
BOOKEEPER & ACCOUNTING ASSISTANT
- or -
Post a project like this- Posted:
- Proposals: 41
- Remote
- #4521332
- OPPORTUNITY
- Open for Proposals









Description
Sort and categorise transactions, income and expenses
Reconcile bank transactions and identify discrepancies
Review invoices, receipts and supporting documentation
Identify missing information or records that need clarification
Bring the bookkeeping up to date
Compliance way C.
100% (1)New Proposal
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Log inClarification Board Ask a Question
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Hi there,
I am ready to take over your project but please if you could respond to the following queries.
How many months of records currently need to be brought up to date, and approximately how many transactions are involved each month?
-/ How many bank accounts, credit cards, or payment gateways need reconciliation?
-/ Are your invoices, receipts, bank statements, and supporting documents already stored in one place, or will they need to be collected and organized as part of the work?
-/ Are there any known discrepancies, unreconciled periods, or previous bookkeeping issues you would like me to prioritize?
I am familiar with :
QuickBooks
Xero
Sage
Zoho Books
Excel/Google Sheets
keen to hear from you ...
Regards -

Hi there,
I am ready to take over your project but please if you could respond to the following queries.
I am familiar with :
QuickBooks
Xero
Sage
Zoho Books
Excel/Google Sheets
keen to hear from you ...
Regards -

-/ How many months of records currently need to be brought up to date, and approximately how many transactions are involved each month?
-/ How many bank accounts, credit cards, or payment gateways need reconciliation?
-/ Are your invoices, receipts, bank statements, and supporting documents already stored in one place, or will they need to be collected and organized as part of the work?
-/ Are there any known discrepancies, unreconciled periods, or previous bookkeeping issues you would like me to prioritize? -

Hi,
I’d be interested in helping with this project. Before submitting my proposal, could I please clarify roughly what period needs bringing up to date and approximately how many transactions are involved?
Also, which bookkeeping/accounting software are you currently using?
Many thanks,
Mona -

Hi,
Is it a one-time job or a recurring one?