Xero Bookkeeping & Accounting Assistant

Xero Bookkeeping & Accounting Assistant (Part-Time, Remote)

We are a US-based e-commerce company seeking a reliable, detail-oriented Bookkeeping & Accounting Assistant to support our finance team.
This role focuses on bookkeeping, reconciliation, financial reporting, and accounting support using Xero software. It is not a CFO, controller, or executive management role. Tasks are structured, repeatable, and process-driven, while still requiring strong attention to detail and the ability to understand financial reports and trends.
The position will begin with clearly defined responsibilities and gradually take over additional bookkeeping and accounting tasks as systems and workflows are documented.
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Primary Responsibilities
• Record and categorize transactions accurately
• Maintain bookkeeping records in Xero
• Perform reconciliation of bank accounts, credit cards, and payment platforms
• Prepare and maintain monthly and quarterly financial reports and summaries
• Review financial reports for discrepancies, unusual trends, or inconsistencies
• Provide operational insights and recommendations based on financial data and reporting trends
• Support monthly close and financial organization
• Assist with tax preparation support for monthly and quarterly accounting needs (no tax filing required)
• Maintain organized financial records and documentation
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What This Role Is NOT
• Not responsible for executive-level financial strategy or final business decisions
• Not responsible for tax filing or legal compliance
• Not a CFO or controller role
• Not a management role
• No direct handling of funds or bank transfers
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Tools & Systems
• Xero
• Google Sheets / Excel
• eBay, Amazon, Walmart, Shopify reports (training provided)
• Clear SOPs and documented processes
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Ideal Candidate
• Must have proven real-world hands-on experience using Xero in an active business environment, not solely coursework or certification-based training
• Strong bookkeeping, reconciliation, and financial reporting experience
• Comfortable preparing monthly and quarterly financial reports
• Able to review financial reports, identify trends or discrepancies, and provide operational insights and recommendations based on financial data
• Extremely detail-oriented and well organized
• Comfortable working with structured, process-driven tasks
• Able to follow SOPs and ask clarifying questions when needed
• Reliable, communicative, and consistent
• Able to identify discrepancies and maintain accurate reporting records
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Nice to Have
• Experience supporting US-based companies aligning Pacific Time Zone
• E-commerce bookkeeping experience (eBay / Shopify / Amazon / Walmart)
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Hours & Schedule
• Part-time: 10–15 hours per week
• Opportunity for increased hours as responsibilities grow
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To be considered, please answer the following questions in your application:

1. How many years of bookkeeping experience do you have using Xero in a real business environment?
2. What types of financial reports have you prepared and reviewed on a monthly or quarterly basis?
3. Describe your experience performing reconciliation for bank accounts, credit cards, or payment platforms.
4. Have you worked with e-commerce businesses before? If yes, which platforms (Shopify, Amazon, eBay, Walmart, etc.)?
5. Describe a time you identified a discrepancy, issue, or unusual trend in a financial report. What did you find and how did you address it?
6. How do you stay organized and ensure accuracy when handling repetitive financial tasks and reporting?
7. How do you d ---------- how to categorize a transaction you are unsure about?
8. What is the highest transaction volume you have managed on a weekly basis, and what types of transactions were involved?