Providing bookkeeping & accounting services through QBO & Excel

Hassan Mujtaba

Starting at

$

50

About this service

Summary

I can handle the financial side of your business by taking care of all the transactions and presenting them in the form of reports so that you can see the picture of your business.
I am an ACCA member with over 7 years of experience in accounting, finance, taxation and internal audit, along with the use of different software such Xero, Quickbooks Online, Sage and Excel.

Process

Virtual Meeting with Client.
Understanding their needs
Understanding their business
Highlighting the problem areas
Disusing the possible solutions
Laying out the roadmap for address the issues
Deciding the mechanism for data sharing
Recording the data
Cleaning up the data
Sorting data to extract information
Presenting information in the form of reports
Delivering the reports to the client to help them understand the reports and answer their questions

FAQs

  • Do you provide Consultation?

    Yes, I provide the live video call consultation over Zoom, Teams, Google Meet.

  • Are you certified?

    Yes, I am an ACCA member.

  • How do I give you access to my QuickBooks Online or Xero?

    QuickBooks: Login into your QuickBooks Online account. On the right top, click the "Gear icon (cogwheel) -> Manage Users -> Accounting Firms From setting you need add user (at least standard or admin as per working need).

  • Can you prepare the financial statements in excel sheet or any other required format?

    Yes, I will prepare your required statements in excel and can make them according to your company's previous records or the specific required format. Please mention the required format before placing the order if it is other than PDF or Excel format.

  • What you need to prepare income statement and balance sheet?

    I need the data of your company in recorded form like Trial Balance. If you don't have a trial balance you can provide me with the transactions or bank statements. Sharing raw data will take my additional hours which will cost you in addition to the package but we will work it out for you.

  • What if we don't have trial balance for profit and loss / balance sheet

    The prices mentioned in the package may differ if you don't have a Trial balance prepared (i.e the final figures for expenses and incomes and assets and liabilities) If we are working through bank statements this will have additional costs to make the numbers for the trial balance.

What's included

  • Financial Statements/Reports

    I will be doing bookkeeping and accounting for your business, and I will provide you with financial statements that will include Income Statement, Balance Sheet and Cash Flow Statement. I can also provide other financial reports such as variance analysis report or ratios report.

Duration

1 week

Skills and tools

Accountant

Financial Analyst

Bookkeeper

Microsoft Excel

Microsoft Excel

Power BI

Quickbooks

Quickbooks

Xero

Xero

Industries

Investment & Asset Management

More services

I provide FP&A services to help business grow and navigate

STARTING AT

$55

fixed rate