Monthly Bookkeeping

pro

Naadeidei Owusu

(0)

Starting at

$

200

/mo

About this service

Summary

Clear and Accurate Financial Updates Every Month! I will categorize and reconcile your transactions, analyze your finances, and provide monthly updated financial statements. These reports will give you an accurate overview of your business finances.
Ready to take the next step? Schedule your FREE discovery meeting today!

Process

Here’s what to expect:
1. Initial Consultation: We’ll meet via Zoom to discuss your business goals and bookkeeping needs.
2. Access to Your Books: You’ll provide me access to your QBO or Xero account.
3. Initial Review: I will review your books to ensure everything is organized and current.
4. Onboarding: We will proceed with the onboarding phase if everything looks good. I will need a few documents to get started. Once received, monthly bookkeeping will begin. If your books aren’t up to date or organized, a clean-up will be required.
5. Monthly Check-Ins and Reports: Each month, I will categorize and reconcile your transactions, analyze your finances, and provide updated financial statements. These reports will give you an accurate overview of your business finances.
Feel free to check out my work history on Upwork here, where you’ll find many 5-star reviews from satisfied clients, like this one:
"Naadeidei was very prompt, friendly, knowledgeable and super helpful in helping me pickup where my previous bookkeeper left off. I'm looking forward to working with her again."

FAQs

  • Do I need a bookkeeper if I use QBO or Xero?

    Yes, QuickBooks and Xero are tools, but a bookkeeper ensures your data is accurate, reconciled, and optimized for financial decisions.

  • What’s the benefit of hiring a bookkeeper?

    Bookkeepers save time, ensure accurate financial records, help with tax preparation, and provide clarity about your business finances.

  • What financial reports will I get each month?

    Standard reports include the Profit & Loss statement and Balance Sheet, with additional reports available to suit your specific needs.

  • Will a bookkeeper help with taxes?

    Many bookkeepers organize and categorize your records for tax purposes, but a CPA or tax professional typically handles filing your taxes.

What's included

  • Categorize Transactions

    Ensure transactions are categorized correctly for tax and reporting purposes.

  • Reconcile Accounts

    Reconcile bank accounts, credit cards, loans, and other financial statements.

  • Run Financial Reports

    Generate updated financial statements, including Profit & Loss and Balance Sheets, to ensure accurate reporting and provide a clear overview of your business finances.

  • I'm Here for You

    I’m here to address any questions or concerns you may have along the way.

Skills and tools

Financial Advisor
Bookkeeper
Account Manager
Microsoft Excel
Quickbooks
Xero

Industries

Bookkeeping and Payroll
Real Estate
Construction

Work with me

More services

Personal Finance

Contact for pricing

QuickBooks Online (QBO) or Xero Setup

STARTING AT

$300

fixed rate

Clean-Up and Catch-Up Services

STARTING AT

$1,200

fixed rate