Experienced Xero Bookkeeper for Australian SME (Ongoing Monthly Engagement)

Posted last month

Worldwide

Summary

About the role I'm the founder of Agentive Group, an AI automation consultancy based in Sydney, Australia. We're a small operation — currently a one-person Pty Ltd structure with project-based consulting revenue, with a second SaaS product (Scribekast.AI) launching shortly. I need a reliable, detail-oriented Xero bookkeeper to take ownership of my monthly bookkeeping function so I can focus on client work. What I need help with Monthly bank reconciliation across business accounts (single AUD account at present, potentially USD account added when Scribekast launches) Coding of transactions to the right chart-of-accounts categories (I'll provide context for anything ambiguous) Invoice management — sending invoices to clients, tracking receivables, and chasing overdue items politely on my behalf Bill entry and supplier payment scheduling (I'll approve outgoing payments) BAS preparation and lodgement each quarter Monthly P&L and cash position summary — 1-page snapshot, plain English, by the 10th of each month End-of-financial-year preparation — clean books handed to my accountant by mid-July What I'm looking for in a candidate Strong Xero proficiency — minimum 2+ years actively using Xero, ideally Xero Certified Advisor Australian compliance knowledge — GST, BAS, PAYG, STP, and Pty Ltd structures Clear written English — most of our communication will be async via Slack, email, or Upwork messages Proactive communication — flag issues early rather than waiting for me to ask Reliable monthly cadence — bookkeeping done by the 10th of each month, no slipping Experience with SaaS or service-business bookkeeping a plus — Stripe integration, multi-currency handling, deferred revenue recognition BAS Agent registration is mandatory Either you hold personal TPB registration as a BAS Agent (please include your registration number in your proposal), or you work under direct supervision of a registered BAS Agent firm with active TPB registration (please include the firm's name and TPB registration number, along with confirmation that lodgement will be done through the supervising agent). All BAS lodgements for my business must be made through a properly registered BAS Agent. I'll verify TPB registration on the public register before progressing any applicant. What I bring Clean starting point — books are minimal at this stage so easy to set up properly Clear context on transactions — I'm a former enterprise SaaS sales leader so I understand financial structure Defined scope with predictable cadence — no late-night urgent requests Long-term engagement potential — if the relationship works, this becomes ongoing for years To apply, please include in your proposal: Your Xero experience (years and approximate number of Australian clients managed) Your BAS Agent registration details — either your own TPB number, or your supervising firm's name and TPB number Your proposed monthly fixed fee OR your hourly rate One specific example of a tricky bookkeeping situation you've resolved (this tells me how you think) Your timezone and typical response time for non-urgent messages Applications that copy-paste a generic proposal will be skipped. I'm looking for a long-term partner, not a transaction.

  • Hours to be determined
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $10.00

    -

    $20.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Xero
Bookkeeping
Bank Reconciliation
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:4 weeks ago
  • Interviewing:
    3
  • Invites sent:
    3
  • Unanswered invites:
    3
About the client
Member since Jul 24, 2019
  • Australia
    Alexandria 3:37 PM
  • $4.9K total spent
    9 hires, 3 active
  • 531 hours

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