Unlock Xero Freelance Opportunities Effortlessly

🔧 Scope of Work

1. AI Receptionist (Core System)
You will build an AI-powered receptionist capable of handling:

Inbound and outbound phone calls
SMS conversations with clients
Natural, human-like responses (not robotic scripts)

The AI must be able to:

Handle inquiries (services, pricing, availability)
Qualify leads
Overcome basic objections
Book appointments directly into Jane App
Confirm, reschedule, and cancel bookings

2. Scheduling & Integration (Jane App)

Seamlessly integrate all booking actions into Jane App
Ensure real-time availability syncing
Eliminate double bookings or manual intervention
Build a reliable, error-proof booking flow

3. CRM System Setup
You will design and implement a CRM system that:

Tracks leads from first contact to booked appointment
Logs all calls, texts, and interactions
Automates follow-ups (missed calls, no-shows, reactivation)
Provides a clear pipeline view

We are open to platforms (GoHighLevel, HubSpot, etc.), but expect you to recommend the best solution.

4. Automation & Workflows

Build end-to-end workflows connecting AI, CRM, scheduling, and communication tools
Use tools like Zapier, Make, APIs, or custom solutions where needed
Ensure everything runs smoothly with minimal ongoing management

5. Bookkeeping System Setup

Set up a clean, simple bookkeeping system (QuickBooks, Wave, Xero, etc.)
Track revenue, transactions, and basic financial reporting
Ensure it integrates logically with the rest of the system where possible
🧠 What We’re Looking For
Someone who thinks in systems, not tasks
Strong experience with AI automation (voice + SMS)
Proven ability to build end-to-end business workflows
Experience integrating multiple platforms into one cohesive system
Ability to recommend and implement the best tech stack (not just follow instructions)
Strong communication and ability to explain your approach clearly
🎯 End Goal

A fully automated front desk and client management system that:

Responds to leads instantly
Books appointments without human involvement
Tracks and nurtures every lead
Runs reliably and efficiently at scale
⚠️ To Apply

Please include:

Examples of similar systems you’ve built (AI, automation, CRM, etc.)
The tools/stack you would use for this project
A brief outline of how you would approach building this system

• Describe your recent experience with similar projects
• Please list any certifications related to this project
• How do you approach difficult conversations with customers?
• How do you decide what tone of voice to write in?
• How do you use metrics to inform your strategy?

**Job Title: Bookkeeper (Xero Proficient)**

**Job Overview:**
We are actively seeking a meticulous and detail-oriented Bookkeeper with proven expertise in Xero to join our dynamic team. This role is crucial to maintaining organized financial records, ensuring compliance with accounting standards, and enhancing our operational workflows. The ideal candidate will possess strong attention to detail, exceptional organizational skills, and a deep understanding of financial data categorization and input management. You will play a vital role in supporting our financial operations, contributing to the overall success and efficiency of our organization.

**Key Responsibilities:**
- Manage accounts payable processes, ensuring timely and accurate payments to vendors and suppliers while maintaining positive relationships.
- Conduct regular and thorough bank reconciliations, ensuring that financial records are accurate and discrepancies are promptly addressed.
- Assist in categorizing financial data and inputs, implementing best practices to improve efficiency and accuracy in financial reporting.
- Streamline existing workflows related to financial management, identifying opportunities for process improvements and automation to enhance productivity.
- Utilize Xero effectively for all bookkeeping tasks, including but not limited to invoicing, expense tracking, and generating financial reports.
- Maintain proficiency in Excel for data analysis and reporting, creating dashboards and visualizations to support decision-making processes.
- Collaborate with other departments to gather necessary financial information, ensuring that all financial data is accurately reflected in Xero.
- Prepare monthly and quarterly financial statements, providing insights and analysis to support management in strategic planning.
-Cash tracking, A/R, and cash flow forecasting

I have these systems in place, I will train and show the current process. I am open minded as always to improvements and a fresh lens.

**Qualifications:**
- Proven experience in bookkeeping, with a strong understanding of financial principles and practices.
- Proficiency in Xero software, with the ability to leverage its features for managing financial data effectively.
- Comfortable using Excel for various bookkeeping functions, including data manipulation, analysis, and reporting.
- Strong attention to detail and exceptional organizational skills, with a commitment to accuracy and quality in all tasks.
- Ability to work independently, efficiently managing your time and priorities while also collaborating effectively within a team environment.
- Excellent communication skills, both written and verbal, enabling you to articulate financial information clearly to colleagues and stakeholders.
- A proactive approach to problem-solving, with the ability to identify issues and suggest practical solutions.

If you are a dedicated Bookkeeper looking to make a significant impact on our financial operations and contribute to the growth of our organization, we encourage you to apply! Join us in our mission to enhance our financial accuracy and operational efficiency, and be part of a team that values precision and professionalism in all aspects of our work. We look forward to welcoming a new member to our team who is eager to contribute their skills and grow with us!

We are seeking a detail-oriented Bookkeeper with strong Financial Analysis skills to help manage our finances and provide insights into business performance. The ideal candidate will have experience in financial accounting and be proficient in Xero & Excel. Responsibilities include maintaining accurate financial records, analyzing financial data, and preparing reports to inform business decisions.and timesheet

Ищем русскоговорящего бухгалтера/буккипера для регулярной работы.

**Задачи:**

* Выставление инвойсов в Xero
* Создание и отправка ссылок на оплату через Stripe
* Учет оплат и контроль поступлений
* Оплата счетов (AP)
* Ведение бухгалтерии в Xero
* Проведение реконсайлов (bank reconciliation)

**Требования:**

* Отличное знание Xero
* Опыт работы со Stripe
* Внимательность к деталям и аккуратность
* Ответственность и системность
* Русский язык (обязательно)

**Формат работы:**

* Удаленно
* Регулярные задачи (ежедневно / несколько раз в неделю)

Ищем человека, который любит порядок в цифрах и может держать финансы в идеальной чистоте.

We are looking for a detail-oriented bookkeeper who is highly proficient in QuickBooks to become part of our team on a long-term, ongoing basis.

This role is focused on accurate, consistent financial recording across multiple projects. We operate within a structured system, and it is essential that all transactions are recorded correctly to allow for clear visibility and easy assessment of the books.

Responsibilities

- Record and categorise expense transactions in QuickBooks
- Upload and organise receipts
- Create and manage supplier bills and credit accounts
- Match bank transactions correctly
- Reconcile accounts monthly
- Follow structured categorisation rules
- Flag any unclear items using a “REVIEW” system

Requirements

- Strong experience using QuickBooks
- High attention to detail
- Ability to follow systems and processes exactly
- Good written English
- Comfortable working with multiple companies/projects
- Proactive but does not guess when unsure

How We Work

We are building a process-driven system with clear guidance and procedures.

You will be expected to:
- Follow defined rules
- Watch short training videos
- Ask clear questions when needed
- Improve efficiency over time

This Role

- Ongoing / long-term
- Weekly workload (to be agreed)
- Opportunity to grow into a key finance/admin role

We are looking for someone reliable, methodical, and consistent, not just fast.

We look forward to working with the right person long-term.

• What steps would you take to correctly categorise a transaction from a supplier you have never seen before?
• What would you do if you are unsure how to categorise a transaction?

Unleashed ERP Specialist — Setup & Configuration

Overview

We are a fast-growing consumer health and wellness brand seeking an experienced Unleashed Software specialist to audit our current setup and bring it to a fully operational standard. Unleashed went live for us earlier this year and while the core system is running, there are a number of configuration gaps, integration issues, and data accuracy problems that need resolving by someone who knows the platform deeply.

What you'll be doing

Conducting a full audit of our current Unleashed configuration and identifying gaps. Resolving cost price and COGS issues — landed costs and additional charges are currently not flowing through correctly. Configuring and stabilising the Xero integration, which is in testing and not yet reliable.
Fixing a current issue where sample orders are incorrectly pulling through as Boots (retail) orders in the system. Supporting the Amazon US integration, working alongside our designated contact to get this connected correctly. Auditing and reclassifying a significant volume of stock currently categorised as "undefined" — this stock is not pulling through into sales reporting correctly and needs to be allocated to the right categories. Amending stock categorisation across the board so it reflects accurately in all reporting.
Building bespoke dashboards including total spend per supplier and YTD/MTD performance versus prior year and prior month. Building out and sense-checking sales reports for accuracy. Reviewing and cleaning up our SKU and product data, including deprecated SKUs, UPC codes, and US vs UK variants. Re-enabling BBE (best before end) date tracking on inventory — this requires coordination with our external warehouse (Delta/Mintsoft) to align on setup and configuration. Providing MD-level dashboard training, specifically how to run a monthly run rate report and total YTD deliveries, and a walkthrough of the advanced dashboard view. Documenting SOPs for ongoing use by the internal team and supporting the team through a handover period.

What we're looking for

Proven hands-on experience configuring Unleashed Software — please share examples of previous implementations or fixes. Strong understanding of inventory management, COGS, multi-location stock, and sales reporting. Experience with the Unleashed/Xero integration. Comfortable working with third-party warehouse systems and coordinating cross-system configuration (experience with Mintsoft or similar WMS is a plus). Ability to work independently and communicate clearly with a non-technical operations team. Ideally available to start within 1–2 weeks.

Engagement

This is a fixed-scope project with the possibility of an ongoing retainer for support. We expect the core work to take 4 weeks depending on findings from the initial audit. Please include your day rate or project rate when applying, along with a brief summary of your Unleashed experience.

I'm looking for a bookkeeper to provide hands-on training via Google Meet/Zoom to properly set up accounts and ensure proper coding for:

1) payroll (payroll services, contractors and salaries)
2) S-corp health insurance premiums
3) Solo 401k contributions (employee and employer)

I use Xero for my accounting software.

This will be a one-time job/training session.

1. Core Zoho One Setup & Governance
• Licensing & Roles: Zoho One licenses must be provisioned for Admins, HQ executives, Master Franchise owners, 
Franchise owners, Managers, Employees, and Contractors. Each role will have specific permissions and access levels. 
Master Franchise roles sit between HQ and Franchise roles, with oversight rights limited to their region. 

• Multi-tier Hierarchy: The operational hierarchy will be configured as: 
HQ (Corporate) → Master Franchise (Regional Oversight) → Franchise Owner (Local Operations) → Outlet Staff. 

• Security & Access: 
 - Single Sign-On (SSO) will unify login across all Zoho apps. 
 - Multi-Factor Authentication (MFA) required for Admins and Master Franchise roles. 
 - IP restrictions ensure that critical roles (Finance, HR, HQ Admins) can only log in from authorized networks. 
 - Field-level permissions will ensure sensitive data (like payroll, commissions) is restricted to specific roles. 

• Data Migration: Legacy data (customers, vendors, staff, inventory, financial records, bookings) will be migrated into Zoho. 
This process involves cleansing, mapping, and validation before import. 

• Compliance & Audit: Zoho One’s system logs and audit trails will be enabled to comply with GDPR and Indian Data Protection 
laws. Audit reports will be generated quarterly and shared with HQ and Master Franchise compliance teams. 

• Hypercare & AMC: After go-live, a 3-month hypercare phase will provide hands-on support. AMC contracts will cover upgrades, 
new features, compliance changes, and regional requests.
2. Finance & Accounting (Zoho Books)

Finance is the backbone of operations. Zoho Books will be configured to handle multi-level royalty splits, POS integration, 
multi-currency accounting, and franchise payouts.
Setup Details:

• Chart of Accounts: A master Chart of Accounts (COA) will be designed at HQ level, extended for Master Franchise and Franchise reporting. 
Regional adjustments for tax (state-level GST, local levies) will be handled at Master Franchise level. 

• Invoice Customization: Custom invoice templates will be designed per vertical – Salon, Spa, Academy, Franchise. 
Each invoice will include tax details, branding, and unique QR/UPI links. 

• Payment Gateways: Razorpay will be configured as the default gateway for India. Other supported gateways include 
Stripe, PayPal, PayU, Instamojo, CCAvenue, PhonePe, Google Pay, Amazon Pay, Apple Pay, NetBanking, and UPI. 
Master Franchise regions may enable additional gateways if required for their jurisdiction. 

• Royalty & Commission Engine: 
 - Franchise revenue will be split into three streams: HQ royalty, Master Franchise royalty, and Franchise earnings. 
 - This split will be automated using custom workflows in Zoho Books. 
 - Commission percentages will be configurable by vertical and region. 

• Group Billing & Settlements: Multi-center operations (chains of salons/spas in one city) will have consolidated billing. 
Master Franchise owners will receive automated payout reports. HQ will consolidate all regions. 

• POS Integration: Franchise outlets will use POS terminals integrated with Zoho Books. 
Sales will sync in real-time, updating both franchise and HQ ledgers. 

• Dashboards & Reporting: Real-time dashboards will display P&L, Balance Sheet, Cash Flow, and franchise contribution. 
Master Franchise dashboards will consolidate their region, while HQ sees an all-India view. 

• Cross-System Integration: Zoho Books will integrate with Payroll (for salaries and commissions), Inventory (for product billing), 
CRM (for service sales), FSM (for AMC contracts), and external systems like QuickBooks, Xero, and ADP (if needed).
3. HR & Payroll (Zoho People + Zoho Payroll)

Zoho People and Zoho Payroll will manage the full lifecycle of employees across HQ, Master Franchise, and Franchise outlets. 
Automation will ensure compliance, reduce errors, and empower staff through self-service tools.
Detailed Workflows:

• Employee Master Data: Centralized employee records will capture role, department, designation, and reporting hierarchy. 
Master Franchise employees (regional trainers, auditors, managers) will be included in the hierarchy. 

• Onboarding & Contracts: Digital onboarding will capture contracts, KYC, NDAs, and regulatory compliance. 
Exit management workflows will automate full-and-final settlements. 

• Attendance & Rostering: Attendance will be tracked via biometrics, mobile GPS check-in/out, and geofencing. 
Shift and roster management will allow HQ, Master Franchise, and Franchise managers to schedule staff effectively. 
Overtime, commissions, and incentive rules will be automated. 

• Payroll Automation: Payroll will process salaries with full statutory compliance: PF, ESI, PT, TDS, gratuity. 
Variable pay, incentives, and loan adjustments will be handled automatically. 
Master Franchise payroll will be managed regionally but consolidated at HQ. 

• Performance Management: Goals and appraisals will be tracked. Employees will have self-service access to performance reviews, 
commissions earned, and incentive payouts. 

• Self-Service: Staff can access schedules, payslips, commission statements, and leave requests via the Zoho People mobile app.
4. CRM (Zoho CRM)

CRM will be the central hub for managing all customer, franchise, and business development interactions. 
It will be configured with multiple pipelines for Salon, Spa, Academy, and Franchise businesses, with 
Master Franchise dashboards and oversight capabilities.

• Multi-Vertical Pipelines: 
 - Salon: service bookings, upselling, memberships. 
 - Spa: therapy sessions, packages, loyalty management. 
 - Academy: student inquiries, enrollments, payments, certifications. 
 - Franchise: prospective franchise leads, negotiations, onboarding stages. 

• Lead Capture: Leads will automatically flow from website forms, WhatsApp, Instagram, Facebook, chatbots, 
calls (via Zoho Voice/IVR), and campaigns. Each lead will be tagged by source and territory. 
Franchise and Master Franchise pipelines will be segmented by region. 

• Automation Workflows: Follow-up reminders, lead scoring, nurturing sequences, and automated routing 
to HQ or Master Franchise. Territories will be predefined for routing accuracy. 

• Zia AI Integration: Predictive analytics for conversion probabilities, anomaly detection, and 
recommendations on next steps. Funnel optimization will be automated using AI insights. 

• Forecasting: Forecasts will be segmented by location, vertical, and region. HQ sees consolidated view, 
while Master Franchise sees only their territory. 

• Integration: CRM integrates with Zoho SalesIQ, Desk, Inventory, Payroll, and Books. 
This ensures every customer, student, or franchise prospect has a unified profile.
5. Franchisee & Master Franchise Management

Franchisee and Master Franchise Management ensures structured onboarding, training, compliance, 
and revenue management. This framework is critical for scaling operations while maintaining brand standards.

• Onboarding (Zoho CRM + Creator): 
 - Franchise applications are submitted digitally with KYC, financials, and business plans. 
 - Leads created in CRM; applications routed to HQ and Master Franchise for review. 
 - Status tracked as “Received,” “Under Review,” “Approved,” “Rejected.” 
 - Agreements uploaded, signed, and stored in CRM/Creator. Renewal reminders automated. 

• Training & Certification (Zoho LMS + CRM/Creator): 
 - Franchise staff must complete training modules from Western Lifestyle Academy. 
 - Certified staff are flagged in CRM and prioritized on customer-facing platforms. 
 - Training progress, completion, and certification validity tracked. 

• Operational Setup & Compliance (Zoho Creator + CRM): 
 - Franchisees receive SOPs, toolkit checklists, and branding requirements. 
 - Master Franchise verifies compliance through digital forms and checklists. 
 - Compliance statuses: “Pending Verification,” “Verified,” “Non-Compliant.” 

• Ongoing Management (Zoho CRM + Analytics + Books): 
 - Revenue, bookings, cancellations, and staff performance monitored. 
 - Subscription usage and loyalty redemption tracked regionally. 
 - Periodic audits by Master Franchise; HQ monitors consolidated reports. 
 - Support queries raised by franchisees handled first by Master Franchise, escalated to HQ if unresolved. 
 - Automated payouts configured in Zoho Books for 3-way revenue sharing. 

• Analytics & Reporting (Zoho Analytics): 
 - Dashboards segmented by HQ, Master Franchise, and Franchise. 
 - Metrics: revenue, subscriptions, offers, training completion, compliance scores, 
   customer complaints, no-shows.
6. Support (Zoho Desk)

Customer and Franchise support is centralized via Zoho Desk, with tickets routed based on region and role.

• Ticket Lifecycle: Tickets logged, routed, resolved, escalated as per SLA. 
• Multi-Channel Intake: Email, WhatsApp, SMS, RCS, IVR, chatbots, and web forms. 
• Knowledge Base: Customers and franchisees access FAQs and SOPs. 
• Collaboration: Tickets may be shared among departments with internal notes. 
• Escalation: Franchise issues resolved first by Master Franchise, escalated to HQ if unresolved. 
• Reporting: SLA compliance, agent performance, CSAT tracked and reported.
7. Field Service Management (Zoho FSM)

Zoho FSM manages all home services, AMC contracts, and regional support activities.

• Job Creation: Work orders created from Desk/CRM and routed to FSM. 
• Scheduling: Franchise and regional technicians scheduled for appointments. 
• Route Optimization: FSM assigns optimal paths for service jobs. 
• Mobile FSM App: Technicians use mobile app for job details, digital sign-offs, reviews. 
• AMC & Warranties: Recurring service contracts tracked with automated reminders. 
• Integration: Inventory linked to FSM to allocate consumables and parts. 
• Master Franchise: Oversees FSM jobs in their region, tracks SLA adherence.
8. Inventory Management (Zoho Inventory)

Inventory will be managed centrally at HQ, regionally by Master Franchise warehouses, and locally by Franchise outlets.

• Central + Regional + Local Inventory: HQ maintains central stock, Master Franchise maintains regional depots, 
Franchise outlets maintain day-to-day stock. 
• Barcode/QR Codes: For consumables, kits, retail, and academy material. 
• Vendor Management: POs generated automatically; low-stock alerts to HQ/MF. 
• Stock Transfers: HQ → Master Franchise → Franchise → Outlet. 
• Sync with CRM + Books: Ensures product/service billing and package redemption. 
• Analytics: Wastage, shrinkage, consumption trends tracked regionally.
9. Omnichannel Communication (Zoho SalesIQ & Campaigns)

Omnichannel communication ensures seamless client interaction across digital platforms. All conversations flow into CRM for a 
360-degree view of the customer or franchise.

• Channels: Live chat, AI chatbot workflows, WhatsApp Business API, RCS, SMS, email, IVR (via Tata Smartflow). 
• Unified Logs: Every interaction auto-linked to CRM records. 
• Automation: Auto-lead creation from conversations, review requests, and service reminders. 
• Campaign Management: HQ campaigns (national), Master Franchise campaigns (regional/localized). 
• Virtual Consultations: Zoom/Google Meet sessions integrated into SalesIQ.
10. Unified Bookings (Zoho Bookings)

Zoho Bookings will centralize service, academy, spa, home service, and franchise bookings into one platform.

• Centralized Bookings: Salon, Spa, Academy, and Franchise bookings consolidated. 
• Resource Allocation: Staff, stylists, trainers, and rooms allocated automatically. 
• Cancellations/Reschedules: Automated confirmations, reminders, and waitlist management. 
• Master Franchise Oversight: Regional visibility on bookings, conflicts, and availability. 
• Calendar Sync: Google, Outlook, and Zoho calendars integrated.
11. Commerce & Marketplace (Zoho Commerce)

A franchise-wide eCommerce and marketplace platform will enable customers to purchase services, courses, and products.

• Customer App/Website: Multi-seller cart, service booking, product catalog, loyalty, coupons, upselling. 
• Order Tracking & Returns: Real-time logistics integration with Shiprocket/Delhivery APIs. 
• Seller Portal: Business/KYC onboarding, product upload, stock sync with Zoho Inventory. 
• Payments & Settlements: Seller payouts automated via Zoho Books, commission deducted by HQ/MF. 
• Admin Backend: Managed through Zoho CRM, Inventory, Books, Desk, Analytics. 
• Regional Oversight: Master Franchise validates regional sellers, manages compliance and campaigns. 
• Analytics: GMV, seller performance, return %, repeat purchases, abandoned carts.
12. Training & Academy Platform (Zoho Learn + LMS)

Western Lifestyle Academy will be digitized through a full-featured e-learning platform.

• Learner App/Website: User profiles, course browsing, progress dashboards, HD video streaming, downloadable content, quizzes, 
assignments, certifications. 
• Educator Portal: KYC onboarding, course creation, structured lessons, quizzes, dashboards for enrollments and revenue. 
• Certification & Visibility: WLA-certified educators flagged and prioritized in search results. 
• Payments & Refunds: Enrollments processed through Zoho Books, refunds handled via Desk workflow. 
• Regional Centers: Master Franchise oversees local training centers and educator performance. 
• Analytics: Dashboards showing course performance, educator earnings, cancellations, learner engagement.
13. At-Home Beauty Service Platform

The at-home beauty service platform extends salon and spa services to customers’ homes like “urban clap”.

• Customer App: Account creation, service browsing, provider selection, secure payment options (UPI, cards, wallets, cash-on-service). 
• Provider Portal: Independent beauticians onboard via KYC and certification. Availability slots managed directly. 
• Salon Staff Integration: Verified in-salon staff profiles also available for home bookings. 
• Master Franchise Oversight: Approves and monitors service providers in their region. Tracks compliance with toolkit and hygiene standards. 
• Booking Management: Customers manage cancellations/reschedules, with SLA handling. 
• No-Show Handling: Customers report no-shows in-app; Master Franchise resolves or escalates. 
• Analytics: Provider performance, revenue per region, cancellations, customer complaints tracked in Zoho Analytics.
14. AR & Remote Monitoring (Zoho Lens)

Zoho Lens enables AR-driven monitoring and audits for HQ, Master Franchise, and Franchise.

• Cash Counter Verification: Real-time cash verification linked to Zoho Books POS records. 
• Entry/Exit Monitoring: Doors monitored; timings linked with Zoho People attendance logs. 
• Hygiene Monitoring: Ensures compliance with SOPs for cleaning salon chairs and spa rooms. 
• Compliance Audits: Master Franchise conducts AR-assisted audits; reports sent to HQ. 
• Inventory Tracking: Visual stock reconciliation, shrinkage detection. 
• Training & Guidance: Trainers provide remote AR guidance to students and franchise staff. 
• Customer Experience: Before/after service photos logged into CRM/Desk. 
• Asset Monitoring: Spa machines, salon chairs, equipment inspections for AMC compliance. 
• Franchise Expansion: Remote verification of new franchise readiness (equipment, branding).
15. Mobile Applications (iOS & Android)

Three branded mobile apps will support customer and franchise operations.

1. Salon + Academy App: Bookings, chairside checkout, academy course marketplace, educator dashboards, loyalty, memberships, gift cards. 
2. Spa App: White-labeled for spa services with booking, loyalty, reviews. 
3. Shared Features: Unified login/profile, push notifications, loyalty wallets, multi-language support, offline access, Razorpay as default gateway. 
4. Master Franchise Access: Regional dashboards, compliance checks, campaign push notifications inside apps.
16. Advanced Integrations

The ecosystem integrates with both Zoho native apps and third-party solutions.

• Zoho Recruit: Candidate management for trainers and staff recruitment. 
• Zoho Projects & Sprints: Project/task tracking for franchise rollouts, IT deployments, campaigns. 
• Zoho Marketing Automation: Drip campaigns, lead nurturing, segmentation, A/B testing. 
• Zoho Analytics: BI dashboards consolidating HQ, Master Franchise, and Franchise data. 
• Zoho Catalyst: Custom apps for marketplace, academy, home services. 
• 3rd Party: ADP/Xero integration, Shiprocket/Delhivery APIs for logistics, biometric device integration.
17. Analytics & Reporting

Zoho Analytics will centralize all reporting and KPIs across HQ, Master Franchise, and Franchise operations.

• HQ Dashboards: National revenue, compliance, training, customer satisfaction. 
• Master Franchise Dashboards: Regional revenue, franchise contribution, audit scores. 
• Franchise Dashboards: Local performance, staff compliance, service quality. 
• Alerts: Anomaly detection, SLA breaches, low stock, financial mismatches.

18. Smart Mirror & Scalp Analysis Concept (Be U Salon–Style Integration)

To elevate customer experience and differentiate the franchise, Smart Mirror Technology with Scalp & Hair Diagnostics will be deployed across flagship outlets, with integration into Zoho CRM, Zoho Analytics, and Zoho Desk.

Key Components:
• Smart Mirror Setup:
• Interactive mirrors at salon chairs with embedded AR screens.
• Multi-camera setup to capture scalp, face, and hair under different lighting conditions (normal, polarized, UV).
• AR overlays to preview hairstyles, hair colors, and treatments.
• Scalp & Hair Analysis:
• AI-powered imaging to detect dandruff, dryness, oiliness, thinning, follicle density, and scalp conditions.
• Integration with Zoho CRM: Analysis report stored in customer’s profile.
• Treatment recommendations auto-generated and linked to services/products.
• Customer Engagement & Personalization:
• Customers view before/after simulations in real time.
• History of scalp scans stored, enabling “progress tracking” over multiple visits.
• Personalized recommendations linked to Zoho Campaigns (follow-up reminders, product upsell offers).
• Integration with Zoho Suite:
• Zoho CRM: Analysis → Service recommendation → Booking created.
• Zoho Books & Inventory: Recommended treatments auto-linked to billing & product consumption.
• Zoho People: Staff performance tracked by treatment conversion rate.
• Zoho Analytics: Dashboards for HQ/Master Franchise showing treatment adoption, scalp health trends, product effectiveness.
• Franchise & Master Franchise Oversight:
• Standardized mirror diagnostic protocols shared across all franchises.
• Master Franchise monitors compliance (whether scans are performed, recommendations followed).
• HQ gets consolidated reports: “% of customers using Smart Mirror”, “Scalp condition trends by region”, “Treatment revenue uplift”.
• Marketing & Brand Differentiator:
• Positioned as “First Tech-Enabled Luxury Salon Chain” with real-time scalp diagnostics.
• Social media integration: Customers can share before/after images (with consent).
• Loyalty & retention enhanced by visual proof of progress (scalp improvement journey).
• Future Expansion:
• Remote consultations: Customers upload scalp photos via mobile app; AI + Zoho CRM generate recommendations before in-salon visit.
• Virtual educator mode: Trainers use smart mirrors to teach students (Academy integration).

18. Deliverables & SOPs

• End-to-end Zoho One deployment across HQ, Master Franchise, and Franchise. 
• 3 branded mobile apps (Salon + Academy(like byju), 2× Spa(clone app)). 
• Franchise portal and eCommerce marketplace. 
• Staff, franchisee, and Master Franchise training. 
• SOP documentation for every process (finance, HR, CRM, Desk, FSM, Inventory, Bookings). 
• Hypercare support for 3 months post go-live. 
• AMC contracts for ongoing support, compliance updates, and upgrades.
.Smart Mirror Deployment & SOPs: Installation, calibration, staff training, integration with Zoho CRM & Analytics, compliance standards for data privacy.

We are a UK-based clothing manufacturing brand looking for a highly experienced Accountant to join our team on a long-term basis (1–2 years minimum, full-time role).

We are seeking someone who understands the financial operations of the fashion / apparel / textile manufacturing industry, not a general accountant.

About Our Company:
We are a growing clothing manufacturing business focused on producing high-quality apparel for the UK and international markets. We value accuracy, efficiency, and strong financial control to support our expanding operations.

Key Responsibilities:

Full-cycle accounting for a manufacturing business
Managing production costs, inventory accounting, and COGS
Handling accounts payable/receivable
Preparing monthly & annual financial reports
Bank reconciliations and cash flow management
Payroll processing and expense tracking
Supporting budgeting and cost control for production
Ensuring compliance with UK accounting standards

Requirements:

Proven experience as an accountant in clothing / textile / manufacturing industry (mandatory)
Strong understanding of inventory & cost accounting
Proficiency in accounting software (QuickBooks, Xero, or similar)
Strong Excel and reporting skills
High attention to detail and accuracy
Ability to work independently in a fast-paced environment
UK accounting knowledge preferred

Job Type: Full-time, Long-term (1–2 years minimum)
Location: Remote (UK time zone preferred)

If you have relevant industry experience and are looking for a stable long-term role, please send your CV along with a short introduction highlighting your experience in the apparel/manufacturing sector.

We look forward to working with a skilled professional who understands the fashion industry inside out.

We are building a cloud-based financial analytics platform that transforms raw accounting data into structured, multi-dimensional insights.
We already have a working Excel-based prototype that defines:
• data structure
• classification logic (categories, projects, custom layers)
• financial outputs (P&L, trends, drilldowns)
The goal is to translate this into a scalable web application (MVP).
________________________________________
Key Responsibilities
1. System Architecture and Data Modeling (Core)
• Design a scalable backend architecture for financial data processing
• Implement a structured data model similar to BI systems:
o transactions (fact table)
o dimensions (projects, categories, custom layers)
• Ensure flexibility for user-defined hierarchies and mappings
________________________________________
2. Backend and Data Processing
• Build APIs to:
o ingest and process financial data
o aggregate revenue, expenses, and P&L
o support multi-year and time-based analysis
• Implement drill-down capability from summary to transaction level
________________________________________
3. Frontend Development (Next.js)
• Build a web application using Next.js (React)
• Create dashboards and analytics views including:
o KPIs (revenue, expense, profit, growth)
o trends (monthly, yearly)
o breakdowns (category, project, layers)
o drill-down views
________________________________________
4. Data Integration
• Integrate with accounting systems such as Xero and QuickBooks
• Build data pipelines and normalization logic
________________________________________
5. AI Integration (Light Layer)
• Integrate AI APIs (such as OpenAI) for:
o generating insights
o explaining financial trends
o natural language queries
Note: AI is not the core system; it sits on top of analytics.
________________________________________
6. Deployment and Infrastructure
• Deploy frontend using Vercel
• Use cloud backend (AWS or similar)
• Work with relational databases such as PostgreSQL
________________________________________
7. Collaboration
• Work closely with stakeholders to:
o translate Excel models into software
o define MVP scope
o iterate quickly
________________________________________
Required Skills
Technical Skills
• Strong experience with Next.js / React
• Backend development using Node.js
• Strong SQL and database design skills
________________________________________
Data and Analytics (Very Important)
• Experience with data modeling
• Experience building aggregation and reporting systems
• Ability to translate business or Excel logic into scalable systems
________________________________________
Cloud and Deployment
• Experience with Vercel
• Experience with cloud platforms such as AWS
________________________________________
Nice to Have
• Experience building SaaS platforms
• Experience with financial or analytics tools
• Familiarity with accounting systems
• Experience with BI tools
________________________________________
Important Note
This is not a basic dashboard project.
We are building a flexible financial analytics engine where:
• users can define custom structures (layers, categories)
• data can be analysed across multiple dimensions

My cost would be



$500 base 1040
$50 for each rental property and K1.
-$100 for QBO use



$650 final amount.

I have a small business and just started using Xero. I need help understanding the basics of reconciliation, how to separate out personal expenses from business expenses, and general "how to" training for Xero. This job might be short term if I'm able to do the job myself. It could also be long term if I have someone who is really good at keeping things organized.

Hi, I have a UK company less than 1 year old with very low activity (~$60 revenue), no VAT or employees. I need CT600 and annual accounts filed before closing the company. Could you confirm the total cost including filing to HMRC and Companies House, and whether everything required for closure is included? Thanks.

Description:
We're a data analytics consultancy building out our product website and need a set of polished motion graphics to showcase platform features, think clean SaaS-style animations similar to what you'd see on Xero, Stripe, or Linear's marketing pages.
What we need:
5–8 short animations (3–6 seconds each) showing product concepts: floating UI elements, dashboard components, data visualisations, and feature highlights. Clean, modern, and brand-consistent, not flashy or over-produced.
Style reference: Xero's homepage product animations (floating pill buttons, layered cards with charts, subtle parallax). We'll provide screenshots and brand guidelines.
Brand details: Defined colour palette (dark teal primary), type system, and existing UI components to work from. We'll provide all source assets and design references.
Deliverables:

After Effects source files
Lottie/JSON exports for web implementation
MP4 renders (1080p) for social and presentations
Transparent background where applicable

Ideal candidate:

Strong portfolio of SaaS / tech product animations
Experienced with Lottie export workflow
Clean, minimal motion style, not motion graphics showreels with heavy 3D or kinetic typography
Responsive communicator, comfortable working async across time zones

Please share 2–3 relevant portfolio pieces with your proposal. Bonus if you've animated product UI or dashboard-style visuals before.

I have a full year of business activity captured only in bank and credit-card statements—no QuickBooks or other accounting platform in place yet. All source documents are already organised month-by-month and will be shared as PDF files.

Your task is to turn those raw statements into a clean set of books and produce three reconciled financial statements for the twelve-month period:
• Balance Sheet
• Income Statement (P&L)
• Cash-Flow Statement

I’m flexible on the tools you prefer to work with (Excel, QuickBooks Online, Xero, etc.) as long as the final deliverables balance, tie back to the source PDFs, and are returned in both editable format and ready-to-file PDFs.

Accuracy is paramount: every transaction must be matched, unexplained variances cleared, and closing balances must agree to the ending statement figures. Once complete, I’ll also need a brief reconciliation summary noting any adjustments or issues you uncovered.

Let me know your estimated timeframe and any clarification you need to get started.

Skills: Data Entry, Accounting, Excel, Intuit QuickBooks, Payroll, Financial Analysis, Bookkeeping, Financial Modeling, Tax Preparation

I am looking for assistance to close my UK-based limited company. Could you kindly advise how long this will take, what steps are required from me and how much will the service cost roughly. Please let me know.

I need assistance in closing a UK based limited company. Please see the context below and let me know if this is something you can do on my behalf. How soon, and how much the job will cost. Please see the context below from the letter of my lawyer.

Zoho One — Full Setup & Integration Specialist

We are seeking an experienced Zoho One specialist to build a complete, production-ready CRM and business operations system from scratch.

This is a full end-to-end implementation, not a discovery phase or MVP. You must be able to deliver the entire scope below within the fixed budget.

Scope of Work

1. Zoho One Core Setup

Configure the full Zoho One suite tailored to our brand, including custom fields, modules, roles, permissions, user setup, and branding across all relevant apps.

2. Zoho Social Standard

Connect and configure Zoho Social Standard for B2B social media management, including scheduling, monitoring, and reporting pipelines.

3. Xero Integration

Full two-way integration between Zoho Books/CRM and Xero, including chart of accounts mapping, invoice sync, payment reconciliation, and contact sync.

Please note that we do not want duplicates and our accountant already connects and gets our data directly into Xero so we cannot duplicate entries. Primarily the connection is to create invoices on Zoho and send them to customer and across to Xero

4. Invoice & Document Setup

Configure invoice templates with brand logo, address, payment terms, tax settings, and any other required business details. Ensure invoices flow correctly between Zoho CRM, Zoho Books, and Xero.

5. Klaviyo ↔ Zoho Integration (B2C vs B2B Split)

Keep Klaviyo as the primary B2C marketing platform — do not migrate it

Set up Zoho CRM/Campaigns as the B2B marketing platform
Build a real-time audience sync between Klaviyo and Zoho so that contacts are correctly segmented by channel (B2C in Klaviyo, B2B in Zoho)
Build the necessary automated flows within Zoho Campaigns/CRM for B2B outreach, lead nurturing, and follow-up sequences

6. Shopify Integration & Inventory Sync

Connect Shopify to Zoho Inventory and/or Zoho CRM
Sync products, orders, customers, and inventory levels in real time
Ensure order status updates flow back from fulfilment to Shopify

7. Zoho Desk & Live Chat

Set up Zoho Desk for customer support ticketing, including email-to-ticket configuration, ticket routing rules, SLA policies, and live chat widget embedded on the relevant web properties.

8. Slack Integration / Zoho Cliq Migration Assessment

Integrate Slack with Zoho for team notifications and workflow alerts. Assess whether Zoho Cliq can serve as a full replacement for Slack and provide a recommendation — migrate to Cliq if agreed.

9. Fulfilment Centre Integration

Connect our third-party fulfilment centre to Zoho Inventory so that:

New orders are automatically pushed to the fulfilment centre upon placement
Stock levels are updated in real time upon fulfilment
Orders are automatically assigned, tracked, and marked as fulfilled in Zoho and Shopify

10. Marketing Flows & Campaigns (B2B)

Build automated marketing workflows within Zoho CRM and/or Zoho Campaigns, including lead capture flows, nurture sequences, re-engagement campaigns, and pipeline stage-based triggers.

Requirements

Proven hands-on experience with Zoho One implementations (please share examples)
Experience integrating Zoho with Xero, Shopify, Klaviyo, and third-party fulfilment centres
Ability to work independently and deliver a complete setup without hand-holding
Strong understanding of B2B vs B2C marketing architecture

Budget & Terms

The budget for this project is $200 (fixed — non-negotiable). This is the total budget for the entire project, not a first milestone or partial payment. Do not apply if you cannot deliver the full scope above for this budget. No exceptions will be made.

• Are you a Zoho Partner? Please provide your Partner Number
• Do you understand that this budget is for the whole project and not phases or milestones? Do not apply if you cannot do the complete job for the budget given.
• Describe your recent experience with similar projects

We are an AI-native subscription software company seeking a skilled UK bookkeeper to oversee a largely automated weekly bookkeeping process. Invoices are forwarded from email to Dext and must auto-publish into Xero. Subscription revenues are via Stripe; costs are prepaid or monthly SaaS bills. Xero should remain current so financial statements can be generated instantly and accurately. Require strong English, expert-level Dext and Xero experience, and one hour per week to review, reconcile and ensure near-real-time accounting integrity. We have an accountant in the UK who will then do a monthly or quarterly review, handle the VAT and statutory accounts. You will have a short call with me every two weeks. Agencies, accounting firms and people who do not speak good English, please don't waste your time by applying.

Here’s the Upwork version — slightly more formal in tone as that’s what performs better there:

GoHighLevel Automation Specialist — Full Build & Integration Setup

About the project

Jigsaw HR is an HR consulting and coaching business based on the Sunshine Coast, QLD. Our GoHighLevel account is active with contacts imported and pipeline stages configured. We need an experienced GHL specialist to complete all integrations and automation builds. All copy, email sequences, HTML assets and workflow logic are documented and ready to hand over. You are building and configuring, not writing or designing from scratch.

Scope of work
Connect and configure all integrations from scratch:

Xero, PandaDoc, Zoom, Zapier (LeadConnector), and EzyDebit via custom Zapier webhook.
Builds required: discovery call calendar with Zoom auto-links and reminders; 5 pipeline stage workflows; HR Huddle webinar funnel including registration, reminder and post-webinar sequences; Xero invoice trigger on client win; PandaDoc proposal and signing workflows; EzyDebit payment success and failure triggers; Fireflies call recording via Zapier. Full end-to-end test and 30-minute handover walkthrough on completion.
Requirements
• Demonstrated GoHighLevel automation experience (please share examples)
• Custom Zapier webhook builds — not just standard integrations
• Xero and PandaDoc integration experience
• Fixed price quote with milestone structure (50/50)
• Available for async communication, AEST-compatible preferred
Budget: $1,000–$1,500 AUD. 2-week turnaround.
Do not apply if you plan to subcontract.

I an Indian citizen who recently and as part of my employment in India I obtained RSUs from a US based company about 10 yrs ago.
The RSUs obtained were in the US stock exchange.
Recently I got a green card; but I continue to reside in India (more than 180 days in financial year).
I have sold some of the RSUs in financial year 2025.

Where should I pay the capital gains tax? In India or US?
(I understand that I will not be double taxed due to DTAA and I can claim credit for tax payment; but which country I should pay the capital gains tax first? After that I will claim the tax credit in the second country.)

Overview

I'm an Irish founder based in Bali running two businesses and I need a sharp, reliable bookkeeper to keep my finances clean and put meaningful numbers in front of me every week — not just at tax time. This is a long-term retainer role for someone who actually gives a sh*t about small business finance and can communicate clearly and proactively.

The two businesses

Beyond the Fold (BTF)

Branded CRO & design agency. Retainer-based B2B clients. Revenue in GBP/EUR/USD. Expenses: contractor fees, software, ads.

Digestly

DTC eCommerce supplement brand (UK market). Shopify-based. Revenue in GBP. Expenses: inventory, testing, ads, fulfilment.

What I need from you

Monthly bookkeeping for both businesses — P&L, cash flow, balance sheet reconciled and sent to me in a clear, clean format

Weekly KPI summary every Friday — sent to me via WhatsApp as a concise, scannable message (not a PDF, not an email — WhatsApp, short, punchy numbers)

Flag anything that looks off — cash flow issues, unusual expenses, margins drifting — before I ask

Keep both books separate and clean — different revenue models, different expense structures, different currencies

Be reachable and responsive — I move fast and I need someone who does too

Ideal background

Experience with DTC eCommerce bookkeeping (Shopify, COGS, inventory, ad spend reconciliation)

Comfortable with agency/service business financials alongside product-based businesses

UK-aware (VAT, UK filing standards) — Digestly is a UK market business

Proficient in Xero or QuickBooks (state which you prefer)

Multi-currency experience (GBP, EUR, USD, IDR)

Strong communicator — plain English, no jargon unless I ask

The role

Type

Long-term retainer

Budget

$500–$1,000/mo

Commitment

Monthly + weekly cadence

To apply — answer these three questions

Keep it brief. I read every response and I will not open generic proposals.

1.

What questions would you ask me to set up the books for both businesses — list them out

2.

Write me a sample Friday WhatsApp KPI message for either business — show me what I'd actually receive

3.

What accounting software would you use and why for this setup specifically