Comprehensive Monthly Accounting for Start-Up
Budget: $1,500 – $3,000 USD
Ongoing Bookkeeping & Monthly Accounting for Small Business
Project Description:
I need a reliable and experienced freelance bookkeeper / accountant to handle the complete bookkeeping and basic accounting needs for my small business on an ongoing monthly basis.
Scope of Work:
• Record, categorize, and reconcile all business transactions (bank feeds, credit cards, PayPal, cash, etc.)
• Monthly bank and credit card reconciliations
• Full Profit & Loss (P&L) statement, Balance Sheet, and cash flow reports every month
• Management of accounts payable and accounts receivable
• Invoice creation, sending, and gentle follow-up on outstanding payments
• Expense tracking and receipt management
• Preparation and support for tax filings (GST/VAT/sales tax – depending on your location)
• Setup and maintenance of a clean Chart of Accounts
• Initial cleanup and organization of existing books (if needed)
• Quarterly review meetings (via call or video) to explain financials in simple terms and discuss business performance
• Ad-hoc financial tasks and advice as required
Business Details:
• Small/start-up business (mix of e-commerce and service-based)
• Currently low to medium transaction volume that is expected to grow steadily
• We are currently using [mention your current tool, e.g., Excel spreadsheets, Wave, none, or another software]
• Looking for a long-term partner (minimum 6–12 months, with potential to continue for years)
What I’m Looking For:
• Solid experience in bookkeeping and basic accounting for small businesses
• Strong proficiency in QuickBooks Online, Xero, or Wave (please specify your strongest software)
• High attention to detail, accuracy, and organization
• Excellent English communication skills
• Professional, responsive, and able to explain complex financial concepts simply
• Reliable with deadlines
Newer talented freelancers are welcome if you can demonstrate strong skills and previous relevant work.
Project Description:
I need a reliable and experienced freelance bookkeeper / accountant to handle the complete bookkeeping and basic accounting needs for my small business on an ongoing monthly basis.
Scope of Work:
• Record, categorize, and reconcile all business transactions (bank feeds, credit cards, PayPal, cash, etc.)
• Monthly bank and credit card reconciliations
• Full Profit & Loss (P&L) statement, Balance Sheet, and cash flow reports every month
• Management of accounts payable and accounts receivable
• Invoice creation, sending, and gentle follow-up on outstanding payments
• Expense tracking and receipt management
• Preparation and support for tax filings (GST/VAT/sales tax – depending on your location)
• Setup and maintenance of a clean Chart of Accounts
• Initial cleanup and organization of existing books (if needed)
• Quarterly review meetings (via call or video) to explain financials in simple terms and discuss business performance
• Ad-hoc financial tasks and advice as required
Business Details:
• Small/start-up business (mix of e-commerce and service-based)
• Currently low to medium transaction volume that is expected to grow steadily
• We are currently using [mention your current tool, e.g., Excel spreadsheets, Wave, none, or another software]
• Looking for a long-term partner (minimum 6–12 months, with potential to continue for years)
What I’m Looking For:
• Solid experience in bookkeeping and basic accounting for small businesses
• Strong proficiency in QuickBooks Online, Xero, or Wave (please specify your strongest software)
• High attention to detail, accuracy, and organization
• Excellent English communication skills
• Professional, responsive, and able to explain complex financial concepts simply
• Reliable with deadlines
Newer talented freelancers are welcome if you can demonstrate strong skills and previous relevant work.