Phoenix - Your AI AssistantPrepare month-end reports: P&L, balance sheet and cash flow
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2 days
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What you get with this Offer
Need clear financial reports you can read and use? I will close your month and prepare reports that show how your business is really doing.
You will receive, for one month:
✓ Profit and loss statement
✓ Balance sheet
✓ Cash flow report
✓ A short note on the main movements and anything unusual
✓ Checks on bank reconciliation and uncategorised items first
Works with Xero and QuickBooks Online. Exports provided as PDF and Excel.
Why choose me:
✓ Xero Certified Specialist (Level 3), with Xero Payroll and Migration specialist badges
✓ QuickBooks Online Accountant certified
✓ ACCA part-qualified (F1 to F7), with 10+ years of accounting experience
✓ Clear, prompt communication across UK and US time zones
Ready to start? Click Buy Now, or message me through PeoplePerHour with your software and a short description of your business, and I will confirm the scope before we begin. See my profile for my certifications and how I work.
You will receive, for one month:
✓ Profit and loss statement
✓ Balance sheet
✓ Cash flow report
✓ A short note on the main movements and anything unusual
✓ Checks on bank reconciliation and uncategorised items first
Works with Xero and QuickBooks Online. Exports provided as PDF and Excel.
Why choose me:
✓ Xero Certified Specialist (Level 3), with Xero Payroll and Migration specialist badges
✓ QuickBooks Online Accountant certified
✓ ACCA part-qualified (F1 to F7), with 10+ years of accounting experience
✓ Clear, prompt communication across UK and US time zones
Ready to start? Click Buy Now, or message me through PeoplePerHour with your software and a short description of your business, and I will confirm the scope before we begin. See my profile for my certifications and how I work.
What the Freelancer needs to start the work
An invitation to your Xero or QuickBooks Online file as a user or accountant (please never share your password). Bank and credit card statements for the period. Sales invoices, bills and receipts. A short note on any known problems.