of business.
• Tax preparation ― keep ledgers tax-ready year-round, flag deductible items, and compile the working papers I’ll hand off to my CPA at filing time.
• Financial analysis ― generate concise daily snapshots and a rolling monthly dashboard so I can track cash flow, margins, and variances against budget.
I’ll provide secure, limited-access credentials to Xero together with our existing workflow notes. Timeliness is critical: updates must be reflected in Xero by the end of each business day so that reports stay current.
Acceptance criteria
• All transactions for the day entered and reconciled in Xero by 7 p.m. local time.
• Any unreconciled items or data gaps clearly flagged in the notes.
• Weekly summary report (exported from Xero) delivered every Friday, highlighting key metrics and tax considerations.
If you’re experienced with Xero and can commit to a consistent daily cadence, I’d love to hear how you’d keep my books clean and my numbers decision-ready.
Here’s what I’d like you to handle:
• Bookkeeping ― record and reconcile transactions, post journals, keep the chart of accounts tidy, and chase down any anomalies before close of business.
• Tax preparation ― keep ledgers tax-ready year-round, flag deductible items, and compile the working papers I’ll hand off to my CPA at filing time.
• Financial analysis ― generate concise daily snapshots and a rolling monthly dashboard so I can track cash flow, margins, and variances against budget.
I’ll provide secure, limited-access credentials to Xero together with our existing workflow notes. Timeliness is critical: updates must be reflected in Xero by the end of each business day so that reports stay current.
Acceptance criteria
• All transactions for the day entered and reconciled in Xero by 7 p.m. local time.
• Any unreconciled items or data gaps clearly flagged in the notes.
• Weekly summary report (exported from Xero) delivered every Friday, highlighting key metrics and tax considerations.
If you’re experienced with Xero and can commit to a consistent daily cadence, I’d love to hear how you’d keep my books clean and my numbers decision-ready.