Unlock Financial Excellence: Tailored Bookkeeping Solutions
Joy Ng'endo
(0)
Starting at
$
10
/hrAbout this service
Summary
I offer comprehensive bookkeeping and accounting services tailored to your business needs, ensuring accurate financial records and insightful analysis. What sets me apart is my blend of extensive experience spanning over half a decade, coupled with a deep understanding of financial statements and analysis, empowering you with actionable insights to drive informed decision-making and financial success.
Process
1. Initial Consultation and Company Understanding:
Begin by conducting a thorough initial consultation with the client to understand their business, including the products or services they offer, their industry, and their unique financial needs and goals.
2. Needs Analysis and System Evaluation:
Perform a comprehensive needs analysis by examining the client's current bookkeeping methods and systems. This involves understanding their existing processes, software tools, and any pain points or inefficiencies they may be experiencing. Through this evaluation, identify what is working well and areas for improvement.
3. Recommendations and Proposal:
Based on the needs analysis, provide tailored recommendations to streamline and enhance the client's bookkeeping processes. This may include suggestions for adopting new software tools, optimizing existing workflows, or
implementing best practices to improve efficiency and accuracy.
4. Customized Onboarding Plan:
Develop a customized onboarding plan outlining the specific steps and timeline for transitioning the client's bookkeeping to your services. This plan should address any training or support needed for the client's team
during the transition period.
5. Data Migration and Setup:
Assist the client with migrating their financial data to your systems, ensuring a smooth transition with minimal disruption to their operations. Set up new accounting software or tools as needed, customizing configurations to align with the client's unique requirements.
6. Training and Support:
Provide comprehensive training to the client's team on using the new bookkeeping systems and processes. Offer ongoing support and guidance to
address any questions or challenges that arise during the onboarding process
and beyond.
7. Regular Communication and Review:
Maintain open communication with the client throughout the onboarding process, providing regular updates on progress and addressing any feedback or concerns promptly. Conduct periodic reviews to assess the effectiveness of the new bookkeeping systems and make adjustments as needed to ensure optimal performance
What's included
Financial Statements
Balance sheets, income statements, and cash flow statements, providing a snapshot of the company's financial health.
Reconciled Accounts
Ensuring that all financial transactions are accurately recorded and balanced, providing clarity and accuracy in financial records.
Financial Analysis
Interpretation of financial data to identify trends, opportunities, and potential risks, providing valuable insights for strategic decision-making.
Bank Reconciliation Statements
Comparing internal financial records with bank statements to ensure accuracy and identify any discrepancies.
Skills and tools
Accountant
Auditor
Bookkeeper
Google Sheets
Microsoft Excel
Quickbooks Online
Xero
Zoho
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