Financial Ops Automation & Accurate QuickBooks Books

Chanel G.

Contact for pricing

About this service

Summary

I provide accurate bookkeeping, QuickBooks cleanup, and monthly financial reporting tailored to small and midsize businesses. My packages deliver clean records, clear insights, and automated workflows—without the extra training or complexity. By combining financial accuracy with process streamlining, I give business owners decision-ready numbers they can trust.

FAQs

  • Q: Do I need to have QuickBooks set up already?

    A:. I can either clean up your existing account or create a fresh setup for you.

  • Q: How do you deliver reports?

    A: You’ll receive reconciled QuickBooks files plus easy-to-read PDF financial statements each month.

  • Q: What if my books are really messy?

    A: That’s my specialty! I handle cleanup projects and bring your records up to date.

  • Q: Do you offer training for my team?

    A: No training required — I set everything up so it runs smoothly without extra work on your side.

  • Q: Can you work with businesses outside my state?

    A: Yes, all services are fully remote and available nationwide.

  • Q: How do you price your services?

    A: Most projects are flat-fee, while ongoing bookkeeping/reporting is monthly retainer-based.

What's included

  • Financial Systems Cleanup & Compliance Standardization

    - Framing: “Data Integrity & Compliance Audit” - Deliverable: Audit of financial systems (QuickBooks, other ledgers), standardization to align with government or grant-reporting requirements, reconciliation of errors. - Why It Wins: Governments care deeply about audit readiness and compliance.

  • Monthly Accounting & Reporting Services

    - Framing: “Outsourced Monthly Accounting & Reporting” - Deliverable: Accurate, GAAP-compliant monthly financial statements (P&L, Balance Sheet, Cash Flow), plus custom reporting aligned to OMB circulars, grant guidelines, or internal compliance frameworks. - Why It Wins: Many agencies outsource to reduce overhead but must still pass audits.

  • Financial Operations Automation

    - Framing: “Automated Financial Workflow Implementation” - Deliverable: Setup of automated invoicing, payment reminders, and reconciliation workflows in QuickBooks (integrated with government-approved payment systems, like ACH or Pay.gov). - Why It Wins: Cuts down manual errors, supports compliance, improves audit trails.

Skills and tools

Accountant

Auditor

Bookkeeper

Microsoft Excel

Microsoft Excel

Quickbooks

Quickbooks

Industries

Accounting & Tax