Xero Systems Architect – Setup, Optimisation & Training

We are seeking an exceptional Xero expert to lead the complete setup, optimisation, and training process for our accounting systems.

This is not a basic bookkeeping role. We are looking for someone who deeply understands Xero architecture, financial workflows, reporting structures, and best-practice configuration — and who can confidently teach and guide a business owner in using it effectively.

???? About the Role

You will be responsible for:

Conducting a full audit of our current Xero setup (or leading a fresh setup if required)
Designing and implementing a best-practice chart of accounts
Structuring tracking categories aligned with business operations
Optimising bank feeds, automation rules, and reconciliations
Setting up invoices, bills, payroll (if applicable), and expense workflows
Configuring financial reporting dashboards for decision-making
Ensuring clean, scalable systems aligned with business growth
In addition to setup, you will:
Train and coach the founder on how to confidently use Xero
Create simple SOPs and Loom videos where helpful
Provide structured walkthrough sessions (live training)
Answer ongoing technical and workflow questions
Recommend improvements proactively
This is both a technical implementation and education role.

???? Required Experience

3+ years working extensively inside Xero
Proven experience setting up Xero accounts from scratch
Strong understanding of:
Chart of accounts structure
Tracking categories
Reporting & financial statements
Bank reconciliation best practices
Automation rules & integrations
Experience working with Australian businesses (highly preferred)
Excellent English communication skills (written and verbal)
Ability to explain financial systems clearly and confidently

???? Ideal Candidate

You are:

Extremely detail-oriented
Process-driven and organised
Proactive in suggesting improvements
Comfortable teaching and guiding non-accountants
Strategic in how you structure financial systems
Reliable and responsive
You don’t just “use Xero” — you understand how to architect it properly.

???? Scope & Engagement

Remote position (Philippines-based)

Initial project: Full Xero audit & optimisation

Ongoing: Training + advisory support

Flexible hours, but must overlap partially with Australian time zones

Potential for long-term working relationship

???? To Apply

Please include:

A brief overview of your Xero experience

Examples of Xero setups you have implemented

Your experience working with Australian businesses (if applicable)

Your hourly rate

A short Loom video explaining how you would approach setting up Xero for a growing service-based business

We are looking for someone exceptional — not average.

If you are a true Xero expert who enjoys building clean systems and teaching others how to use them properly, we would love to hear from you.