Complete Finance Setup & Management

I run a small sole proprietorship and need a professional who can take my finances from zero to fully compliant. At the moment I have no accounting software or formal records in place, so the engagement starts with choosing and implementing the right platform—whether that ends up being QuickBooks, Xero, or another cloud solution you recommend.

Once the system is live, I want everything handled end-to-end: ongoing bookkeeping, accurate and timely tax filing, plus forward-looking financial planning that keeps the business on track and audit-ready. I expect clean reconciliations, clear reports I can understand at a glance, and guidance on any regulatory requirements that apply to my industry and location.

Deliverables
1. Select, install, and configure the accounting software, including chart of accounts and opening balances.
2. Provide monthly bookkeeping with bank and payment-platform reconciliations.
3. Prepare and file all required taxes for a sole proprietorship, ensuring deadlines are met.
4. Create a practical financial plan—cash-flow forecasts, budget, and key performance metrics.
5. Maintain documentation and workflows that satisfy compliance and make future audits painless.

Let me know your preferred software stack, experience with similar one-person businesses, and the timeline you would propose for getting everything fully operational.