A professional bookkeeper is needed to help a new Trustee to set the system to organize all the current and future bills. The Trustee is looking for a bookkeeper and a coach in the same person for the period of learning.

I am a one-person small business and bookkeeping is not my specialty! I am looking for someone who has a lot of experience with Xero Accounting Software (and Avalara tax, since I am an equipment reseller and need to collect sales tax). This would include setting up the appropriate chart of accounts, reconciling bank entries and credit card charges.

I am a small business owner Llc. there is no payroll involved in my business. I'm fairly new to the industry and in need of Accurate account management, Bookkeeping, Daily expense Tracking, Wave accounting, and basic ledgering to efficiently and accurately run my business

We are in need of someone that is strong in Report writing System setup Overall strategic guidance This is just a glance of what we are looking for, We will go over more detail on our call.

Convert Books from Modified Cash Basis to Accrual (GAAP), Xero Accounting Setup + Implementation, and Training We are a Professional Services Consulting firm venturing into contracting jobs (C7 Low Voltage Infrastructure Design/Build). We have been in business since 2016. In order to achieve Bonding Capacity and build Backlog, we need to implement Accrual Based accounting and maintain Job/Project Cost Management. Our books have been kept by Bench.co and are in Modified Cash Basis. Our 2023 General Ledger is ready for review. Xero Accounting Software is already purchased and integrated with our bank (Wells Fargo) and Payroll (Gusto) but requires Chart of Accounts, Transaction Reconciliations, etc. Our future growth demands we switch over to Accrual Method. We need your help to have 2023’s books converted properly, catch up Accrual Bookkeeping to present day 2024, advise us on updating the IRS (Form 3115) and help us optimize our internal processes to properly transition from Cash basis to Accrual. Help our business get to the next level! ADDITIONAL DETAILS: 1. Access to the 2023 General Ledger Data: We will provide access to our 2023 General Ledger data in Excel format as soon as our agreement starts. 2. Specific Reporting Requirements or Financial Metrics: For the Xero setup, please focus on enabling: - Cash flow statements - Income Statements - Project/Job Cost Reports - A/R, A/P, P&L - Comparative financials (year-over-year) 3. Xero Training Sessions: One employee will participate in the Xero training sessions: - Has extensive P&L experience and is familiar with general financial understanding but new to Xero. - We aim for a comprehensive training that caters to this level of experience and that includes process and procedures for working in the Accrual Accounting Method. 4. Compliance or Regulatory Requirements: As a C7 licensed contractor, we must comply with specific financial reporting standards (GAAP). Ensure the conversion to accrual accounting and the setup in Xero meets both state and federal requirements, with special attention to long-term contract accounting and multiple projects in various category tiers. 5. Additional Integrations or Third-Party Tools: We currently have Gusto integrated with Xero for payroll purposes. We are also looking to extensively use Xero for job/project cost accounting. Please ensure the setup supports detailed project coding, allowing for accurate tracking and reporting of project-specific expenses and revenues. We look forward to your proposal and are eager to see how you can help streamline our financial processes. Project Scope - What does success look like to you? Success involves a seamless transition of our 2023 general ledger from a cash basis to accrual accounting, properly set up within Xero. This includes a well-structured chart of accounts and clear documentation of the conversion process to ensure compliance and accuracy in our financial reporting. - What is your definition of “done”? What if this changes? "Done" means the complete setup of the accrual system in Xero with all transactions from 2023 accurately converted and reflected, as well as, all transactions to date for 2024. This includes ensuring all financial statements from 2023 can be generated accurately under accrual accounting. If project requirements change, we will discuss adjustments in scope, timeline, and costs as needed. - Are there any drafts you’d like to see along the way? Yes, we would like to see a draft of the chart of accounts and initial conversion summary to review and provide feedback before final implementation. Cost - What is your budget? Does it allow your freelancer to accomplish what you’re hoping to achieve? We have allocated a budget that we believe is sufficient for this project, based on market rates and the scope of work. However, we are open to discussing your cost estimate based on the work outlined and will adjust the budget if necessary to ensure quality and completeness. Timeline - When do you need this done? We aim to complete this conversion within two weeks from Notice to Proceed, to align with our financial reporting schedule. - When and how will you check-in to discuss progress? We would like to set up weekly check-ins via Zoom or Google Meet to discuss progress and any issues. Additionally, we expect updates via email at key milestones or whenever significant decisions need to be made. Expectations - What other expectations do you have of the freelancer? We expect the freelancer to be proactive in communication, transparent about challenges, and meticulous in their work. Familiarity with industry-specific (Construction, Job/Project Cost Accounting, GAAP) regulations and confidentiality in handling our financial data is crucial. We also expect a detailed final report that outlines the work done and any recommendations for future accounting practices.

Our CFO is now spread across three new companies spun out from a parent, PERSOWN, Inc. Currently we have about 150 shareholders with new investors and 1099 employees adding to the list in each. Located in Jacksonville, FL the role can be remote as we use Zoom calls daily. The new companies with fast growth are PERSOWN Analytics and PERSOWN Connect, each with a unique mission but supporting overlays. You can refer to the site for each to learn more.

We are a company in need of an expert to assist us in setting up and effectively using Xero with Hubdoc. We require online tutorial services to guide us through the entire process. The ideal candidate should have experience in Xero and Hubdoc integration and be able to provide step-by-step instructions and support. This gig includes setting up accounts, importing data, reconciling transactions, and generating reports. The successful freelancer should have excellent communication skills and be able to explain complex concepts in a clear and concise manner. Relevant Skills: - Xero and Hubdoc integration - Account setup and data import - Transaction reconciliation - Report generation Size: Small Duration: Under 1 month Expertise: Intermediate

Accounting and consulting firm searching for Xero specialist to support with accounting/bookkeeping projects for a portfolio of small business clients. Will work closely with firm owner, however must be self-starter with ability to work independently and efficiently. Seeking professional who is organized, methodical, and keeps great attention to detail and quality. Great opportunity to learn and grow with the firm, and take on future projects and work.

We are a small start-up business, husband/wife team looking for assistance setting up our Xero workflows. We are looking for help over the next week on a consultant/hourly basis. Located in Los Angeles.