Annual Freelance Bookkeeper Needed
Budget: $250 – $750 USD
Role Overview
We are engaging a Freelance Bookkeeper on a yearly retainer basis to prepare the company’s annual accounts. The business operates with a very low transaction volume (approximately 3–5 transactions per month), and the scope of work is limited to maintaining clean records and producing year-end financial reports.
This role does not include tax filing, VAT submissions, audits, or financial advisory services.
Scope of Work
-Annual Bookkeeping
-Review and record all financial transactions for the financial year.
-Ensure proper categorization of income and expenses.
-Maintain a clean and accurate general ledger.
-Perform basic bank reconciliation.
Maintain organized digital records for all transactions.
-Year-End Reporting
Ensure accounts are balanced and ready for handover to an external accountant, auditor, or authority if required.
Transaction Volume
Low volume: approximately 3–5 transactions per month.
Work is primarily annual, with minimal periodic intervention required.
Deliverables Summary
Accurate bookkeeping for the full financial year.
Three finalized annual reports:
Profit & Loss Statement
Balance Sheet
Trial Balance
Required Skills & Experience
Proven experience as a Freelance Bookkeeper.
Solid understanding of basic bookkeeping and financial reporting.
Ability to prepare Profit & Loss, Balance Sheet, and Trial Balance from low-volume transaction data.
Proficiency in bookkeeping software or spreadsheets.
High attention to detail and accuracy.
Strong professional ethics and confidentiality.
We are engaging a Freelance Bookkeeper on a yearly retainer basis to prepare the company’s annual accounts. The business operates with a very low transaction volume (approximately 3–5 transactions per month), and the scope of work is limited to maintaining clean records and producing year-end financial reports.
This role does not include tax filing, VAT submissions, audits, or financial advisory services.
Scope of Work
-Annual Bookkeeping
-Review and record all financial transactions for the financial year.
-Ensure proper categorization of income and expenses.
-Maintain a clean and accurate general ledger.
-Perform basic bank reconciliation.
Maintain organized digital records for all transactions.
-Year-End Reporting
Ensure accounts are balanced and ready for handover to an external accountant, auditor, or authority if required.
Transaction Volume
Low volume: approximately 3–5 transactions per month.
Work is primarily annual, with minimal periodic intervention required.
Deliverables Summary
Accurate bookkeeping for the full financial year.
Three finalized annual reports:
Profit & Loss Statement
Balance Sheet
Trial Balance
Required Skills & Experience
Proven experience as a Freelance Bookkeeper.
Solid understanding of basic bookkeeping and financial reporting.
Ability to prepare Profit & Loss, Balance Sheet, and Trial Balance from low-volume transaction data.
Proficiency in bookkeeping software or spreadsheets.
High attention to detail and accuracy.
Strong professional ethics and confidentiality.
Related categories:
Accounting
Excel
Intuit QuickBooks
Financial Analysis
Bookkeeping
Bank Reconciliation
Spreadsheets