Ongoing Bookkeeping & Invoicing Support
Budget: $8 – $15 USD
I handle a steady flow of sales and expense activity and need a reliable professional to keep everything current and accurate. Most of my day-to-day work happens in Express Invoice, but I occasionally dip into other tools when a client’s workflow requires it, so flexibility with platforms is important.
Here are the core items I want you to take off my plate:
• Creating invoices that match each client’s terms and branding.
• Entering transactions—every payment, bill, and miscellaneous entry—so the books stay up to date.
• Generating financial reports (monthly P&L, balance sheet, and cash-flow snapshots) that I can share with management and my accountant.
Acceptance criteria for each period we work together:
1. All source documents entered within two business days of receipt.
2. No unreconciled balances in the ledgers you maintain.
3. Reports delivered by the agreed-upon cutoff date, formatted for easy reading and export.
Experience with small-business bookkeeping, Express Invoice, and the ability to adapt quickly to new software will set you up for success on this project.
Here are the core items I want you to take off my plate:
• Creating invoices that match each client’s terms and branding.
• Entering transactions—every payment, bill, and miscellaneous entry—so the books stay up to date.
• Generating financial reports (monthly P&L, balance sheet, and cash-flow snapshots) that I can share with management and my accountant.
Acceptance criteria for each period we work together:
1. All source documents entered within two business days of receipt.
2. No unreconciled balances in the ledgers you maintain.
3. Reports delivered by the agreed-upon cutoff date, formatted for easy reading and export.
Experience with small-business bookkeeping, Express Invoice, and the ability to adapt quickly to new software will set you up for success on this project.
Related categories:
Data Entry
Accounting
Excel
Intuit QuickBooks
Financial Analysis
Bookkeeping
Tax Preparation
Invoicing