Quickbooks setup, training, reporting, & book keeping services
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Post a project like this1272
£31/hr(approx. $39/hr)
- Posted:
- Proposals: 14
- Remote
- #2992077
- Awarded
Certified Accountant + Xero/Sage/QB Expert + loss claim, grant & loans
City of London
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New Delhi
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Description
Experience Level: Expert
Estimated project duration: less than 1 week
Hi
I have set up my QuickBooks myself but I have not done it well and I need a pro to help, or scrap and re-setup my account.
I have been trading from FEB and so old invoices will need to be added into the system if you scrap the old one obviously.
I have connected my bank account(s). But part of the problem I think is when I started the business I used a personal account initially, till we started going well, and then I set up a company account. I registered with HMRC for corp tax, VAT and PAYE (I intend to hire people soon but no employees yet).
Further, I am not looking at regular bookkeeping services right this second, but I will need it soon..
I need some reporting, P&L, Balance Sheet, Cash Flow Statement. Ideally, if I can get a separate price for your team to work with me on a Cashflow forecast and associated financials including a potentially a valuation as I am looking at raising equity investment soon, so any advice in preparing these documents would be appreciated. Again this job should be clearly articulated in number of hours or ask for a seperate job to be setup..
So, finally, if you can send me a quote on a nice comprehensive setup, with some time to advise on things like my tax year setup etc. ( I am a bit lost on all this ) AND an hour to train me on what NOT to do to help you keep everything in order would be GREAT!
Matt - CEO
Keystage Ventures
I have set up my QuickBooks myself but I have not done it well and I need a pro to help, or scrap and re-setup my account.
I have been trading from FEB and so old invoices will need to be added into the system if you scrap the old one obviously.
I have connected my bank account(s). But part of the problem I think is when I started the business I used a personal account initially, till we started going well, and then I set up a company account. I registered with HMRC for corp tax, VAT and PAYE (I intend to hire people soon but no employees yet).
Further, I am not looking at regular bookkeeping services right this second, but I will need it soon..
I need some reporting, P&L, Balance Sheet, Cash Flow Statement. Ideally, if I can get a separate price for your team to work with me on a Cashflow forecast and associated financials including a potentially a valuation as I am looking at raising equity investment soon, so any advice in preparing these documents would be appreciated. Again this job should be clearly articulated in number of hours or ask for a seperate job to be setup..
So, finally, if you can send me a quote on a nice comprehensive setup, with some time to advise on things like my tax year setup etc. ( I am a bit lost on all this ) AND an hour to train me on what NOT to do to help you keep everything in order would be GREAT!
Matt - CEO
Keystage Ventures
Keystage Ventures Limited
100% (9)Projects Completed
17
Freelancers worked with
14
Projects awarded
8%
Last project
6 Nov 2020
United Kingdom
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