Bookkeeping & Monthly Sales Reports Assistant

My small business needs reliable back-office support so I can stay focused on growth rather than paperwork. Each week you’ll keep our books current—recording every invoice we issue, logging incoming payments, and tracking expenses—so nothing falls through the cracks. At month-end I’ll rely on you to compile a clear, well-formatted sales report that summarises revenue, outstanding balances, and key expense categories.

The day-to-day work centres on:
• Invoicing and billing in our existing spreadsheet or accounting app (QuickBooks Online is what we use now).
• Timely expense tracking with receipt attachment and proper categorisation.
• Maintaining a clean, searchable archive of sales records for audit readiness.
• Generating the monthly sales report we share with investors—accuracy and presentation matter here.

If you’re comfortable handling routine admin tasks such as light data entry or basic email follow-ups when questions arise about an invoice, that’s a plus, though not mandatory. Experience with cloud bookkeeping tools, Excel/Google Sheets formulas, and PDF editors will make the workflow smoother from day one.

Deliverables I expect:
1. Updated bookkeeping file (or QuickBooks ledger) every Friday.
2. A polished PDF and spreadsheet version of the monthly sales report, delivered within three business days of month-end.

I’ll provide access to the accounting software, bank feeds, and a shared drive for receipts. Let me know about similar bookkeeping or reporting projects you’ve completed and the tools you prefer so we can hit the ground running.