Overview
This is a fully remote, independent contracting role for an established Bookkeeper & Financial Coordinator supporting a boutique creative agency. Work begins on a flexible, part-time hourly basis (approx. 7–8 hours / 1 day per week), with potential for hours to increase as the business scales.
The engagement is outcome-based, with full professional responsibility for managing Xero reconciliations, invoicing workflows, and project financial tracking against defined Service Level Agreements (SLAs).
Responsibilities
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Xero bookkeeping review and overhaul
- Conduct an initial review and overhaul of the Xero system to ensure bank reconciliations, transactions, and historical data are fully up to date.
- Perform day-to-day bookkeeping, managing income/expenses, bank reconciliations, and digital record-keeping aligned with UK Making Tax Digital (MTD) requirements.
- Prepare month-end summaries, quarterly VAT information, and year-end documentation for external accounting review.
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Invoicing and budget tracking
- Raise and send client invoices for both retainer-based and project-phase billing.
- Monitor project budgets to ensure invoiced amounts align with actual worked hours and agreed project phases.
- Manage credit control, including friendly follow-ups on outstanding payments.
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Freelancer management and timesheets
- Support freelancer onboarding workflows, including Google Forms, contract dispatches, and information gathering.
- Oversee and consolidate monthly timesheets from creative freelancers into master tracking sheets.
- Reconcile freelancer invoices against budgeted project hours to flag potential overruns early.
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Operations and project support
- Maintain central Google Workspace tracking documents (Master Google Sheets, project logs).
- Support general project administration, workflow tracking, and client/freelancer communication as the role evolves.
Requirements
Location
Fully remote. Home office required with reliable high-speed internet connection for remote work during UK business hours.
Compensation & Benefits
- Independent contracting role.
- Starting part-time hourly basis at approx. 7–8 hours / 1 day per week, with opportunity for hours to grow as the business scales.