Phoenix - Your AI AssistantOffer Customized Remote Bookkeeping & E-Invoicing specialist
Delivery in
3 days
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Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
1. Full-Service Remote Bookkeeping
Professional bookkeeping delivered using QuickBooks Online, Sage, and Zoho Books.
✔ Daily, weekly, or monthly transaction recording
✔ Sales & purchase invoice processing
✔ Bank and credit card reconciliations
✔ Customer & supplier ledger management
✔ VAT/GST preparation and review
✔ Payroll journal posting (if required)
✔ Fixed asset register maintenance
✔ Accruals & prepayments adjustments
Your records stay accurate, compliant, and audit-ready at all times.
2. Advanced E-Invoicing Solutions (PEPPOL Ready)
Stay compliant with structured e-invoicing regulations across the UK, EU, and Middle East.
✔ PEPPOL-compliant invoice setup
✔ Automated e-invoice generation & submission
✔ Real-time validation & error reduction
✔ Secure digital archiving
✔ Multi-currency & cross-border invoicing
Perfect for businesses where digital invoicing is mandatory.
3. Accounting Software Setup & Optimization
QuickBooks Online
• Chart of accounts customization
• Automation rules & bank feed optimization
• Smart reporting dashboards
Sage
• Ledger structuring
• Department & cost tracking
• VAT & inventory configuration
Zoho Books
• Workflow automation
• Customer portal setup
• Recurring billing & API integrations
Your system is configured for efficiency, clarity, and scalability.
4. SAP Integration & ERP Alignment
For scaling SMEs requiring enterprise alignment with SAP:
✔ Data synchronization
✔ Automated journal imports/exports
✔ Cost center & revenue mapping
✔ Consolidated reporting support
This ensures smooth collaboration between accounting software and ERP systems.
5. 360° Financial Management Support
Beyond bookkeeping, you receive:
✔ Monthly Management Accounts
✔ Profit & Loss, Balance Sheet & Cash Flow Reports
✔ Budget vs Actual Analysis
✔ AR/AP Aging Reports
✔ Credit control & payment follow-ups
✔ Financial insights for decision-making
Attractive SME Packages
Starter (Small Businesses)
Up to 100 transactions/month, reconciliations, VAT summary, basic reports, email support.
Growth (Scaling SMEs)
Up to 300 transactions/month, full reconciliations, AR/AP management, PEPPOL setup, monthly management reports, priority support.
Premium 360° Finance (Medium Entities)
300+ transactions/month, dedicated accounts manager, SAP integration, cash flow forecasting, KPI reporting, audit support, weekly review calls.
Professional bookkeeping delivered using QuickBooks Online, Sage, and Zoho Books.
✔ Daily, weekly, or monthly transaction recording
✔ Sales & purchase invoice processing
✔ Bank and credit card reconciliations
✔ Customer & supplier ledger management
✔ VAT/GST preparation and review
✔ Payroll journal posting (if required)
✔ Fixed asset register maintenance
✔ Accruals & prepayments adjustments
Your records stay accurate, compliant, and audit-ready at all times.
2. Advanced E-Invoicing Solutions (PEPPOL Ready)
Stay compliant with structured e-invoicing regulations across the UK, EU, and Middle East.
✔ PEPPOL-compliant invoice setup
✔ Automated e-invoice generation & submission
✔ Real-time validation & error reduction
✔ Secure digital archiving
✔ Multi-currency & cross-border invoicing
Perfect for businesses where digital invoicing is mandatory.
3. Accounting Software Setup & Optimization
QuickBooks Online
• Chart of accounts customization
• Automation rules & bank feed optimization
• Smart reporting dashboards
Sage
• Ledger structuring
• Department & cost tracking
• VAT & inventory configuration
Zoho Books
• Workflow automation
• Customer portal setup
• Recurring billing & API integrations
Your system is configured for efficiency, clarity, and scalability.
4. SAP Integration & ERP Alignment
For scaling SMEs requiring enterprise alignment with SAP:
✔ Data synchronization
✔ Automated journal imports/exports
✔ Cost center & revenue mapping
✔ Consolidated reporting support
This ensures smooth collaboration between accounting software and ERP systems.
5. 360° Financial Management Support
Beyond bookkeeping, you receive:
✔ Monthly Management Accounts
✔ Profit & Loss, Balance Sheet & Cash Flow Reports
✔ Budget vs Actual Analysis
✔ AR/AP Aging Reports
✔ Credit control & payment follow-ups
✔ Financial insights for decision-making
Attractive SME Packages
Starter (Small Businesses)
Up to 100 transactions/month, reconciliations, VAT summary, basic reports, email support.
Growth (Scaling SMEs)
Up to 300 transactions/month, full reconciliations, AR/AP management, PEPPOL setup, monthly management reports, priority support.
Premium 360° Finance (Medium Entities)
300+ transactions/month, dedicated accounts manager, SAP integration, cash flow forecasting, KPI reporting, audit support, weekly review calls.
What the Freelancer needs to start the work
1. Clear communication on pain points from the buyer, my aim is to solve the problem first before getting paid.