Xero CPA / Bookkeeper (Setup, Cleanup, Reconciliation)

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: TYPE OF WORK

Part Time

: SALARY

$5-7/hour

: HOURS PER WEEK

TBD

: DATE UPDATED

Feb 16, 2026

JOB OVERVIEW

We are looking for an experienced CPA or Senior Bookkeeper to fully set up and optimize our Xero accounting system for a growing digital services and SaaS business. This role is focused on building a clean, reliable financial foundation and maintaining accurate books going forward.

You will be responsible for configuring Xero correctly from the start, cleaning historical data, and ensuring our accounts are categorized and reconciled properly.

Responsibilities
Xero Setup & Configuration
- Set up Xero chart of accounts tailored to a SaaS / services business
- Configure tax settings, currencies, and financial reports
- Connect bank accounts, credit cards, and payment processors
- Ensure proper user permissions and account structure
Data Cleanup & Migration
- Review existing transactions and historical data
- Clean up miscategorized or duplicate entries
- Import and organize past financial records if needed
- Standardize naming conventions and account usage
Categorization & Reconciliation
- Categorize transactions accurately and consistently
- Perform monthly bank and card reconciliations
- Identify and resolve discrepancies
- Ensure financial reports match actual balances
Ongoing Bookkeeping
- Maintain accurate books on a weekly or monthly basis
- Prepare Profit & Loss, Balance Sheet, and Cash Flow reports
- Support year-end and tax preparation
- Communicate clearly about any issues or missing information

Requirements
- Proven experience with Xero accounting software
- CPA license or strong bookkeeping background preferred
- Experience with SaaS, digital services, or online businesses
- Strong understanding of financial reporting and reconciliation
- High attention to detail and organization
- Ability to work independently and communicate clearly in English
- Experience connecting tools such as Wio, Mercury, Fanbasis, Whop, or similar is a plus

Nice to Have
- Experience with multi-currency accounts
- Familiarity with crypto or digital asset tracking
- Knowledge of US or Canadian accounting standards
- Experience cleaning messy or partially set up books

Engagement Details
- Part-time or project-based to start, with potential for ongoing monthly work
- Remote
- Flexible hours, results oriented

SKILL REQUIREMENT

Accounts Reconciliations Xero Online Bookkeeping

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Xero CPA / Bookkeeper (Setup, Cleanup, Reconciliation)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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