I will provide bookkeeping and advisory services
Quickbooks Online ProAdvisor and Expert
À propos de ce service
Do you wish you had a financial partner to bounce ideas off of or help you make informed financial decisions?
This service is designed for business owners who want proactive financial guidance, clear planning, and regular support to make confident decisions.
My Services Include:
- Monthly Bookkeeping
- Providing your monthly Profit & Loss, Balance Sheet, and an Executive Summary
- Providing a Financial Snapshot pulling out key numbers and metrics you need to know - my clients love the time this saves them from digging into all the reports!
- A monthly Financial Debrief loom video reviewing your reports - another client favorite! They love how easy this makes understanding their finances!
- Monthly Cash Flow Forecasting
- Annual Budget Planning Meeting
- Monthly Budget-to-Actual Comparison Report
- Custom Key Metrics Dashboard and Tracking
Message me first so we can chat about your specific needs and goals!
Les services ne sont pas vérifiés
Veuillez noter qu'il n'y a pas de procédure de vérification pour ce service. Nous vous recommandons de contacter le freelance et de vérifier toutes les informations nécessaires avant de passer votre commande. Pour en savoir plus sur les services financiers, consultez le site Fiverr.
FAQ
Do you file taxes?
No, I do not file taxes. However, I will work with your accountant and make sure your financials are up-to-date, accurate, and ready to hand off to your tax preparer.

