Email & Bookkeeping Support
Budget: $15 – $25 USD
I need reliable, ongoing help keeping two things under control: my overflowing inbox and the routine bookkeeping that follows every sale, payment, and invoice we issue.
Inbox management comes first. I want each day’s messages sorted into clear folders, spam filtered out, priority items flagged, and a concise end-of-day summary so I never miss what matters.
On the bookkeeping side, the goal is to have every transaction recorded promptly, accounts balanced on schedule, and simple reports ready whenever I need a snapshot of cash flow or outstanding invoices. I’m not tied to any specific platform yet, so if you are already fluent in QuickBooks, Xero, FreshBooks, or another cloud solution, let me know and we can adopt the one you handle best.
Confidentiality and accuracy are non-negotiable, but beyond that I’m flexible about your processes as long as results are consistent.
Deliverables
• Daily email triage with summary report
• Regular entry of income and expenses, plus timely reconciliations
• Clear monthly financial summary (PDF or spreadsheet)
If you can keep my inbox calm and my books current, I’d love to start this week.
Inbox management comes first. I want each day’s messages sorted into clear folders, spam filtered out, priority items flagged, and a concise end-of-day summary so I never miss what matters.
On the bookkeeping side, the goal is to have every transaction recorded promptly, accounts balanced on schedule, and simple reports ready whenever I need a snapshot of cash flow or outstanding invoices. I’m not tied to any specific platform yet, so if you are already fluent in QuickBooks, Xero, FreshBooks, or another cloud solution, let me know and we can adopt the one you handle best.
Confidentiality and accuracy are non-negotiable, but beyond that I’m flexible about your processes as long as results are consistent.
Deliverables
• Daily email triage with summary report
• Regular entry of income and expenses, plus timely reconciliations
• Clear monthly financial summary (PDF or spreadsheet)
If you can keep my inbox calm and my books current, I’d love to start this week.