Email Inbox Organizer & Book Keeper Needed
Budget: $15 – $25 USD
I’m ready to hand off two time-consuming responsibilities—keeping my inbox under control and staying on top of day-to-day bookkeeping—so I can focus on running the business.
Email management is the immediate priority. Each workday I’d like my Gmail inbox sorted and organised into clearly labelled folders, with low-value messages archived and high-priority items flagged so I never miss anything important. If you’re comfortable creating filters and rules that automate part of this flow, even better.
Alongside the inbox, I need a reliable bookkeeper who can maintain accurate, up-to-date records in QuickBooks, Xero, or a similar cloud platform. This includes recording transactions, reconciling accounts, and preparing simple month-end figures that give me a clear picture of cash flow. I’ll provide secure access as well as a hand-over call to walk through existing files and workflows.
Deliverables I’m expecting:
• A well-organised inbox with an intuitive labelling/filter system and a daily summary of critical messages.
• Weekly-reconciled books and a concise monthly financial snapshot I can review at a glance.
Please tell me about any similar projects you’ve handled, the tools you prefer, and the processes you use to keep both email and finances running smoothly.
Email management is the immediate priority. Each workday I’d like my Gmail inbox sorted and organised into clearly labelled folders, with low-value messages archived and high-priority items flagged so I never miss anything important. If you’re comfortable creating filters and rules that automate part of this flow, even better.
Alongside the inbox, I need a reliable bookkeeper who can maintain accurate, up-to-date records in QuickBooks, Xero, or a similar cloud platform. This includes recording transactions, reconciling accounts, and preparing simple month-end figures that give me a clear picture of cash flow. I’ll provide secure access as well as a hand-over call to walk through existing files and workflows.
Deliverables I’m expecting:
• A well-organised inbox with an intuitive labelling/filter system and a daily summary of critical messages.
• Weekly-reconciled books and a concise monthly financial snapshot I can review at a glance.
Please tell me about any similar projects you’ve handled, the tools you prefer, and the processes you use to keep both email and finances running smoothly.
Related categories:
Virtual Assistant
Time Management
Email Handling
Slack
Administrative Support
Zoom