Phoenix - Your AI AssistantClean up and streamline your bookkeeping system
Delivery in
5 days
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What you get with this Offer
If your bookkeeping feels messy, time-consuming, or confusing - I can help take some of the stress away..
I help small businesses turn disorganised records into clear, efficient systems that are easy to manage and maintain.
What I will do:
* Review your current bookkeeping setup
* Clean up errors and organise transactions
* Reconcile and structure your records properly
* Simplify your processes
* Set up efficient workflows and automation (where required)
My 3-Step Process:
1. Review - identify errors, gaps and inefficiencies
2. Clean up - fix and organise your records
3. Streamline - Implement systems to save time and reduce manual work.
My Experience:
* 14+ years in finance
* High-volume invoice processing
* Multi-software experience (Xero, Sage50, QuickFile, Excel, Oracle, Microsoft Dynamics 365)
Who this is for:
* Small business owners
* Freelancers
* Businesses with messy or behind accounts
* Anyone wanting a more efficient system
The Result:
* Accurate, organised records
* Less time spent on admin
* Clear and simple bookkeeping system
* Ready for your accountant
I can also provide a simple spreadsheet template to help you import transactions and maintain efficient workflow.
I help small businesses turn disorganised records into clear, efficient systems that are easy to manage and maintain.
What I will do:
* Review your current bookkeeping setup
* Clean up errors and organise transactions
* Reconcile and structure your records properly
* Simplify your processes
* Set up efficient workflows and automation (where required)
My 3-Step Process:
1. Review - identify errors, gaps and inefficiencies
2. Clean up - fix and organise your records
3. Streamline - Implement systems to save time and reduce manual work.
My Experience:
* 14+ years in finance
* High-volume invoice processing
* Multi-software experience (Xero, Sage50, QuickFile, Excel, Oracle, Microsoft Dynamics 365)
Who this is for:
* Small business owners
* Freelancers
* Businesses with messy or behind accounts
* Anyone wanting a more efficient system
The Result:
* Accurate, organised records
* Less time spent on admin
* Clear and simple bookkeeping system
* Ready for your accountant
I can also provide a simple spreadsheet template to help you import transactions and maintain efficient workflow.
What the Freelancer needs to start the work
Please provide access to your accounting software or bank statements, along with any relevant documents. Information must be accurate and complete. Delivery timelines begin once all required access and documents are received.