Bookkeeping & Debt Collection Support
Budget: $15 – $25 AUD
I need a reliable hand keeping my QuickBooks file up to date and chasing a small roster of overdue invoices. Your core work will revolve around monthly account reconciliation and preparing concise financial reports that I can share with my accountant and stakeholders. Everything lives in QuickBooks, so you should be fully comfortable inside that ecosystem—from bank feed maintenance to generating balance-sheet and P&L snapshots.
On the debt-collection side, the emphasis is on maintaining good client relationships while recovering what is owed. You’ll start with friendly reminder emails and scheduled follow-up calls, then move on to negotiating realistic payment plans when necessary. Legal escalation is not on the table right now; tactful persistence and clear communication are what matter most.
Deliverables each week:
• All accounts reconciled in QuickBooks with zero unclassified transactions
• A short management report (P&L, balance sheet, cash-flow highlights) delivered in PDF and .xlsx
• Log of reminder messages sent, calls made, and outcomes for each outstanding debtor, including any agreed repayment terms
If you can keep the numbers clean, the conversations polite yet firm, and the documentation orderly, we’ll be a great fit.
On the debt-collection side, the emphasis is on maintaining good client relationships while recovering what is owed. You’ll start with friendly reminder emails and scheduled follow-up calls, then move on to negotiating realistic payment plans when necessary. Legal escalation is not on the table right now; tactful persistence and clear communication are what matter most.
Deliverables each week:
• All accounts reconciled in QuickBooks with zero unclassified transactions
• A short management report (P&L, balance sheet, cash-flow highlights) delivered in PDF and .xlsx
• Log of reminder messages sent, calls made, and outcomes for each outstanding debtor, including any agreed repayment terms
If you can keep the numbers clean, the conversations polite yet firm, and the documentation orderly, we’ll be a great fit.