Transforming Finance with Accuracy and Efficiency

Machaba Mahloana

(0)

Starting at

$

15

/hr

About this service

Summary

As a seasoned accounting professional, I offer intermediate accounting services designed to help small businesses and entrepreneurs achieve financial clarity, accuracy, and success. What sets me apart is my personalized approach, which combines technical expertise with a deep understanding of the unique challenges faced by small business owners. By leveraging my expertise in accounting software such as QuickBooks, Sage, and Xero, I provide tailored solutions that help clients make informed decisions, streamline their operations, and achieve their goals.

Process

Firstly : Initial Consultation (30 minutes - 1 hour)
-Discuss client goals, objectives, and concerns
-Review the current financial situation and needs
-Identify potential areas for improvement and optimization
-Establish communication channels and expectations
Secondly : Financial Data Collection
-I will request and collect financial documents, such as Invoices, receipts, and bank statements Accounting software login credentials (e.g. QuickBooks, Sage, Xero) Other relevant financial data (e.g. tax returns, financial reports)
Thirdly: Financial Analysis and Review (2-4 weeks)
-I review and analyze financial data to identify: Areas of inefficiency or waste Opportunities for cost savings or optimization Potential errors or discrepancies Provide recommendations for improvements and solutions
Lastly : Regular Reporting and Review (monthly/quarterly) and Ongoing Maintenance and Upgrades
-Provide regular financial reports and updates to client
-Review progress towards goals and KPIs
-Identify areas for further improvement and optimization
Thereafter I regularly review and update financial data to ensure accuracy and compliance Identify opportunities for process improvements or system upgrades

What's included

  • Accounting Services

    -Account Payable and Receivable Management: Effective management of accounts payable and receivable, ensuring prompt payment and accurate tracking. -Bookkeeping and Financial Record-Keeping: Accurate and up-to-date bookkeeping, including recording of transactions, tracking of assets and liabilities, and preparation of financial reports. -Financial Analysis and Reporting: In-depth financial analysis, including budgeting, forecasting, and variance analysis to help clients make informed business decisions. -Accounting Software Management: Proficient use of accounting software such as QuickBooks, Sage, and Xero to manage financial data and ensure seamless integration with other business systems. -Financial Performance Monitoring: Ongoing monitoring of financial performance, identifying areas for improvement, and providing recommendations for optimizing financial performance.

Skills and tools

Accountant
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero

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