Bookkeeping, Tax, Analysis
Publicada el 2026-07-22
Descripción de la oferta
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.
Skills
Fuente original: freelancer