Organized 12 bills + 9 invoices. Tracked due dates, followed up on outstanding $9,100. Achieved 92% reconciliation. Workflow: Organize > Track > Reconcile.
0
28
Migrated 1,240 rows from messy Excel to QuickBooks. Cleaned duplicates, mapped Chart of Accounts, validated 100%. Reduced processing time by 60%.
0
20
Monthly bookkeeping for real estate portfolio. Tracked rental income $12,450, expenses $5,320, occupancy 92%. Created Income vs Expenses + Expense breakdown reports.
0
24
3 months uncategorized transactions, bank not reconciled.
Solution: Categorized 247 transactions, reconciled to $0, delivered clean P&L + Balance Sheet.
Tools: QBO, Excel
Sample project to show workflow - can replicate for your store.
0
25