I am a Chartered Accountant providing bookkeeping services
New to Contra
I am a Chartered Accountant providing bookkeeping services
Project Title: QuickBooks Online Bookkeeping & Financial Management
Project Description:
Successfully completed a bookkeeping project using QuickBooks Online, ensuring accurate and up-to-date financial records. The project involved recording daily financial transactions, categorizing income and expenses, reconciling bank and credit card accounts, managing accounts payable and receivable, and preparing financial reports.
As a Chartered Accountant, I focused on maintaining accurate books, identifying discrepancies, and ensuring reliable financial information to support business decision-making.
Key Services Delivered:
QuickBooks Online setup and bookkeeping
Recording and categorizing financial transactions
Bank and credit card reconciliation
Accounts Payable and Accounts Receivable management
Expense tracking and categorization
Profit & Loss and Balance Sheet preparation
Financial records cleanup and accuracy review
Tools Used: QuickBooks Online, Microsoft Excel
I provide professional QuickBooks bookkeeping cleanup and accounting services for the full 2025 financial year. My services include transaction categorization, bank and credit card reconciliation, income and expense review, account adjustments, and preparation of accurate financial reports.
If you need help with bookkeeping cleanup, catch-up accounting, or managing your financial records, please feel free to message me directly. I would be happy to discuss your requirements and assist you.
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QuickBooks Bookkeeping & Financial Cleanup
I completed a full bookkeeping project using QuickBooks, ensuring the client's financial records were accurate, organized, and up to date.
Work Completed:
Categorized and recorded business transactions
Reconciled bank and credit card accounts
Managed invoices, bills, income, and expenses
Reviewed and corrected bookkeeping errors
Organized the Chart of Accounts
Prepared Profit & Loss and Balance Sheet reports
Completed catch-up and cleanup bookkeeping
Ensured books were accurate and ready for financial reporting
Tools Used: QuickBooks Online, Excel
Result: Clean, organized, and reliable financial records that gave the client a clear view of their business performance.
2025 Clean up for the "Corporation, one or more shareholders (Form 1120)"
Books are reconciled in QuickBooks and ready for tax purposes.
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My role. Balance Sheet Consolidation For 6 Companies
"Consolidated Financial Statement was accurate the balance sheet format was completely re-arranged so you had to hunt around to discover if the numbers were accurate. Can't use this for tax preparation or for sharing with the client or auditors."
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QuickBooks Desktop via RDP Data Entry and Reconciliation
We have QuickBooks 2020, and we need someone that can update via RDP. Some minor tasks need to be done this week, like cleaning up last year's data, but moving forward, we need data entry (credit card and bank statements are PDFs) and reconciliation.
Entry-level Data & SEO professional with analytics skills
Entry-level Data & SEO professional with analytics skills
Profit & Loss and Balance sheet
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Stop treating your freelance lead generation like a messy checklist.
Tracking client pitches, job board applications, and contract conversations in scattered notes apps or clunky spreadsheets is a recipe for missed revenue.
When you scale your freelance business, your intake pipeline is everything. If a prospective client reaches out for an intro call, you need to know exactly which pitch deck you sent them, what their budget parameters were, and when you last followed up.
The solution? Turn your job search into a visual workspace.
Here is the exact setup I use to manage my opportunities:
1. Centralized Asset Hub: Every application entry holds the exact portfolio link, custom proposal version, and job description text before it gets taken down.
2. Visual Kanban Statuses: Move opportunities seamlessly from Pitching âž” Interviewing âž” Contract Proposal âž” Closed/Signed.
3. Follow-Up Reminders: Keep clean checkboxes for daily micro-tasks so a warm lead never goes cold.
To help fellow independents skip the administrative headache, I packaged my personal system into a clean, minimal dashboard.
The Job Application Tracker Notion Template gives you a ready-to-use pipeline to manage applications, interviews, and follow-ups in one view. It's built to keep your pipeline clean so you can focus entirely on executing great client discovery calls.
Grab the tracker for just $3 here: gumroad.com (http://gumroad.com) How are you currently tracking your active freelance pitches and contract leads this month?
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Why You Should Stop Making Your Own Planners
Your time is worth more than a $5 template.
I know the feeling. You open a blank Canva page, ready to build the "perfect" system. Two hours later, you’re still spiraling over font pairings and whether that shade of pink is too pink.
You don’t have a planning problem; you have a design fatigue problem.
When you spend all your creative energy building the tool, you have none left to actually use it. That’s why I created the 12-Month Pastel Floral Monthly Planner.
The "Done-For-You" Advantage:
Instant Professionalism: Skip the "amateur" look and start with a minimal, modern aesthetic designed for clarity.
Seasonal Flow: You get 12 unique, colorful themes already matched to the vibe of the month from January’s soft dawn to October’s cool blue.
Full Flexibility: It’s not a locked PDF. You can still change the fonts or move the "Monthly Goals" section in Canva if your needs shift.
Dual-Use: Whether you want to plan on your iPad or prefer the tactile feel of a printed page, the work is already done for you.
The Bottom Line:
Stop wasting your Sunday afternoons on grid lines. Invest in a system that inspires you to show up, then get back to the work that actually matters.
[CTA: Grab the template at the link in bio / planorastudioo.gumroad.com/l/aesthetic-pastel-monthly-planner (https://planorastudioo.gumroad.com/l/aesthetic-pastel-monthly-planner)]
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Aesthetic Digital Planner – 2026 Edition
Project Overview
I designed a 10‑page customizable digital planner that blends clean minimalism with soft pastel aesthetics. Built as an editable Canva template, this planner is optimized for digital use across iPad, tablet, laptop, and mobile. Buyers can also print it if they prefer a physical version, but the product is delivered as an instant digital download.
Features
Editable in Canva – personalize layouts to fit your workflow.
Daily, Weekly & Monthly Pages – structure your schedule with clarity.
Notes Section – capture ideas, reflections, and reminders.
Multi‑Device Friendly – works seamlessly on iPad, tablet, laptop, and mobile.
Premium Aesthetic – soft pastel colors, clean typography, and balanced layouts.
Deliverables
Gumroad‑ready product mockups (hero image, multi‑device layouts, close‑up detail shots).
SEO‑optimized product title, description, and tags for Gumroad Discover.
Marketing copy for Medium, Pinterest, and Contra portfolio.
Refund policy and trust badges for buyer confidence.
Why It Works
This planner isn’t just a tool it’s a lifestyle upgrade. By combining functionality (editable, multi‑layout, instant download) with design appeal (minimal, pastel, professional), it positions itself as a premium digital product that resonates with students, freelancers, and professionals worldwide.
Call to Action
Explore the full product here: Aesthetic Digital Planner 2026 (https://planorastudioo.gumroad.com/l/aesthetic-planner-2026)