Professional Accountant & Bookkeeper

Starting at

$

25

/hr

About this service

Summary

I provide expert accounting and bookkeeping services that simplify financial management, ensuring accuracy, compliance, and efficiency. By utilizing technology-driven solutions and automation, I deliver timely reports, real-time insights, and customized strategies to support business growth. What sets me apart is my ability to turn complex financial processes into actionable solutions, empowering clients to make informed decisions and achieve success.

Process

Initial Consultation & Needs Assessment
What to Expect: I would start by understanding your business and financial needs through an initial consultation. Then discuss your goals, challenges, and the scope of services required.
Outcome: Clear understanding of your expectations and a customized service plan.
Onboarding & System Setup
What to Expect: After agreeing on the scope, I’ll onboard you to the tools and systems chosen, such as cloud-based accounting software (QuickBooks, Xero, etc.). I’ll also gather necessary financial documents like previous records, tax returns, and bank statements.
Outcome: Your financial data is set up and ready for seamless management.
Ongoing Bookkeeping & Transaction Recording
What to Expect: I would perform all your daily bookkeeping tasks, including recording income, expenses, and payments. Your financial transactions will be categorized, and your accounts will be reconciled daily.
Outcome: Up-to-date financial records, making it easier for you to track your business performance.
Monthly Financial Reporting
What to Expect: At the end of each month, I’ll provide you with key financial reports, such as the income statement, balance sheet, and cash flow statement, to give you a clear view of your business’s financial health.
Outcome: Comprehensive reports to help you make informed business decisions.
Tax Compliance & Preparation
What to Expect: I would ensure your business is fully compliant with tax regulations and prepare your financials for tax filing. Also help you track deductions and provide the necessary documents for filing.
Outcome: Hassle-free tax preparation with timely submissions to avoid penalties.
Quarterly Reviews & Financial Insights
What to Expect: I would conduct a quarterly review of your financials to ensure everything is on track. During these reviews, I would provide insights into your financial performance and recommend ways to improve profitability.
Outcome: Actionable insights and recommendations to optimize your financial strategy.
Ongoing Support & Strategic Advice
What to Expect: I offer ongoing support to address any financial questions or concerns you may have. Whether it’s budgeting, forecasting, or improving cash flow, I am here to help.
Outcome: Continuous support to keep your financial operations running smoothly.
End-of-Year Review & Future Planning
What to Expect: At the end of the year, I would review your overall financial performance, finalize your financial reports, and help you plan for the upcoming year with improved strategies.
Outcome: A comprehensive view of your business's financial health and a roadmap for the year ahead.

FAQs

  • What services do you offer?

    I provide a range of accounting and financial management services, including accounts receivable and payable tracking, financial reporting, process automation, and internal controls enhancement. I also specialize in utilizing tools like QuickBooks, Sage 50, and data analytics platforms to streamline operations and improve decision-making.

  • How do you approach automating financial processes?

    My approach involves analyzing current workflows, identifying inefficiencies, and implementing customized solutions using tools like Excel, Power Query, and other financial software. For example, I have successfully implemented automated tracking systems for accounts receivable and payable, improving cash flow projections and reducing manual errors.

  • What industries do you typically work with?

    While I have experience in diverse industries, I primarily focus on working with small to medium-sized businesses, startups, and organizations seeking to improve their financial operations and leverage technology for growth.

  • Can you help my business set up or optimize accounting software?

    Absolutely! I specialize in setting up and optimizing accounting software like QuickBooks and Sage 50 to suit your business needs. This includes chart of accounts setup, workflow automation, and training your team to maximize efficiency.

  • How do you ensure compliance with accounting standards?

    I stay up-to-date with the latest accounting standards and regulations. My work involves meticulous record-keeping, regular reconciliations, and ensuring that all processes align with applicable laws and industry best practices.

  • What’s your turnaround time for projects?

    Turnaround times depend on the project’s scope and complexity. I typically provide a detailed timeline after an initial consultation, ensuring that all deadlines are met without compromising quality.

  • Can you provide examples of your previous successes?

    Certainly! In my current role, I implemented an automated reconciliation process for SEC and bank accounts, reducing processing time by 20%. Additionally, I uncovered and resolved a $100,000 payment discrepancy in a previous role, showcasing my commitment to accuracy and problem-solving.

  • How do you ensure client confidentiality?

    Client confidentiality is a top priority. I adhere to strict ethical guidelines and best practices to safeguard sensitive financial information and maintain trust.

  • How do we get started?

    Let’s begin with a consultation to discuss your needs and goals. From there, I’ll provide a tailored plan and clear next steps to achieve your objectives efficiently.

What's included

  • Cloud-Based Accounting Setup

    Implementing and managing cloud-based accounting tools for real-time access to financial data and seamless collaboration.

  • Payroll Processing

    Calculating and processing employee salaries, taxes, and deductions accurately and on time.

  • Expense Tracking and Categorization

    Calculating and processing employee salaries, taxes, and deductions accurately and on time.

  • Monthly Reconciliation

    Reconciling bank statements, credit card accounts, and other financial records to identify discrepancies and ensure accuracy.

  • Accurate Financial Records

    Maintaining up-to-date and error-free records of all financial transactions, ensuring compliance with accounting standards.

  • Customized Financial Reports

    Preparing detailed income statements, balance sheets, cash flow statements, and other reports tailored to the client’s needs.

  • Accounts Payable and Receivable Management

    Tracking vendor payments and client invoices to ascertain smooth cash flow and timely transactions.

  • Compliance and Regulation Adherence

    Ensuring that all financial practices meet local and international accounting regulations, minimizing risk.

  • Tax-Ready Financial Records

    Organizing and preparing financial data to simplify tax filing and ensure compliance with regulations.

  • Periodic Consultations and Insights

    Providing regular reviews of financial performance and actionable insights to support business decision-making.


Skills and tools

Accountant
Auditor
Bookkeeper
Google Sheets
Microsoft Excel
Quickbooks
SAP
Xero

Industries

Accounting
Bookkeeping and Payroll
Business Process Automation (BPA)

Work with me