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Bookkeeping and Data Entry with all financial statements
3 days
What people loved about this seller
Description
As an experienced accounts and finance freelancer, I offer professional financial services to help you streamline your finances and achieve your business goals.
Skills & Services Offered:
- Bookkeeping & Expense Categorization: Keep track of your transactions with accurate bookkeeping.
- Financial Reports: Income Statement, Balance Sheet, Cash Flow, and other custom reports to give you financial clarity.
- Cash Flow Analysis & Financial Forecasting: Understand your cash flow and predict future financial trends.
- Tax Planning & Filing: Save money and ensure compliance with tax planning and filing.
- Budget Creation & Financial Strategy: Tailored budgeting and strategic financial planning to keep your business on track.
- Business Strategy & Financial Guidance: Receive expert advice to make informed business decisions.
Why Choose Me?
- Customized financial solutions for your unique needs
- Timely, accurate, and professional financial services
- Unlimited revisions until you are fully satisfied with the results
- Focus on your business growth while I handle your finances
Feel free to contact me for any questions or custom requests. I ensure complete satisfactiononly charge when you'll be happy. thanks
Instructions
Instructions to Buyer
Welcome! To ensure that I can deliver the best possible service and meet your expectations, please provide the following details when placing your order. This will help me understand your needs and ensure we’re on the same page from the start. If you have any questions, feel free to contact me before proceeding.
1. Your Business or Personal Financial Situation
Please let me know whether this order is for a business or personal finance.
If for a business, kindly specify your industry (e.g., retail, e-commerce, consulting, etc.).
For personal finance, outline the key services you need (e.g., budgeting, tax planning, etc.).
2. Services Needed
What specific services are you looking for? Select from the list below, or specify if you need something custom:
Bookkeeping (monthly tracking of income and expenses)
Financial Reporting (Income Statement, Balance Sheet, Cash Flow, etc.)
Tax Planning & Filing (filing tax returns and providing tax-saving strategies)
Cash Flow Analysis (assessing the movement of cash in and out of your business)
Financial Forecasting (predicting future financial trends for growth or investment)
Budget Creation (helping you create and stick to a financial budget)
Business Strategy Consulting (providing financial insights to help grow your business)
Other (Please provide a brief description of any additional services needed)
3. Financial Data & Documentation
To get started, please provide the necessary documents for accurate and efficient service delivery. The types of documents you may need to share include:
Bank statements (for the last 3-6 months)
Invoices (if applicable)
Previous financial reports (e.g., past income statements, balance sheets)
Tax returns (for tax planning or filing)
Accounting software access (if you use QuickBooks, Xero, etc.)
Expense receipts (if needed for categorization)
Please ensure the data is clear and accessible. If you have specific preferences or formats, let me know, and I’ll adjust accordingly.
4. Frequency of Services
How often do you require updates and services? Please specify:
One-time task (e.g., tax filing, one-time financial report creation)
Monthly (e.g., monthly bookkeeping, financial reporting)
Quarterly (e.g., quarte
Booking
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FAQ
1. What types of businesses do you work with?
I work with businesses of all sizes, from startups and small businesses to large enterprises. I tailor my services to meet the specific needs of your business.
2. What financial reports do you provide?
I provide key reports such as Income Statements, Balance Sheets, Cash Flow Statements, and other custom financial reports based on your needs.
3. Do you handle both personal and business finances?
Yes, I handle both personal and business finances, including tax filing and financial planning for individuals or business owners.
4. How often will I receive updates on my financial status?
You will receive regular updates based on your needs, whether it's monthly, quarterly, or custom reporting.
5. Can you help with tax filing and planning?
Yes, I can assist with both tax planning and tax filing, ensuring you save money and stay compliant with local tax laws.
6. Do you offer unlimited revisions?
Yes, I offer unlimited revisions until you are fully satisfied with the final results.
7. Can I contact you for custom financial services?
Absolutely! Feel free to reach out with any custom requests or specific financial tasks you need assistance with.
8. Will you help me set a financial budget?
Yes, I will create a tailored budget to help you manage your expenses and reach your financial goals.
9. Do you offer financial forecasting?
Yes, I provide financial forecasting to help you predict and plan for future cash flow and business growth.
10. When do you charge for your services?
I only charge once you're completely satisfied with the work. I ensure everything is to your liking before proceeding with payment.
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