Phoenix - Your AI AssistantPrepare Monthly Financial Statements for up to 100 Transactions
Delivery in
3 days
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What you get with this Offer
I will prepare a complete set of monthly financial statements from your bookkeeping records in QuickBooks or Xero for one accounting period (up to 100 transactions). You will receive a Profit & Loss, Balance Sheet, and basic financial review within 3 days.
This offer is for one year only and is delivered as a fixed project.
This Hourlie includes:
• Review of 1 year bookkeeping data
• Up to 100 transactions
• Bank & credit card reconciliation (1 account)
• Profit & Loss Statement
• Balance Sheet
• Cash summary
• Error check & basic cleanup
• Simple financial insights (PDF)
This service is perfect for startups, e-commerce, service businesses, real estate, and consultants who want stress-free monthly Accounting
This offer is for one year only and is delivered as a fixed project.
This Hourlie includes:
• Review of 1 year bookkeeping data
• Up to 100 transactions
• Bank & credit card reconciliation (1 account)
• Profit & Loss Statement
• Balance Sheet
• Cash summary
• Error check & basic cleanup
• Simple financial insights (PDF)
This service is perfect for startups, e-commerce, service businesses, real estate, and consultants who want stress-free monthly Accounting
What the Freelancer needs to start the work
To start, please provide:
• Access to QuickBooks/Xero OR Excel file
• Bank statements for the month
• Business type
• Chart of Accounts (if available)