PEX Accounting

"Driving Excellence by Streamlining Finances with Process and Performance

Overview

Welcome to Pex Management Consulting! We provide top-tier financial management services, supported by a team of ACCA/CPA-certified professionals with over 10 years of bookkeeping experience. We specialize in helping both start-ups and established businesses by catching up, cleaning up, and maintaining their financial records to ensure efficiency, accuracy, and compliance. Account Cleanup Services: Transaction Categorization & Reconciliation: Accurate transaction management. AR & AP Review: Effective management of receivables and payables. Financial Statements: Comprehensive preparation and analysis. Error Correction: Identifying and correcting financial record errors. Historical Data Cleanup: Bringing financial records up to date. Financial Reporting: Detailed reports for informed decision-making. Training & Support: Guidance on efficient financial management. Tax Preparation & Planning: Compliance and tax optimization. Bookkeeping Services: AP/AR Management: Efficient billing, deposits, and categorization. Chart of Accounts Setup: Custom-tailored accounts. Invoicing & Reconciliation: Managing invoices and ensuring accuracy. Transaction Management & Recording: Keeping financial data current. Payroll Processing: Accurate and timely payroll management. Administrative Management: Handling essential business tasks. Financial Management Services: Budgeting & Forecasting: Detailed financial planning. Cash Flow Management: Ensuring financial stability. Expense Tracking: Identifying cost-saving opportunities. Financial Reporting & Analysis: Providing business insights. Tax Preparation & Planning: Reducing tax liabilities. Business Management: SOP Documentation & Process Manuals: Detailed procedures for consistency. Flowcharts & GAP Analysis: Simplifying processes and identifying improvements. Technical Reports & Business Presentations: In-depth insights and stakeholder alignment. Business Advisory: Feasibility Analysis & Business Planning: Assessing viability and crafting detailed plans. Financial Planning & Investor Presentations: Robust strategies for growth and investment. At Pex management Consulting, we are committed to supporting your business’s success through comprehensive financial management and strategic advisory services. Let’s work together to build a stronger financial foundation for your business!

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Services

Accounting & Bookkeeping

ACCOUNT CLEANUP/CATCH-UP SERVICES: Categorize & Reconcile Transactions Review AR/AP Prepare & Analyze Financial Statements Detect & Correct Errors Cleanup Historical Data Financial Reporting Training & Support Tax Prep & Planning

Other - Accounting & Consulting
Financial Planning

Skills

Bank Reconciliation
Bookkeeping
QuickBooks Online
Wave Accounting
Xero
Balance Sheet
Cash Flow Statement
Income Statement
Budget Management
QuickBooks Enterprise
91% Job Success

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Upwork activity

Hourly rate

$6.50 - $10.00

Total earned

$3K+

Total hours

394

Total jobs

15

Member since

Aug 14, 2024

Company information

Agency size

11-50 workers

Client focus

Medium business

Very small business

Small business