Bookkeeping System & Monthly Reporting
Budget: $250 – $750 USD
I’m putting a complete financial backbone in place for my small business (30A House Cleaning Services, a local house cleaning company) and then keeping it running smoothly month after month.
First phase – system creation
• Set up QuickBooks from scratch, tailoring it to our operation.
• Build a reliable expense-tracking workflow so every cost is captured automatically or with minimal manual touch.
Ongoing work – each month
After the system is live, I’ll send you bank feeds, credit-card statements, and any extra docs you need. You’ll reconcile the books and deliver:
• Profit & Loss Statement
• Balance Sheet
• Cash-Flow Statement
• Unit-economics and customer / account-level profitability analysis
Clear, timely reports and tidy ledgers are the priority; consistency and accuracy will keep us working together long-term.
First phase – system creation
• Set up QuickBooks from scratch, tailoring it to our operation.
• Build a reliable expense-tracking workflow so every cost is captured automatically or with minimal manual touch.
Ongoing work – each month
After the system is live, I’ll send you bank feeds, credit-card statements, and any extra docs you need. You’ll reconcile the books and deliver:
• Profit & Loss Statement
• Balance Sheet
• Cash-Flow Statement
• Unit-economics and customer / account-level profitability analysis
Clear, timely reports and tidy ledgers are the priority; consistency and accuracy will keep us working together long-term.
Related categories:
Data Entry
Accounting
Excel
MYOB
Financial Analysis
Bookkeeping
Xero
Financial Planning
Tax Preparation
Financial Consulting