Offload your bookkeeping tasks now?
- Helping small and medium-sized business owners make more & work less
- XERO, MICROSOFT EXCEL & WORD, GOOGLE SPREADSHEET
- Tech-savvy, Attention to details, Accuracy, Result Driven
I know your time is valuable and you don't have much of it right now, so I prepared a laundry list of what clients book me for:
SET UP BOOKKEEPING
- Create the chart of accounts
- Set up multiple currencies
- Assist with setting up bank feeds
- Upload transactions from banks or credit cards
CLEAN UP BOOKKEEPING
- Identify and correct any errors
- Update the charts of accounts
- Review and categorize all uncategorized transactions
- Reconcile all bank and credit card accounts
CATCH UP BOOKKEEPING
- Assess the backlog
- Keep the books updated
- Set up or review the chart of accounts
DAILY BOOKKEEPING
- Create and record sales invoices and bills
- Manage accounts receivable and payable
- Categorize account transactions
- Reconcile bank and credit card transactions
MONTHLY FINANCIAL REPORTING
- Report the balance sheet
- Report the profit and loss statement
- Provide month-to-month comparisons when applicable
Here is some SOFTWARE THAT I HAVE BEEN USING:
- Xero
- Microsoft Excel & Word
- Google Spreadsheet
- Quickbooks Online
- Slack
- Zoom
So yeah... Ready to BUY BACK YOUR TIME?
Let's connect now!
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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