Phoenix - Your AI AssistantClean up and organise your bookkeeping records
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2 days
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What you get with this Offer
Behind on your bookkeeping or dealing with messy records? I can quickly organise, reconcile , and bring your accounts up to date.
I'm a freelance bookkeeper with 14 years' experience supporting sole traders and small businesses with accurate and reliable financial records.
Basic package includes:
-Up to 1 hour of bookkeeping
-Bank Reconciliation (small dataset)
-Expense categorisation
-Review of transactions for accuracy
-Minor tidy-up of records
For full clean-up or catch-up work, please see my Standard or Premium packages below.
I've worked with a range of accounting systems including Xero, Sage, QuickFile, Freshbooks, Excel, and more, so I can adapt to whatever you currently use.
My focus is always on keeping your records accurate, organised, and easy to understand.
Whether you're catching up or need ongoing support, I'll make sure your books are in order and running smoothly.
What you'll get:
-Accurate, up-to-date records
-Clear overview of your finances
-Books ready for your accountant or VAT return
-Less stress and more time back
Standard package includes:
-Up to 3 hours of bookkeeping
-Bank reconciliation
-Expenses categorisation
-Review and correction of any discrepancies
-Organisation of records into a clear, structured format
-Simple spreadsheet summary (if required)
Premium Package includes:
-Up to 6 hours of bookkeeping
-Full bank reconciliation
-Complete expense categorisation
-Clean-up of disorganised or backlogged records
-Identification and correction of errors
-Fully organised, accountant-ready records
-Detailed spreadsheet summary of transactions
If you're unsure which package is right, feel free to message me before ordering.
UK-Based Bookkeeper | 14 years experience | Professional Indemnity Insured | Clear, jargon-free communication.
I'm a freelance bookkeeper with 14 years' experience supporting sole traders and small businesses with accurate and reliable financial records.
Basic package includes:
-Up to 1 hour of bookkeeping
-Bank Reconciliation (small dataset)
-Expense categorisation
-Review of transactions for accuracy
-Minor tidy-up of records
For full clean-up or catch-up work, please see my Standard or Premium packages below.
I've worked with a range of accounting systems including Xero, Sage, QuickFile, Freshbooks, Excel, and more, so I can adapt to whatever you currently use.
My focus is always on keeping your records accurate, organised, and easy to understand.
Whether you're catching up or need ongoing support, I'll make sure your books are in order and running smoothly.
What you'll get:
-Accurate, up-to-date records
-Clear overview of your finances
-Books ready for your accountant or VAT return
-Less stress and more time back
Standard package includes:
-Up to 3 hours of bookkeeping
-Bank reconciliation
-Expenses categorisation
-Review and correction of any discrepancies
-Organisation of records into a clear, structured format
-Simple spreadsheet summary (if required)
Premium Package includes:
-Up to 6 hours of bookkeeping
-Full bank reconciliation
-Complete expense categorisation
-Clean-up of disorganised or backlogged records
-Identification and correction of errors
-Fully organised, accountant-ready records
-Detailed spreadsheet summary of transactions
If you're unsure which package is right, feel free to message me before ordering.
UK-Based Bookkeeper | 14 years experience | Professional Indemnity Insured | Clear, jargon-free communication.
What the Freelancer needs to start the work
To get started, please provide the following:
-Bank statements (PDF or CSV format) for the period required
-Access to your accounting software (if applicable)
-Any existing spreadsheets or bookkeeping records
-A brief description of what you need help with (e.g. clean-up, reconciliation, ongoing support)
-Confirmation of the time period you would like me to work on
Optional (if available)
-Receipts or supporting documents
-Previous accountant/bookkeeper notes
Please ensure all information provided is complete and accurate to avoid delays.
Delivery time begins once all required documents have been received.