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I will do monthly bookkeeping and profit first setup in quickbooks
QuickBooks and Xero Bookkeeper, Finance VA for Small Businesses
I'm a bookkeeper with an MBA in Accounting and 10+ years of accounting
experience, and a QuickBooks Online ProAdvisor and Xero Advisor.
I help small businesses get their books current and correct: ban...
About this Gig
Money comes in, but you're not sure how much is really profit? I'll close your books for the month and set up Profit First, so profit is taken first instead of being whatever is left over.
I currently handle a client's ongoing bookkeeping and support the Profit First system they use to manage cash.
What I do:
- Record, categorize, and reconcile one month of transactions in QuickBooks Online
- Close the month with a Profit & Loss and Balance Sheet
- Set up Profit First: allocation accounts, target percentages, and a simple twice-a-month routine (Standard and Premium)
- Build a cash allocation sheet showing exactly how much goes to Profit, Owner's Pay, Tax, and Operating Expenses (Premium)
MBA in Accounting, 10+ years of experience, QuickBooks ProAdvisor and Xero Advisor.
After the first month, we can continue every month so your books always stay current.
Financial software:
QuickBooks
•
Wave
•
Xero
Industry:
Art & design
•
Beauty & cosmetics
•
E-Commerce
Target country:
France
•
United States
•
Other
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
What is Profit First?
A cash system where every deposit is split into set percentages for profit, owner's pay, tax, and expenses, so profit is planned instead of left over.
Do I need new bank accounts?
Profit First works best with separate accounts. I'll tell you which ones to open and how to name them.
Can this be ongoing every month?
Yes. After the first order, message me, and I'll send a monthly custom offer.
