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I run Sansar Solutions, a Canadian public-practice firm, and I’m expanding my offshore bookkeeping capacity. I’m looking for a small, well-coordinated team of 3–10 people who can plug straight into our Xero file stack and take on day-to-day production work in exchange for an ongoing 8-10 % share of the billings you service. Here’s what the engagement looks like: • Core workflow: import bank statements into Xero, apply cash-coding rules, and keep every bank, credit-card, and payment-service ledger fully reconciled each week. • Support tasks: chase clients for missing PDFs, receipts, or payroll data, file everything neatly in our Google Drive, and keep a short note trail in Xero so nothing is lost. • Tax work: at year-end you’ll roll the reconciled file into TaxCycle (training and templates provided) and produce a draft T2 package that our Canadian CPAs will review and sign off. • Communications: handle first-line client emails and Loom explainer videos during Pacific Standard Time hours so questions are cleared quickly before they snowball. Success in this role means zero-difference quality between your output and an in-house senior bookkeeper in Canada. Fluent, confident English—both written and spoken—is therefore essential, as is reliable connectivity for Zoom check-ins and secure file transfer. Deliverables we’ll check every month 1. All cash accounts reconciled to the statement line with no unreconciled differences. 2. Outstanding documents list under five items per client. 3. Response time to client queries under 24 hours on business days. 4. Draft T2 package delivered within ten days of fiscal year-end close. If your team already works inside Xero, is comfortable learning TaxCycle, and can commit to PST availability, let’s set up a call and walk through our standard operating procedures.
ID do Projeto: 40344465
38 propostas
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Ativo há 14 dias
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38 freelancers estão ofertando em média $445 CAD for esse trabalho

As a proficient data analyst and seasoned bookkeeper, I firmly endorse my candidature for your Xero Bookkeeping Revenue Share Partnership project. My extensive expertise includes excelling at core workflow tasks like importing bank statements into Xero, cash-coding, and maintaining robust ledgers with utmost precision. Furthermore, my profound proficiency in TaxCycle aligns perfectly with your requirement of generating draft T2 packages under tight timelines.
$250 CAD em 1 dia
7,6
7,6

Hi, I have carefully read your project and I’m confident my team can seamlessly integrate with Sansar Solutions’ offshore bookkeeping workflow. We have a small, well-coordinated team experienced in Xero, bank reconciliations, cash coding, and managing multi-client files. We’re comfortable handling weekly reconciliations across bank, credit-card, and payment-service ledgers, and we maintain tidy documentation in Google Drive with clear Xero notes to ensure no data is lost. We have experience following structured SOPs and can quickly learn TaxCycle to produce draft T2 packages ready for your Canadian CPAs’ review. Our team communicates fluently in English and is used to managing client queries professionally and efficiently, including creating Loom explainer videos. We can work in Pacific Standard Time hours to meet your responsiveness expectations. We are committed to delivering output equivalent to an in-house senior bookkeeper, ensuring: Zero unreconciled differences in cash accounts Outstanding document lists kept minimal Client queries addressed within 24 hours Draft T2 packages ready within ten days of fiscal year-end I would be glad to set up a call to walk through your SOPs and discuss how we can take on this workflow reliably. Thanks & regards, Mussadiq Hussain
$500 CAD em 7 dias
6,8
6,8

Hello Sir, I can support Sansar Solutions with a reliable, well-coordinated bookkeeping setup—ensuring your Xero files are consistently clean, reconciled, and client-ready with zero gaps. ✅ Why Me? ✔ Strong experience in bookkeeping workflows (bank reconciliation, cash coding, ledger management) ✔ Hands-on familiarity with Xero-based processes and structured financial data handling ✔ Experience handling document collection, client coordination, and organized record-keeping ✔ Ability to maintain audit-ready files with clear notes and zero discrepancies ✔ Fluent English communication (written + spoken) for client emails and Loom explanations ✔ Reliable availability aligned with Pacific Standard Time ✔ 500+ projects completed | 5.0-star rating ✅ What You’ll Get ✔ Fully reconciled bank, credit card, and payment accounts (zero differences) ✔ Clean Xero files with proper coding and consistent note trails ✔ Organized document management in Google Drive ✔ Timely follow-ups for missing receipts, payroll data, and statements ✔ Draft-ready data prepared for TaxCycle (structured for CPA review) ✔ Fast client communication (≤24-hour response time) I focus on delivering clean, reliable bookkeeping output that matches in-house quality—so your firm can scale confidently without operational bottlenecks. Best regards, Ayan
$250 CAD em 10 dias
6,7
6,7

Got it. We manage a trained bookkeeping team with solid experience in Xero and structured offshore delivery, so your workflow fits well with how we already operate. Our team is set up to manage end-to-end bookkeeping cycles—bank imports, rule-based cash coding, and weekly reconciliations across all accounts with zero discrepancies. We're also ready to work with TaxCycle for T2 draft preparation using your templates, and we’re comfortable supporting clients during PST hours with clear, professional communication. We understand that success here means matching in-house Canadian quality standards, and our internal QA process is built around exactly that—multi-level reviews, reconciliation checks, and strict turnaround benchmarks. Can we schedule a quick call to review your SOPs and discuss how many client files you’d like us to start with?
$250 CAD em 7 dias
7,1
7,1

With almost a decade of experience as a Chartered Accountant and ACA qualified professional, I believe my skills make me the perfect fit for your offshore bookkeeping operation. My main goal is to assist businesses in staying compliant, making informed financial choices, and building a robust foundation for sustainable growth - precisely what you're expecting from your Xero team. Specifically, with regards to Xero, I've spent significant time navigating and maximizing its functionalities. Consequently, I can proficiently complete core workflow tasks such as reconciling bank, credit-card, and payment-service ledgers each week. Additionally, I'm adept at using Xero to maintain relevant note trails, which is essential to ensure that no information is lost. What distinguishes my work is the dedication to zero-difference quality between output and an in-house senior bookkeeper—to match the level of service you've worked hard to establish. Furthermore, my fluency in English provides the seamless communication needed for clarity between stakeholders, while my flexibility with PST hours allows me to keep client queries answered promptly. Trusted file transfer protocols and secure connectivity are never a concern as well.
$250 CAD em 7 dias
6,2
6,2

Hello, I am Mohmed, with over 8 years of experience in Accounting, Bookkeeping, Xero, and Tax Accounting. I have carefully reviewed the requirements for the Xero Bookkeeping Revenue Share Partnership project. To successfully execute this project, my team and I will seamlessly integrate into your Xero file stack, ensuring accurate bank statement imports, cash-coding rules application, and meticulous ledger reconciliation. We will diligently handle support tasks, tax work using TaxCycle, and maintain effective communication with clients during PST hours. Our commitment to quality and timely deliverables aligns with your expectations. I am eager to discuss this opportunity further and showcase how our expertise can add value to your firm. Please initiate a chat to explore collaboration possibilities. Best regards, Mohmed
$334 CAD em 7 dias
5,8
5,8

Hello, I lead a small, highly coordinated offshore team of 5 Xero specialists experienced in full-cycle bookkeeping for Canadian public-practice firms. We will import bank statements, apply cash-coding rules, and fully reconcile all cash accounts weekly. We will chase missing documents, maintain clean Xero notes, and organize Google Drive files. We are comfortable learning TaxCycle using your templates and will deliver draft T2 packages within 10 days of year-end. We will handle first-line client emails and Loom videos during PST hours with under 24‑hour response. Our work matches in‑house senior bookkeeper quality. We are available for Zoom check‑ins and secure file transfer, and we are ready for an 8‑10% share of billings. Let’s set up a call. Regards, Zafar
$250 CAD em 7 dias
6,2
6,2

Hi, I am excited about the opportunity to support Sansar Solutions in expanding your offshore bookkeeping capacity. With seven years of experience in bookkeeping and accounting, I am confident in my ability to deliver the highest level of output that matches your standards. My meticulous attention to detail ensures that every bank reconciliation is accurate, with no unreconciled differences. I will leverage my deep understanding of Xero to efficiently import bank statements, apply cash-coding rules, and maintain an organized document trail in Google Drive, facilitating seamless communication and meeting client needs promptly. I understand that timely communication is crucial, and as such, I will maintain clear lines of communication during Pacific Standard Time hours, ensuring prompt responses to client inquiries, typically within 24 hours. Additionally, I will adhere to the established processes for collecting missing documents and rolling reconciled files into TaxCycle, ensuring we meet the monthly and year-end deliverables without fail. I look forward to potentially discussing how my team can integrate smoothly into your operations for a mutually beneficial partnership.
$500 CAD em 7 dias
5,1
5,1

Hello, I can provide a small, coordinated team to integrate seamlessly with Sansar Solutions’ Xero stack, handling full bookkeeping, bank reconciliations, and client communications to match the quality of an in-house Canadian senior bookkeeper. Our team is fluent in English, reliable, and equipped for secure file transfers and Zoom check-ins during PST hours. We will manage day-to-day production, chase missing documents, organize Google Drive records, and maintain concise notes in Xero. At year-end, we can prepare draft T2 packages in TaxCycle, ready for CPA review, ensuring accuracy and compliance. Deliverables will consistently meet your monthly benchmarks for reconciliations, outstanding document management, client response times, and timely T2 drafts. Questions: How many clients should the team expect to handle initially? Is there a preferred communication channel for daily updates besides Xero and Zoom? Thanks, Asif
$750 CAD em 10 dias
4,9
4,9

As you're expanding your offshore bookkeeping operations and seeking a reliable team to manage your Xero file stack, my breadth of experience and extensive skillset makes me an excellent fit for the job. With over 5 years of hands-on expertise in bookkeeping and a fluency in accounting software including Xero, I am well-suited to handling the core workflow tasks you highlighted. Additionally, my strong attention to detail will ensure all bank accounts, credit-cards, and payment-service ledgers are meticulously reconciled each week. I understand the importance of efficient communication in your project. Fluent English is a strength of mine, both written and spoken, allowing for clear and timely client communication during PST hours. My expertise isn't limited to just bookkeeping though; I can offer added value by providing tax preparation support as well. I am confident that with my dedication and proficiency, I will exceed your expectations by fulfilling all the monthly deliverables you’ve highlighted while maintaining zero-difference quality between our output. Choose me, Sheza Sakhawat, as your partner in financial success. Rest assured, I will work swiftly, accurately, and with full respect for confidentiality of your information. Let us simplify your financial journey together! Drop me a message so we can dive into further discussions on how we can efficiently work together!
$400 CAD em 7 dias
4,1
4,1

Hi, I understand you need a dedicated team to integrate seamlessly with your Xero files for bookkeeping and year-end tax prep, ensuring top-quality output matching in-house standards. My team has extensive expertise in Xero bookkeeping, cash-coding, reconciliation, and handling client communications within PST hours with confident English proficiency. We utilize EloERP’s comprehensive accounting and reconciliation modules to streamline workflows and maintain document organization with precision. We can meet your monthly deliverables, support tax package drafting in TaxCycle, and maintain quick client response times. I propose starting with a demo of our system integrated into your processes and scheduling a call to align on SOPs. Delivery within 7 days is guaranteed. Could you share more about the volume of clients and frequency of batches requiring processing? Best regards, Muhammad
$350 CAD em 7 dias
4,1
4,1

I have a few questions: 1. How many client files are currently active in your Xero stack 2. What is the average monthly transaction volume per client 3. Will training for TaxCycle and SOPs be provided in a structured format About me I am a Chartered Accountant (CPA) having 8+ years of experience working with Canadian, US, and UK clients. I am expert in accounting using Xero including bank categorisation, reconciliation, and maintaining clean ledgers. I also handle client communication and resolve queries as required. Though my profile is new here, I have served more than 300 clients till date.
$250 CAD em 7 dias
3,8
3,8

As an experienced, tech-savvy bookkeeper with a strong specialism in Xero, I believe my skillset is perfectly aligned with your project requirements. Having tirelessly worked with various bookkeeping tools for over five years, I'm fluent in the workings of QuickBooks Online, NetSuite, Sage Intacct, and specifically Xero which will play a key role in us attaining seamless integration. Efficiency, detail-orientation and a deep respect for confidentiality are three of my biggest strengths. When you select me as part of your team, you can rest assured that I'll swiftly enter and categorize transactions with minute attention to detail ensuring no discrepancy goes untouched. These skills are further extended to bank reconciliations, tracking expenses and producing accurate reports in line with your given standards. Your business defines my success - so, I'll tailor every service I offer to best suit your specific needs and deadlines. With me as part of your team, Sansar Solutions will not only have its offshore capacity expanded but also enriched with high-caliber work that matches that of senior bookkeepers in Canada - while sharing justifiable revenues too!
$380 CAD em 7 dias
3,5
3,5

Hello, I am a Chartered Accountant with 10 years of experience, including managing multi-client bookkeeping, reconciliations, and financial reporting for Canadian and international clients. I am highly proficient in Xero, capable of handling bank, credit-card, and payment-service reconciliations, applying cash-coding rules, and maintaining fully reconciled ledgers each week. I can also manage client communications, document chasing, and filing in Google Drive, ensuring all notes are clear in Xero. At year-end, I can produce draft T2 packages in TaxCycle following your templates for CPA review. I am fluent in English, reliable during PST hours, and committed to delivering work with zero-difference quality compared to an in-house senior bookkeeper. I am ready to integrate into your workflow immediately, ensuring smooth, accurate, and timely bookkeeping for your clients.
$600 CAD em 5 dias
3,5
3,5

As the founder of FinxisAI, I lead a team of seasoned professionals well-versed in Xero, including TaxCycle. Our strategic approach to automating and modernizing financial operations aligns closely with your project goals, igniting mutual success. Through our platform, we ensure ongoing access to clean, accurate financial insights that enhance decision-making and remove the stress from day-to-day finances. Furthermore, we understand the importance of real-time communication in navigating and resolving client issues promptly. We have the capacity to handle those vital tasks effectively, ensuring all queries are addressed within your specified 24-hour time frame on business days. Our proven strengths in data processing and management will consistently deliver sales-ready reports in the form of a draft T2 package within ten days of fiscal year-end close, giving your team ample time for review and sign off. Lastly, leveraging our powerful automation tools would significantly reduce any unreconciled differences and achieve that "zero-difference" quality you desire between in-house and off-shore bookkeeping. As an engagement partner with expertise in Xero and well-structured workflows for Google Drive filing systems, we are confident that our collaboration would result in substantial benefits for both parties involved. Let's discuss further how we can help you exceed client expectations without compromiising quality.
$500 CAD em 7 dias
2,9
2,9

Greetings, I've reviewed your bookkeeping capacity expansion for Sansar Solutions. You need a small team (3–10 people) to handle Xero reconciliation, client document chasing, TaxCycle T2 packages, and first-line client communication during PST hours — all in exchange for 8-10% of billings serviced. I provide offshore bookkeeping team services, and I can deliver this for you. My team will plug directly into your Xero file stack. We will import bank statements, apply cash-coding rules, and keep every ledger fully reconciled weekly. We will chase clients for missing PDFs, receipts, and payroll data, file everything in your Google Drive, and maintain short note trails in Xero. At year-end, we will roll reconciled files into TaxCycle using your templates and produce draft T2 packages for your Canadian CPAs to review and sign off. We will handle first-line client emails and Loom explainer videos during PST hours — responses under 24 hours on business days. Success metrics: all cash accounts reconciled with no unreconciled differences, outstanding documents list under five items per client, T2 packages delivered within ten days of fiscal year-end. Our English is fluent and confident. Reliable connectivity for Zoom and secure file transfer is standard. We are already comfortable in Xero and can learn TaxCycle quickly. Let's discuss to walk through your SOPs. Best regards, Revival
$250 CAD em 7 dias
2,6
2,6

As a seasoned Finance Manager and CFO, I understand the significance of accurate bookkeeping in maintaining the financial integrity of a business. My extensive skillset revolves around Accounting, Bookkeeping, Data Entry, and Tax Preparation, underscoring my proficiency in Xero which aligns with your needs. Apart from the technical expertise though, one quality that's endeared me to my clients is my strategic mindset; I've leveraged financial insights to drive not only growth but also long-term profitability. This dovetails with your requirement of handling tax work at year-end and rolling it into TaxCycle. I'm confident in exceeding every expectation: reconciling all cash accounts, keeping all ledgers fully reconciled, responding timely, producing draft T2 package quickly, as demanded. On top of this, my dedication to reliability means you'll never have to worry about secure file transfers or Zoom check-ins. In essence, by choosing me for this collaboration you're gaining access not just to a skilled finance professional but someone who understands how crucial these tasks are for your business' future success, it is a responsibility I hold dear and will reflect this in our joint triumph.
$300 CAD em 7 dias
2,4
2,4

As an experienced bookkeeper specializing in Xero, I believe I'm the perfect fit for your project. With a solid background in accounting software and 5+ years of industry expertise, I have honed my skills to offer top-notch services in data entry, bank reconciliation, invoicing, expense tracking, financial reporting, and tax preparation. More significantly, my proficiency in QuickBooks Online makes me adept at learning new systems like TaxCycle effortlessly. Moreover, reliability is one of my core values. Your time is valuable, and with me on board, you'll receive prompt and accurate responses to all client queries within 24 hours and a draft T2 package delivered within ten days of fiscal year-end close. With my detailed-oriented approach, even small but crucial tasks like chasing clients for missing documents or maintaining neat file records will be handled efficiently. Finally, confidentiality is the pillar of trust in our profession. I understand the sensitivity of financial information and assure you that your data would be handled with utmost care. By choosing me as your partner, you are ensuring not just rigorous bookkeeping procedures but also a safe environment for your valuable financial records. Let's collaborate to simplify your financial journey together!
$260 CAD em 7 dias
1,6
1,6

Hi, I lead a small, well coordinated team experienced in Xero based bookkeeping, reconciliation workflows, and structured financial operations for international clients. We’ve supported firms handling multi client ledgers, weekly reconciliations, document tracking, and audit ready reporting with consistent accuracy. Our team is comfortable working directly in Xero with bank feeds, cash coding rules, and maintaining fully reconciled accounts with zero discrepancies. We also manage document follow ups, organize files in Google Drive, and maintain clear notes for traceability. We’ve handled similar workflows where year end data was prepared for accountants, ensuring everything is clean and ready for final review. Communication wise, we operate in aligned time zones and provide prompt, professional responses including client updates and walkthrough explanations when needed. We can integrate into your existing SOPs, maintain high quality standards, and scale with your workload while ensuring consistency across all clients. Best regards, George
$500 CAD em 7 dias
0,0
0,0

Hello, hope you are doing well Expert Xero bookkeepers ready to plug into your workflow—delivering clean, fully reconciled, client-ready files with zero errors. We are a small, well-coordinated team experienced in daily Xero bookkeeping—bank imports, cash coding, and weekly reconciliations with no differences across all accounts. We also follow up for missing documents, keep records well organized, and maintain clear notes so nothing is missed. We’re comfortable with TaxCycle for draft T2 preparation, and we work in PST hours, handling client communication with quick, clear responses. SERVICES I OFFER: Bank Reconciliation in XERO Payroll Processing Daily Incomes and Expense Recording in XERO Reconciliation of credit cards, PayPal. Accounts Payable and Receivable Management in XERO Booking of Purchase invoices manually or in recurring transactions. Issuing of Sales invoices/ Sales receipts manually or through recurring transactions in XERO Recurring invoices or sales receipts and deposits and bank reconciliation managing of all expenses in XERO Un-categorized to categorized banking transactions and creating rules. Managing debit and credit notes in XERO Chart of Accounts Outstanding/ Over dues sending to clients in XERO Happy to connect and discuss next steps. Thanks & regards, ANJALI
$500 CAD em 7 dias
0,0
0,0

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