Phoenix - Your AI AssistantClean up and catch up your messy bookkeeping records
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5 days
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What you get with this Offer
Are your accounting records months behind?
Are you staring down historical errors, missing receipts, duplicate bank feeds, or un-allocated payments?
Messy books create operational anxiety, lock you out of business loans, and can cost you thousands in missed tax deductions. I will resolve this chaos for you. I will dig deep into your historical records, review up to 3 months of backlogged transactions, uncover tracking errors, fix broken software integrations, and eliminate duplicate lines. I actively track down un-categorised elements and cross-reference your records against actual bank realities.
Pricing is £300 for a 3-month period and includes up to 400 transactions. If you have more than 400 transactions, please select the appropriate add-on(s) to match the number of transactions you need to reconcile.
Are you staring down historical errors, missing receipts, duplicate bank feeds, or un-allocated payments?
Messy books create operational anxiety, lock you out of business loans, and can cost you thousands in missed tax deductions. I will resolve this chaos for you. I will dig deep into your historical records, review up to 3 months of backlogged transactions, uncover tracking errors, fix broken software integrations, and eliminate duplicate lines. I actively track down un-categorised elements and cross-reference your records against actual bank realities.
Pricing is £300 for a 3-month period and includes up to 400 transactions. If you have more than 400 transactions, please select the appropriate add-on(s) to match the number of transactions you need to reconcile.
What the Freelancer needs to start the work
1- Full administrative or advisor access to your Xero, QuickBooks, or Sage ledger.
2- Complete PDF/CSV bank and credit card downloads covering the entire cleanup period.
3- Access to all historic bills, sales invoices, and receipt repositories