Phoenix - Your AI AssistantBookkeeping cleanup + monthly report (1 month)
Delivery in
3 days
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What you get with this Offer
I will clean up and organize one month of your bookkeeping and deliver a clear monthly report so you can understand your numbers.
Ideal if your accounts are messy, categories are inconsistent, or you need a reliable snapshot for decision-making.
What’s included in this price
Cleanup and categorization for up to 150 transactions (1 month)
Bank reconciliation for 1 bank account
Fix common issues (duplicates, mis-categorized items, missing payees)
Monthly summary report (income, expenses, cash position)
A short list of questions/notes if something needs your confirmation
Ideal if your accounts are messy, categories are inconsistent, or you need a reliable snapshot for decision-making.
What’s included in this price
Cleanup and categorization for up to 150 transactions (1 month)
Bank reconciliation for 1 bank account
Fix common issues (duplicates, mis-categorized items, missing payees)
Monthly summary report (income, expenses, cash position)
A short list of questions/notes if something needs your confirmation
What the Freelancer needs to start the work
Access to your bookkeeping file (or exports), bank statement for the month, and any notes about your business categories.