Project Description
I run a growing business solutions business company that supports a portfolio of small-to-medium businesses. To absorb new clients I’m bringing on an experienced accountant who can begin on a freelance basis, with the clear possibility of moving into a permanent post once we are both confident the fit is right.
Your daily environment will be Sage, so you should already move comfortably around its general ledger, bank rec, reporting and add-on modules. If you are also familiar with other systems that’s a plus, but Sage proficiency is non-negotiable.
Core work I need handled:
• Bookkeeping – entering and reconciling all transactions, maintaining clean ledgers
• Tax preparation – quarterly VAT / sales tax returns and annual filings, ready for my review and sign-off
• Financial analysis – monthly management accounts, variance commentary and any ad-hoc insight a client requests
What to send when you reply: examples of past work that prove you have already delivered these services in Sage for real clients. Screenshots with sensitive data redacted or a short narrative case study are both fine.
I’ll shortlist based on demonstrated Sage skill, accuracy of your past work, and your ability to communicate clearly with end-clients. Once onboard, we’ll start with a single client file to confirm workflow compatibility, then expand steadily.