I have a business that operates with a system called Mindbody. It runs reports with two clicks. All you have to do is log in. The problem is I don't do it as often as I should so I want someone who will log in weekly and give me a report summary. There are currently 4 locations and two more added by the end of summer. Its very simple. Honestly will take 15 min each week.
In addition I need someone to:
A) Go back through my credit cards ( mostly 2, but one I have used just a hand full of times), Paypal, amazon, Chase business account and Wells fargo. I need a detailed list of my expenses to give to accountant for taxes. Going back about a year. You will need to ask me questions about some expenses I am anticipating, most of it is self explanatory.
B) Set me up with an app/ and system to scan receipts going forward that you can use to file and keep track of all of my business and personal expenses. I want it ultimately to be relayed to me in a simple straight forward, streamlined report every month and to have a very detailed report available if needed from IRS or accountant, investors.
C) A monthly profit and loss statement delivered by the 5th of each month.