Phoenix - Your AI AssistantDo monthly reconciliation in QuickBooks, Xero
Delivery in
4 days
Rating
100%
(3 reviews)
(3 reviews)
Response time
within a few hours
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- Sales 7
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What you get with this Offer
Hello,
Thank you for considering my offer!
My top priorities are client satisfaction and timely delivery. I am here to provide reliable, efficient service tailored to your accounting needs.
Service Overview:
• Detailed Transaction Matching: Review and categorize each transaction to ensure consistency with your bank statement.
• Error Identification and Correction: Identify any discrepancies and adjust errors, providing you with a clear and accurate financial picture.
• Clear and Concise Reports: Receive easy-to-understand reports that reflect your true cash flow and account balances.
• Improved Financial Health: Keep your financials organized and ready for any decision-making or tax preparation needs.
Workflow Stages:
1. Initial Discussion – Aligning on deliverables, pricing, and timelines to ensure a clear mutual understanding.
2. Offer Purchase – Sharing necessary information and granting access to QuickBooks/Xero.
3. Execution – Performing the agreed-upon tasks and delivering the completed work.
4. Revisions – Implementing any adjustments needed.
5. Feedback – Gathering your feedback and suggestions for future improvements.
Basic Package
Price: $15
Transactions: Up to 100 transactions
Includes:
• Monthly bank reconciliation
• Basic error identification and correction
• Summary report of reconciled accounts
________________________________________
Standard Package
Price: $25
Transactions: Up to 200 transactions
Includes:
• Monthly bank reconciliation
• In-depth error identification and resolution
• Detailed reconciliation report
• Massaging support for reconciliation-related inquiries
________________________________________
Premium Package
Price: $70
Transactions: Up to 600 transactions
Includes:
• Monthly bank reconciliation for multiple accounts
• Comprehensive error correction and troubleshooting
• Customized, detailed reconciliation reports
• Priority message and chat support
• Monthly financial health overview
For customized packages tailored to your unique requirements, please feel free to reach out.
Stay safe!
Best regards,
MD SOHEL BABLU
Certified QuickBooks Advanced ProAdvisor & Xero Certified Advisor
Thank you for considering my offer!
My top priorities are client satisfaction and timely delivery. I am here to provide reliable, efficient service tailored to your accounting needs.
Service Overview:
• Detailed Transaction Matching: Review and categorize each transaction to ensure consistency with your bank statement.
• Error Identification and Correction: Identify any discrepancies and adjust errors, providing you with a clear and accurate financial picture.
• Clear and Concise Reports: Receive easy-to-understand reports that reflect your true cash flow and account balances.
• Improved Financial Health: Keep your financials organized and ready for any decision-making or tax preparation needs.
Workflow Stages:
1. Initial Discussion – Aligning on deliverables, pricing, and timelines to ensure a clear mutual understanding.
2. Offer Purchase – Sharing necessary information and granting access to QuickBooks/Xero.
3. Execution – Performing the agreed-upon tasks and delivering the completed work.
4. Revisions – Implementing any adjustments needed.
5. Feedback – Gathering your feedback and suggestions for future improvements.
Basic Package
Price: $15
Transactions: Up to 100 transactions
Includes:
• Monthly bank reconciliation
• Basic error identification and correction
• Summary report of reconciled accounts
________________________________________
Standard Package
Price: $25
Transactions: Up to 200 transactions
Includes:
• Monthly bank reconciliation
• In-depth error identification and resolution
• Detailed reconciliation report
• Massaging support for reconciliation-related inquiries
________________________________________
Premium Package
Price: $70
Transactions: Up to 600 transactions
Includes:
• Monthly bank reconciliation for multiple accounts
• Comprehensive error correction and troubleshooting
• Customized, detailed reconciliation reports
• Priority message and chat support
• Monthly financial health overview
For customized packages tailored to your unique requirements, please feel free to reach out.
Stay safe!
Best regards,
MD SOHEL BABLU
Certified QuickBooks Advanced ProAdvisor & Xero Certified Advisor
What the Freelancer needs to start the work
1. User access of your accounting software
2. Bank, Credit card and PayPal statements in PDF
