Key skills
Sales
About this role
Role Overview
- Maintain accurate bookkeeping records for a portfolio of clients using Xero.
- Process and reconcile transactions including bank accounts, sales, and purchase ledgers.
- Assist with bookkeeping for clients with multiple companies within a group structure.
- Prepare quarterly management accounts for a portfolio of clients.
- Support the preparation of management information for other clients where required.
- Liaise directly with clients to: Request missing information or documentation, Resolve bookkeeping or Xero-related queries, Ensure financial records remain up to date and accurate.
- Assist with the preparation of working papers for year-end accounts where required.
Requirements
- Strong bookkeeping experience
- Experience using Xero
- Ability to manage bookkeeping for multiple clients
- Experience preparing or assisting with management accounts
- Strong attention to detail and organisational skills
- Comfortable communicating directly with clients
Benefits
- Flexible work arrangements