I’m looking for a detail-focused, Xero-experienced accountant or bookkeeper who understands the UK property space to help me enter, review, and tidy up the Xero setup across 4 limited companies.
The breakdown: • 3 are property holding companies – long-term ownership • 1 is a trading company – property sourcing business
Project Scope:
For the 3 holding companies: • Enter a Chart of Accounts (COA) into each Xero org (I’ve already created the full COA in a spreadsheet — you just need to implement it) • Ensure accounts are correctly named, grouped, and set up with appropriate account types
For the trading company: • COA already entered in Xero • Needs a light tidy-up and structure review • Review tracking categories, CapEx vs OpEx treatment, and intercompany logic
For all 4 companies: • Review use of tracking categories (per property) • Sense-check any manual journals, loan entries, CapEx classifications • Standardise naming and structure across the group • Fix or flag any miscodings, duplicated accounts, or structural issues
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Ongoing support (optional): • Monthly or quarterly review • Year-end tidy-up • VAT advice (only if required — not filing)
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You’ll be a good fit if you: • Are Xero certified • Understand UK property accounting (SPVs, CapEx, intercompany) • Like working with systems that are already structured, not starting from scratch • Can follow a clean process and help refine it (not rebuild it)
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Budget: • Fixed fee: £350 for this full tidy-up and setup
Please state your preferred approach in your proposal.
Deliverables: • 3 fully structured COAs entered into Xero (from spreadsheet) • 1 tidy-up and review of existing COA • Review and alignment of structure across all 4 companies • Written summary of changes + light recommendations • Optional: Quote for monthly or quarterly support
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