Certified Bookkeeper (CB/CPB + Xero Expert) for Multi-Entity Enterprise

Posted last month

Worldwide

Summary

I am looking for a rigorous, detail-oriented, and highly active bookkeeper to manage the financial infrastructure across my entire portfolio of businesses, including real estate investments and consulting operations. You will work alongside my CPA to maintain pristine, audit-ready books that accurately reflect the reality of a fast-moving, multi-entity enterprise. Your Role: You will be the primary operator of my Xero environment for all entities. This is an active, ongoing partnership. I need a partner who proactively monitors financial health across the entire portfolio, identifies discrepancies in real-time, and ensures that complex intercompany and equity transactions are tracked with absolute precision. Mandatory Requirements: Certification: Must hold an active Certified Bookkeeper (CB) or Certified Public Bookkeeper (CPB) designation. Software Mastery: Must be Xero Certified. Tax & Equity Fluency: Demonstrated understanding of multi-state tax nexus and the ability to interpret and account for equity agreements and capital structures. Active Engagement: You must be a hands-on operator. I need a partner who identifies issues, flags anomalies, and communicates proactively, rather than simply recording data. Systemic Approach: Comfortable working within an integrated digital ecosystem (Notion/Xero). I value automation, clean workflows, and consistent data integrity across all businesses. Key Responsibilities: Proactive daily/weekly maintenance of bank feeds and transaction categorization in Xero across all entities. Complex monthly reconciliations for every business unit. Active management of intercompany clearing accounts and precise recording of equity-related transactions. Ongoing tracking of multi-state tax obligations to ensure full audit readiness for quarterly CPA review. Regular flagging of financial discrepancies, operational inefficiencies, or potential tax triggers. The Ideal Candidate: You are a highly engaged professional who takes complete ownership of the financial records across multiple business lines. You understand the difference between passive data entry and the rigorous, analytical bookkeeping required for an equity-backed enterprise. You prioritize data integrity, system efficiency, and constant, clear communication. How to Apply: Please provide: Proof of current CB or CPB certification AND Xero Certification. A brief summary of your experience managing multi-state tax entries. An example of how you have recorded or managed equity contributions or distributions in the past. A short note describing your process for proactively monitoring multiple business accounts for errors or irregularities.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $14.00

    -

    $20.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Accounting
Bookkeeping
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:2 weeks ago
  • Hires:
    1
  • Interviewing:
    3
  • Invites sent:
    13
  • Unanswered invites:
    6
About the client
Member since May 29, 2026
  • USA
    Tucson5:45 AM
  • $1.6K total spent
    34 hires, 17 active

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