Phoenix - Your AI AssistantClean and organise your bookkeeping
Delivery in
5 days
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What you get with this Offer
This offer is for bookkeeping catch-up and clean-up for small businesses.
I will bring your records up to date and ensure everything is organised and accurate.
This includes:
- Bank reconciliation
- Reviewing and categorising transactions
- Matching receipts and invoices
- Organising records from emails or files
- Preparing your accounts for accountant handover
This offer covers up to 3 months of bookkeeping (standard volume).
If your records go beyond this, additional months can be added as an extra.
I have 14 years’ experience in finance and specialise in working through incomplete or messy records to get everything back into a clear and manageable state.
If you're unsure whether this fits your needs, feel free to message me before purchasing.
I will bring your records up to date and ensure everything is organised and accurate.
This includes:
- Bank reconciliation
- Reviewing and categorising transactions
- Matching receipts and invoices
- Organising records from emails or files
- Preparing your accounts for accountant handover
This offer covers up to 3 months of bookkeeping (standard volume).
If your records go beyond this, additional months can be added as an extra.
I have 14 years’ experience in finance and specialise in working through incomplete or messy records to get everything back into a clear and manageable state.
If you're unsure whether this fits your needs, feel free to message me before purchasing.
What the Freelancer needs to start the work
To get started, please provide:
- Access to your bookkeeping software or bank statements (PDF or CSV)
- Any receipts or invoices (email, photos or files are fine)
- A brief overview of your business (what you do)
- Confirmation of the period you’d like brought up to date
If anything is missing or incomplete, that’s fine - I can work through it and organise things as I go.