I will deliver a comprehensive and accurate monthly bookkeeping report tailored to your business needs, using QuickBooks Online or Xero. This deliverable is ideal for small businesses, startups, and entrepreneurs who want up-to-date, organized, and tax-ready financials.
π What you will receive:
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Accurate categorization of income and expense transactions
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Bank, credit card, and PayPal account reconciliations
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Custom Chart of Accounts setup (if needed)
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Profit & Loss Statement (Monthly and YTD)
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Balance Sheet
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General Ledger and Transaction Detail Report
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Trial Balance (on request)
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Clean and CPA/Tax-preparer-ready QuickBooks/Xero file
π Optional Add-ons (if required):
β Sales Tax Tracking
β Payroll Entry Summary
β Accounts Receivable & Accounts Payable Aging Reports
β° Delivery Timeline:
Standard delivery within 3β5 business days (may vary depending on volume of transactions and number of accounts).
π‘ Confidentiality Guaranteed:
Your financial data will be handled with utmost confidentiality and professionalism. NDA can be signed upon request.
Whether youβre behind on your books, need monthly updates, or want reports ready for your CPA or tax filing β Iβve got you covered!