Monthly Bookkeeping & Financial Reporting -- 2
Budget: $30 – $250 USD
Monthly financial reports are needed straight from my ERP system. Each cycle you will reconcile the ledger, confirm account accuracy, and export a clean report pack that includes the three cash-flow breakdowns I track.
Deliverables
• Reconciled books inside the ERP
• Complete monthly report pack highlighting the three cash-flow views (PDF + Excel)
• Brief variance notes on significant movements
Acceptance criteria
Reports must balance to the ERP trial balance and land in my inbox by the agreed monthly deadline.
If you already navigate ERP platforms comfortably (rather than only QuickBooks, Xero, or FreshBooks), share a brief outline of similar jobs you have completed and your usual turnaround time.
Deliverables
• Reconciled books inside the ERP
• Complete monthly report pack highlighting the three cash-flow views (PDF + Excel)
• Brief variance notes on significant movements
Acceptance criteria
Reports must balance to the ERP trial balance and land in my inbox by the agreed monthly deadline.
If you already navigate ERP platforms comfortably (rather than only QuickBooks, Xero, or FreshBooks), share a brief outline of similar jobs you have completed and your usual turnaround time.