You will get a Cloud accounting setup on Xero/QuIckBooks Online
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Project details
You will get the following Deliverables:
• Setup Cloud Accounting Package (Xero/ QBO)
-CRM (Customers, Suppliers & Other contacts)
-Chart of Accounts
-Accounts Receivable (Invoices)
-Accounts Payable (Bills)
-Bank feeds & Reconciliation
-Journal entries
• Reporting Setup (P&L. Balance Sheet, Cashflow, Age Payable, Age Receivable)
• Training/Support (3 x 1 Hour sessions)
• Setup Cloud Accounting Package (Xero/ QBO)
-CRM (Customers, Suppliers & Other contacts)
-Chart of Accounts
-Accounts Receivable (Invoices)
-Accounts Payable (Bills)
-Bank feeds & Reconciliation
-Journal entries
• Reporting Setup (P&L. Balance Sheet, Cashflow, Age Payable, Age Receivable)
• Training/Support (3 x 1 Hour sessions)
What's included
| Service Tiers |
Starter
$299
|
Standard
$599
|
Advanced
$999
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 14 days |
Number of Hours of Work | 12 | 25 | 40 |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
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About Marlon Thimothy
Fractional CFO for Agencies | Xero & QuickBooks Expert | KPI Dashboard
100%
Job Success
Colombo, Sri Lanka - 6:57 am local time
With over 10 years of experience in accounting and finance, I have supported over 50 clients globally in maintaining reliable financial records, improving processes, and strengthening financial reporting.
My work covers both day-to-day financial operations and financial planning, ensuring that businesses have accurate data, structured systems, and consistent reporting in place.
Services include:
Bookkeeping and account cleanup
Bank and credit card reconciliations
Accounts receivable and payable
Payroll processing
Financial reporting and management accounts
Budgeting and forecasting
Cash flow monitoring and analysis
System setup, migration, and optimization
Process improvement and automation
Systems experience includes:
Work across cloud-based accounting and financial systems such as Xero, QuickBooks Online, and other enterprise platforms, along with experience supporting integrations with payment, payroll, and operational systems.
Experience:
Experience includes working with businesses across the USA, Canada, Australia, the UK, and other regions, supporting consistent financial reporting and operational processes.
Background includes working with development and service-based agencies, implementing structured financial processes and improving reporting visibility.
Credentials:
Associate Member of CIMA (UK)
Chartered Global Management Accountant (AICPA)
Certified in Xero and QuickBooks
Steps for completing your project
After purchasing the project, send requirements so Marlon Thimothy can start the project.
Delivery time starts when Marlon Thimothy receives requirements from you.
Marlon Thimothy works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Call
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