Bookkeeping blues? I handle the grind!
1. Reconcile and Clean records
2. Timely and accurate financial reports
3. Stress-free tax season
I have crafted a streamlined list of EGGS to APPLES so you can get straight to the point. *wink*
1. INITIAL SET UP
- Set Up of Account
2. CONTINUOUS FINANCIAL MANAGEMENT
- Bookkeeping/Monthly Financial Reporting
- Accounts Receivable & Payable Solutions
- Online Payroll
- Bank Reconciliation & Expense Tracking
3. COMPLIANCE AND REPORTING
- Tax Preparation, Filing & Compliance
- FS Analysis - Ratios
- Audit Support
4. STRATEGIC PLANNING
- Budgeting, Forecasting & Cash Flow Management
- Financial Strategy, Planning & Custom Reports
5. SPECIAL PROJECTS
- Historical Cleanup
- Inventory Management
- Data Migration
TOOLS / APPS / SOFTWARES
-Xero
- QuickBooks Online
- QuickBooks Desktop
- Amazon
- Shopify
- Dext
- A2X
- PayPal
- Wise
- Pioneer
- Slacks
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- Whatsapp
- Google Docs
- Google Sheets
- Dropbox
- Excel
- Word
- Outlook
- Trello
- Asana
- Zoom
- Loom
- Calendly
- Canva-
ChatGPT
- Lastpass
Sounds like what you need?
Drop me a personalized MESSAGE and let me know
What time best works for you for a DISCOVERY CALL *wink*
Best,
PS. This is going to be one of the best decisions you have made in a while *wink*
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 5 - 10 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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