Monthly Bookkeeping & Statements
Budget: $50 – $0 USD
I’m looking for an experienced accountant who can take full ownership of my monthly bookkeeping. Each month you’ll record every transaction, reconcile the bank and credit-card accounts, and then close the books with clear financial statements I can rely on for decision-making and tax filing later in the year.
To date everything has been kept in good order, but I want a professional touch going forward so the data stays clean, consistent, and audit-ready. I’m comfortable with whichever mainstream accounting software you prefer—QuickBooks Online, Xero, or a similar cloud platform—as long as I can log in and view real-time numbers. We sell parts online and walk-ins, inventory needs to be accurate and we also manufacture items.
Key monthly deliverables:
• Accurate entry and categorization of all transactions
• Full bank and card reconciliations with supporting explanations for any variances
• A completed income statement, balance sheet, and cash-flow report delivered on an agreed date each month
If this sounds like a routine you can handle smoothly and on time, let’s discuss your workflow and get started.
To date everything has been kept in good order, but I want a professional touch going forward so the data stays clean, consistent, and audit-ready. I’m comfortable with whichever mainstream accounting software you prefer—QuickBooks Online, Xero, or a similar cloud platform—as long as I can log in and view real-time numbers. We sell parts online and walk-ins, inventory needs to be accurate and we also manufacture items.
Key monthly deliverables:
• Accurate entry and categorization of all transactions
• Full bank and card reconciliations with supporting explanations for any variances
• A completed income statement, balance sheet, and cash-flow report delivered on an agreed date each month
If this sounds like a routine you can handle smoothly and on time, let’s discuss your workflow and get started.