I will manage your monthly bookkeeping in quickbooks, xero, freeagent

Yes, I can prepare all Financial Statements and management reports like : 1. Cash Flow Statements 2. Profit and Loss Account 3. Balance Sheet 4. Financial roadmap and Forecasting.

We generally ask for an accountant link for access to books of accounts at the beginning of the contract. This helps us gain a better understanding of the books in hand and to estimate the amount of work. Which helps us prepare a basic questionnaire to ascertain clients' requirements.

Once we receive the contract, basic information, and accountant link we prepare our questionnaire and connect with the video call service from Fiverr via Zoom in the beginning to understand the requirement. Then at the end to to explain the work done before final submission for clients satisfaction.

Generally, clients have their accounting software inbuilt in the system from where the transactions are being matched. In cases where it is not there we can still do the same from the bank statements files.

QuickBooks Online, Xero, Wave Accounting

I help prepare accurate books for your CPA. (Tax filing itself is separate.)

Yes — most clients convert to a monthly retainer after the first month.

Yes — if you have pending months/years, see my Cleanup or Catch-Up gig.

Yes — confidentiality is guaranteed. NDA available on request.