I will provide bookkeeping and advisory services

Certaines informations sont présentées en anglais.

États-Unis

Je parle Anglais

24 commandes terminées

Quickbooks Online ProAdvisor and Expert

I am a virtual bookkeeper serving clients all over the US, offering cleanups, catchups, ongoing monthly bookkeeping, and advisory services such as budgeting, cash flow management, and strategic planni...
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!

Type de service:

Tenue des comptes en service complet

Logiciel financier:

Quickbooks

Autres

Industrie:

Architecture & Décoration d'intérieur

Loisirs

Pays cible:

États-Unis

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