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My small team (fewer than ten staff) runs everything in Xero and I want an experienced accountant to keep the numbers clean and tax-ready each month. Scope of work • Reconcile all bank, credit-card and payment-processor feeds in Xero every month. • Close the monthly books with accurate coding of expenses, revenue, and payroll journals. • Generate a short management pack (P&L, balance sheet, cash-flow snapshot) so I can review performance quickly. • Prepare and file all required business tax returns at year-end, using the data you have already kept up to date. Acceptance criteria • Month-end reconciliation completed within five business days of receiving statements. • Financial reports agree 100 % with Xero ledgers and show zero unreconciled transactions. • Tax filings submitted on time with supporting schedules stored in our shared drive. Everything is cloud-based, so you can work remotely; I will grant you advisor access in Xero and share any extra documents through Google Drive. Let me know your availability and how you normally structure your workflow so we can get started next month.
Project ID: 40457849
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51 freelancers are bidding on average £14 GBP/hour for this job

As an owner of a highly-reputed and comprehensive Accounting and Financial Consultancy firm, I understand the paramount importance of accurate bookkeeping and tax preparation for any business. With over a decade of experience, my specialized team and I have honed our skills in every aspect of accounting, including bank reconciliations, financial reporting, tax filings, and application of various accounting software, especially Xero. Our solid command over Xero would ensure that your month-end reconciliations are entirely accurate and completed within five business days. Moreover, we don't just promise clean numbers but also provide insights into those numbers that can truly empower your decision-making process. Apart from preparing a concise management pack with profit & loss statements, balance sheets, and cash-flow snapshots that would give you an overview of your business performance, we also emphasize budgeting and forecasting which can play an instrumental role in determining future strategies. We will ensure absolute transparency and timely submission of all reports and crucial data to your shared drive so you can access them anytime. Giving us the opportunity to serve your bookkeeping and tax-preparation needs would not only lighten your workload but also endow you with financial clarity to steer your business towards success. Let's connect soon to discuss further!
£15 GBP in 40 days
9.0
9.0

Hi There, We can assist with your monthly bookkeeping and accounting in Xero, ensuring your records remain clean, accurate. Our team has Certified QuickBooks Pro Advisors as well as Certified Xero Advisors, with experience in bank, credit-card, and payment-processor reconciliations, expense/revenue coding, and month-end closing. Our workflow includes collecting statements and supporting documents, reconciling all feeds, reviewing unclear transactions with you, closing the books, and sharing a short management pack with P&L, balance sheet, and cash-flow snapshot. Please note that our scope is limited to bookkeeping, accounting, reconciliation, and reporting. Tax preparation and filing are not included in our service scope. We can work remotely through Xero advisor access and Google Drive. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
£10 GBP in 40 days
7.9
7.9

As an accountant with more than a decade of experience and having completed over 100 projects with organizations like MagicDichol LLC, Red Knight Solutions, Reconnect Real Estate, and Hassle Free BNB Limited, I am confident in my ability to meet your needs. I am a Quickbooks certified professional and I have an advanced understanding of Xero, enabling me to efficiently reconcile bank feeds and close monthly books. With my skills in generating P&L statements and forecasting reports, you can expect a comprehensive management pack prepared promptly each month. Over the years, I have developed a streamlined workflow that ensures error-free work delivered on time. I will structure your workflow to fit your project's needs and ensure that all acceptance criteria are met zealously. My history of zero-unreconciled transactions attests to my attention to detail
£13 GBP in 40 days
7.9
7.9

Hi Sir, I understand you need ongoing Xero accounting support to keep your books fully reconciled, accurate, and tax-ready each month. I can manage bank, credit-card, and payment-processor reconciliations, maintain correct expense and payroll coding, prepare clear monthly management reports, and assist with year-end tax filings and supporting schedules. I work carefully to ensure zero unreconciled transactions and timely month-end completion within your required deadlines. I have experience with cloud-based bookkeeping workflows, Xero reporting, and remote collaboration through Google Drive and shared systems.
£13 GBP in 40 days
6.5
6.5

Hello, I hope you are doing well. I would like to apply for your monthly bookkeeping and tax preparation project. I am an accounting and tax professional with experience in bookkeeping, reconciliations, financial reporting, and tax preparation support for businesses and individuals. I can help maintain accurate financial records and ensure timely completion of monthly accounting tasks. My services include: • Monthly bookkeeping • Bank and credit card reconciliations • Accounts payable & receivable management • Financial statement preparation • QuickBooks Online & Xero support • Data entry and bookkeeping cleanup • Tax preparation assistance and support I am detail-oriented, dependable, and committed to delivering accurate work within deadlines. I understand the importance of confidentiality and clear communication while handling financial information. I am available to start immediately and would be happy to discuss your project requirements further. Looking forward to working with you. Best regards, Pooja
£14 GBP in 40 days
6.7
6.7

Hello, I’d be glad to support your team with ongoing Xero bookkeeping, month-end close, and year-end tax preparation. I work with small businesses that need accurate, clean financials and a reliable monthly workflow without constant follow-up. My process is structured to keep books fully reconciled and tax-ready throughout the year. Each month, I: • Reconcile all bank, credit card, and payment processor accounts in Xero • Review expense and revenue coding for accuracy • Record payroll journals and adjust entries where needed • Close month-end books within the agreed timeline • Deliver clear management reports including P&L, Balance Sheet, and cash-flow summary I pay close attention to unreconciled transactions, ledger accuracy, and supporting documentation so year-end tax filings become smooth and efficient rather than a last-minute cleanup project. I’m comfortable working remotely through Xero and Google Drive, and I maintain organized workpapers and supporting schedules for easy review anytime. Communication is important to me, so I provide regular updates and quickly flag any discrepancies or missing documents. Availability: I can start next month and dedicate consistent monthly support to ensure books are closed within your five-business-day target. I’d be happy to discuss your current setup, reporting expectations, and tax filing requirements in more detail. Best regards, Muzammal
£13 GBP in 40 days
6.3
6.3

Hello, I am Mohmed, an experienced accountant with over 8 years of expertise in Accounting and Bookkeeping. I have carefully reviewed your project requirements and am confident in my ability to deliver accurate and timely results. To ensure the success of your project, I will diligently reconcile all bank, credit-card, and payment-processor feeds in Xero on a monthly basis. I will accurately code expenses, revenue, and payroll journals to close the monthly books efficiently. Additionally, I will generate comprehensive financial reports including P&L, balance sheet, and cash-flow snapshots for your review. At year-end, I will prepare and file all required business tax returns using the up-to-date data maintained throughout the year. I am ready to discuss the project further. Please start the chat so we can explore the details. Best regards, Mohmed
£10 GBP in 40 days
5.8
5.8

Hi, With over seven years of experience in accounting, I am confident in my ability to maintain the accuracy and integrity of your financial data in Xero. I will meticulously reconcile all bank, credit-card, and payment processor feeds each month, ensuring that the monthly books are closed with precise coding of expenses, revenue, and payroll journals. My commitment to strong attention to detail means that the financial reports I generate will be accurate, allowing for seamless review of your business performance through concise management packs. I understand the importance of clear communication and structured processes, so I will work closely with your team to ensure that month-end reconciliation is completed within five business days of receiving statements. I will maintain an accurate connection with Xero ledgers and ensure tax filings are submitted on time, with all supporting schedules stored in your shared drive for easy access. I’m available to begin next month, and I look forward to your response so we can establish a workflow that meets your needs.
£13 GBP in 7 days
5.3
5.3

Hi, I have read your requirement al hat. I am an experienced Xero accountant and bookkeeper with strong expertise in monthly reconciliations, financial reporting, payroll journals, and tax-ready bookkeeping. I can keep your Xero file fully updated with accurate coding, zero unreconciled transactions, and timely month-end closes supported by clear management reports. I have experience working with small businesses in cloud-based accounting environments and can efficiently manage bank, credit-card, and payment-processor reconciliations while maintaining organized supporting schedules for year-end tax filings. My workflow typically includes weekly transaction reviews, month-end reconciliation checks, management reporting, and proactive communication regarding discrepancies or missing documents. I am available to start next month and comfortable working directly in Xero with Google Drive collaboration. Regards, Humayun Khan
£10 GBP in 40 days
4.7
4.7

With me on your team, your financial records will be in the hands of a seasoned professional. Having worked with businesses of varying sizes in multiple countries, I have developed a strong understanding of the unique financial requirements of different regions. My expertise extends not only to manual bookkeeping but also to cloud-based solutions like Xero and QuickBooks. I believe in uncompromising precision and will ensure a firm handle on all your cash transactions, including bank, credit-card, and payment-processor feeds with zero unreconciled transactions. I understand the importance of timely reporting to gauge business performance effectively, and I always deliver. Your monthly financial reports (P&L, balance sheet, cash-flow snapshot) will be analyzed and presented accurately for a quick overview of your business health. . When it comes to filings at year-end, my expertise proves even more invaluable. My experience as a QuickBooks ProAdvisor and my adeptness with tax laws in multiple geographies help me ensure all your tax returns are not just submitted on time but are diligently prepared with supporting schedules meticulously stored for future reference.
£10 GBP in 40 days
4.8
4.8

As a seasoned bookkeeping professional with over five years of experience, I am well-versed in handling the diverse financial needs of small businesses, just like yours. The fact that you operate everything in Xero aligns perfectly with my expertise as Xero is one of the accounting platforms I excel in. Beyond bank reconciliation and book closure, I understand the significance of generating concise financial reports to ensure easy comprehension and informed decision-making for your business. My fluency in handling cloud-based operations merges seamlessly with your need for remote work. By granting me advisor access on Xero and using Google Drive for enhanced sharing and collaboration, we can establish an efficient workflow even when working remotely. My strong technical skills alongside my meticulousness make me an ideal fit for this project. Partnering with me would guarantee not only accurate and timely deliverables but also upholding the privacy and confidentiality of all your data. Reach out to me; together let's maintain clean numbers, stay tax-ready, and make informed decisions from unclouded data!
£12 GBP in 40 days
4.1
4.1

I am already assisting a few UK clients for their accounting and bookkeeping over Xero. I also have good knowledge of UK taxation and related compliances. I have a few questions: 1. What is the approximate monthly transaction volume 2. Are payroll journals already processed separately or need support in that as well 3. Which UK tax filings will be required at year-end About me I am an ACCA with over 8 years of experience working with UK and global clients. I work on Xero for bank categorisation, AR/AP management, invoice management, and reconciliation while keeping tax laws in mind. Though my presence is new here, I have served more than 200 clients till date.
£13 GBP in 40 days
4.1
4.1

After spending 7 years supporting small businesses, my name is Zubair, and I believe I have the expertise and skillset to streamline your financial processes. With hands-on experience in NetSuite, Xero, and QuickBooks - all of which are pivotal platforms in your business - I can deliver seamless and precise monthly bookkeeping. By leveraging my vast knowledge in accounting, finance, and tax preparation, I'm confident I can ensure your numbers are clean and tax-ready while maximizing efficiency. You'll get the benefit of my strategic financial insights that can guide your future business decisions. Moreover, by availing a cloud-based system like Xero, our agreement can be highly remote-centric. I will ensure that all financial reports not only align perfectly with Xero ledgers but also agree 100% with your expectations leaving absolutely zero unreconciled transactions. Keeping in mind your acceptance criteria of completing reconciliations within five days, creating a P&L, balance sheet and cash flow snapshot swiftly, meeting tax deadlines promptly and storing all records securely on Google Drive will be my utmost priority.
£11 GBP in 40 days
3.7
3.7

Hello, I am a Xero Certified Advisor and I can help with the monthly bookkeeping, reconciliations, VAT preparation, reporting and all the related related tasks as needed efficiently with great attention to details and accuracy. Please feel free to contact me back so we can discuss this further and proceed. I am available to start right away and on regular basis. Why me, I am a certified accountant with over 5 years of working experience with several clients engaged in different businesses viz E-Commerce, Retail, Real Estate, Short Term & Long Term Rentals, Property Managers, Restaurants and IT etc. I am a QuickBooks Pro Advisor and Xero Certified Advisor, have expertise in other software like Sage, Zoho Books, MYOB, FreshBooks, Wave, etc. Excel and Google Sheets. I can provide value-added bookkeeping services on regular basis so you can focus on your business and grow. Looking forward for your consideration. Thanks, Israr
£12 GBP in 30 days
3.7
3.7

As a seasoned accounting professional, I understand the paramount importance of maintaining accurate financial records for any business's success. My proficiency in using accounting software like Xero, QuickBooks Online, NetSuite, and Sage Intacct has allowed me to efficiently tackle bookkeeping tasks for small businesses just like yours. Over the past five years, I have perfected my skills in reconciling bank feeds, closing monthly books with precise coding, generating essential management packs, and preparing comprehensive tax reports. My goal is to provide you with a stress-free financial experience while ensuring your numbers are always tax-ready. With my solid command over QuickBooks Online and similar platforms, transitioning into Xero will be seamless. Moreover, being tech-savvy also means that I'm adept at collaborating on cloud-based systems such as advisor access in Xero and document sharing via Google Drive, making remote working a breeze. One of my crucial advantages is that I am not only an efficient executor but also a detailed-oriented thinker. No transaction escapes my meticulous attention; therefore, you can expect 100% accuracy in reconciliations and reports. Additionally, being an efficient problem-solver ensures that any discrepancies or issues during reconciliation are addressed promptly and resolved effectively, allowing me to meet your month-end reconciliation acceptance criteri
£10 GBP in 40 days
3.5
3.5

Keeping your books clean and tax-ready every single month is exactly the kind of work I specialize in, and I can help ensure your Xero records stay accurate, organized, and stress-free year-round. Instead of just “doing bookkeeping,” I focus on giving business owners reliable numbers they can actually trust when making decisions. I have strong experience in Accounting, Finance, and Bookkeeping, with hands-on work in reconciliations, month-end closings, financial reporting, and maintaining audit-ready records. I can reconcile all bank, credit-card, and payment-processor feeds, accurately code expenses and revenue, post payroll journals, and close your books within the required timeline while ensuring zero unreconciled transactions. Alongside maintaining the books, I will prepare clear and concise management reports including the P&L, balance sheet, and cash-flow snapshot so you can quickly understand business performance each month without digging through Xero yourself. Since your workflow is fully cloud-based, I can seamlessly collaborate through Xero and Google Drive and maintain properly documented supporting schedules for smooth year-end tax filing. I am detail-oriented, responsive, and committed to meeting deadlines consistently. I also have previous work samples available and would be happy to discuss how I can support your team starting next month. Regards, Taha
£13 GBP in 40 days
3.5
3.5

Yes! You are on the right bid. I have read all project details and descriptions regarding Monthly Bookkeeping & Tax Preparation I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
£37 GBP in 36 days
2.6
2.6

Thank you for considering me for your monthly bookkeeping and tax preparation needs. With over a decade of experience as a Chartered Accountant, I am well-versed in managing financial data, reconciling accounts, and preparing tax returns. My proficiency with Xero and Google Drive will allow us to work seamlessly, ensuring that the month-end reconciliation is completed promptly and in line with your criteria. One of my key strengths is a sharp eye for detail which will greatly benefit your business. I have a proven track record of generating accurate financial reports that agree 100% with ledgers and are free from unreconciled transactions. In addition, my expertise in utilizing advanced data analysis tools will enable me to provide you with a precise management pack comprising P&L statements, balance sheets, and cash-flow snapshots that will help you gain quick insights into your business performance. Furthermore, my background in audit assurance allows me to approach these tasks not just from a compliance standpoint but also with an eye towards identifying risks and enhancing financial controls. As we work together, I aim to provide you not just with timely deliverables but also with strategic insights and recommendations to further improve your financial position. I am excited about the opportunity to contribute to your success. Let's connect soon to discuss further how I can best support your financial journey!
£10 GBP in 40 days
2.8
2.8

With 10+ years of experience specializing in QuickBooks and Xero, I am confident I am the perfect fit for your project. My expertise ranges from system setup and cleanup to financial modeling, budgeting, and year-end closings - exactly the skills you need for clean, accurate books. My approach to organization, an eye for detail, and a strict adherence to deadlines is what sets me apart. I guarantee that all reconciliations will be completed within five business days of receiving the statements, with no unreconciled transactions left. The financial reports generated by me will agree a solid 100% with Xero ledgers and offer a succinct snapshot of your P&L, balance sheet, and cash-flow activities. Tax preparation is one of my core strengths. Utilizing the data I consistently update, I will promptly generate and file all necessary business tax returns at year-end. And with shared access enabled in Xero and Google Drive readily available for any extra documents - we have already fostered a virtual working environment! Let me simplify your accounting needs; together we can ensure your financials are organized & compliant!
£10 GBP in 40 days
2.2
2.2

With Muhammad as your finance professional, you're not just hiring an accountant; you're investing in a partner who will contribute to your business's growth, financial stability, and long-term success. Drawing from my extensive experience as a Finance Manager and CFO, I understand the intricacies of maintaining financial integrity, optimizing performance and providing strategic financial insights - all of which are instrumental to your project. Efficiently managing months' end reconciliations is crucial. My strong background in accounting, audit and finance ensures I approach this task meticulously adhering to our agreed upon timeline. Accuracy, transparency, and compliance are central to my approach; my expertise with tax preparations and filing will be invaluable in keeping your business legally protected. I've worked with various finance tools like Xero as well as cloud-based storage systems such as Google Drive. This means integrating effectively into your team and workflows won't be a problem. Alongside completing the month-end reconciliations within five business days, I will prepare quality financial reports for quick review while ensuring all tax filings are on time with diligent filing upkeep in our shared drive - everything you need in an accountable financial partner. Let's work together to pave way for efficiency, growth & success!
£10 GBP in 40 days
2.4
2.4

United Kingdom
Member since Feb 8, 2026
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