Virtual Xero Specialist (Remote)

A Fresh Start in Your Career

Imagine this—you’re in your own space, maybe your favorite coffee spot or your living room, with a warm mug in hand. You log into Xero, ready to make sense of the numbers that matter to your clients. No traffic jams, no awkward office small talk—just you, your work, and the satisfaction of helping people succeed. Sounds pretty great, right? That’s what we’re all about.

Here, it’s not just about entering data. It’s about making numbers mean something. You’ll join a remote team that genuinely stays connected, has each other’s backs, and celebrates the wins—whether they’re small breakthroughs or big milestones.

Why This Role Matters

Small business owners are often wearing too many hats at once. They love what they do, but can feel buried under the financial side of things. That’s when you come in. You’ll help them make sense of their accounts, so they can make better choices and stress less.

You won’t just “do the books.” You’ll turn financial data into stories that reveal what’s working, what’s not, and where opportunities are hiding.

A Peek at Your Day

Every day’s a little different. Sometimes you’ll kick off with a short team catch-up on Zoom. Other times, you’ll be deep in reconciling bank transactions before lunch. Maybe you’ll troubleshoot a payroll hiccup or prepare a forecast that gives a client the confidence to hire someone new.

Remote work here means you can shape your schedule—as long as your clients are happy and your deadlines are on point.

What You’ll Be Handling

• Keep client accounts in Xero organized and accurate.
• Take care of bank reconciliations, payables/receivables, and payroll.
• Create reports that make sense to someone who’s not an accountant.
• Set up Xero for new clients in a way that suits their business.
• Catch mistakes before they become headaches.
• Hop on calls to walk clients through their numbers in plain language.
• Share tips and ideas with teammates to improve how we work.

The Tools You’ll Use

• Xero (your main hub)
• Excel or Google Sheets for quick number crunching
• Use digital task boards like ClickUp or Monday.com to stay organized
• Zoom for face-to-face updates
• Slack for questions, quick wins, and the occasional laugh

Who You Are

You’re comfortable with numbers and comfortable with people. You can talk about money matters in a way that makes sense, and you know when to zoom out for the bigger picture.

Skills That Help You Excel

• Xero know-how
• Solid bookkeeping and accounting skills
• Familiarity with remote tools
• Clear communication skills
• Ability to juggle multiple clients without dropping the ball

A Real Example

Sam, one of our team members, spotted a weird change in a client’s expenses. Turns out, their subscription cost had doubled. Sam flagged it, the client fixed it, and saved $3,000 a year. That’s the kind of difference you’ll be making.

Staying Connected Remotely

We know remote life can sometimes feel a bit quiet. That’s why we have regular team huddles, Friday chats that aren’t about work, and a space to share anything—from a new recipe to your dog’s latest trick.

And when the day’s over, it’s over. We value your time as much as you do.

How We’ll Know You’re Thriving

• Your clients trust you and rely on you
• Xero records are spotless, and reports are clear
• You notice patterns before anyone asks
• You help the team by sharing your insights

Pay & Benefits

• Annual Salary: $97,842
• Fully remote—work anywhere with strong internet
• Flexible hours
• Friendly, supportive team
• Budget for professional development
• Paid time off to recharge

Growing Your Skills

You’ll have access to learning resources—whether it’s an advanced Xero feature or improving your client communication. We believe in helping you get better all the time.

The Bigger Picture

When you keep a client’s finances in order, you’re giving them the space to focus on what they do best. That’s not just valuable—it’s game-changing. You’ll see it in their relief, their excitement, and their ability to take the next step.

Wrapping It Up

This role is about more than reconciling accounts. It’s about making life easier for business owners. If you’ve got the skills, the curiosity, and the personal touch, let’s make it happen.

Your next chapter starts here—and we’re excited to see where you’ll take it.