You will get a dedicated bookkeeper for retroactive bookkeeping services.
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Top Rated
Project details
This project is for retroactive bookkeeping services for clients using online accounting software with automatic bank feeds. The tiers of this project are based on the volume of work needed to categorize and reconcile the accounts over a set period of months.
Approximate hours needed: 1-3 months/5 hours, 3-6 months/10 hours, 6-12 months/15 hours. This time is estimated to give the client an idea of the package they may need for services.
1. Automatic Bank Feeds: Transactions, including credit card purchases, bill payments, and deposits, will be automatically synced with the online accounting system, eliminating manual data entry.
2. Categorization: Each transaction will be reviewed and categorized according to the client’s business needs. This step ensures that all entries are assigned to the correct account, cost category, or income type.
3. Reconciliation: The transactions posted to the accounting system will be matched with the corresponding bank statement to ensure everything is in balance. Any discrepancies or missing entries will be identified and addressed.
4. Multiple Accounts and Credit Cards: The project will cover up to 5 business accounts and/or credit cards.
Approximate hours needed: 1-3 months/5 hours, 3-6 months/10 hours, 6-12 months/15 hours. This time is estimated to give the client an idea of the package they may need for services.
1. Automatic Bank Feeds: Transactions, including credit card purchases, bill payments, and deposits, will be automatically synced with the online accounting system, eliminating manual data entry.
2. Categorization: Each transaction will be reviewed and categorized according to the client’s business needs. This step ensures that all entries are assigned to the correct account, cost category, or income type.
3. Reconciliation: The transactions posted to the accounting system will be matched with the corresponding bank statement to ensure everything is in balance. Any discrepancies or missing entries will be identified and addressed.
4. Multiple Accounts and Credit Cards: The project will cover up to 5 business accounts and/or credit cards.
Purpose
BusinessIndustry
Business Services & Consulting, Construction, Ecommerce, Government & Public Sector, Logistics & Supply Chain Management, Nonprofit, Real Estate, Religion & Spirituality, Retail & Wholesale, Transportation & AutomotiveLanguage
EnglishWhat's included
| Service Tiers |
Starter
$175
|
Standard
$350
|
Advanced
$525
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 1 | 1 | 1 |
Number of Hours of Work | 5 | 10 | 15 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | |||
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$35
52 reviews
(48)
(3)
(1)
(0)
(0)
MP
Marisol P.
Apr 11, 2023
She worked efficiently and quickly
SM
Suzette M.
May 26, 2021
Laura is amazing! She completed all the work ahead of schedule and shared all the details of what was happening and how to be more efficient. She made the process easy and gave me peace of mind with her expertise!
I strongly recommend her services if you need someone to update your bookkeeping. She's my go-to person from now on!
I strongly recommend her services if you need someone to update your bookkeeping. She's my go-to person from now on!
LM
Laura M.
Feb 4, 2025
You will get a dedicated bookkeeper for retroactive bookkeeping services.
Laura is absolutely amazing! I am new to this process of hiring a bookkeeper for retroactive accounting and she went above and beyond to ensure that I had everything reconciled and completed. I was feeling so overwhelmed with this process until I met her. I really appreciate the extra effort, energy, and time she put in to ensure that I was well taken care of. I would definitely recommend Laura's services to anyone in need of bookkeeping! Her communication was also top notch and always made sure to touch base if she had any pending questions. I would definitely hire her again for my future bookkeeping needs!
MV
Mandi V.
Nov 1, 2024
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Jesse W.
Jul 19, 2024
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BW
Bill W.
Apr 3, 2024
Administrative Assistant
PF
Precision F.
Feb 28, 2024
Rapidly growing outsourced bookkeeping firm is looking for Day to Day Manager & Bookkeeper
Laura is a very diligent, reliable, and hard-working accountant. She shows up on time, completes work, and has a positive attitude. She's been a great asset to our team over the years is very proactive in solving problems. I would highly recommend working with her!
About Laura
Bookkeeping/Project and Office Management
100%
Job Success
Breese, United States - 1:26 pm local time
What I can offer your business:
- Keep a clean paper trail and attach supporting documentation
- A/P and A/R
- Reconcile your bank and credit card accounts
- Payroll Assistance
- Provide assistance in maintaining accurate and efficient processes
- Documentation Management/Organization
- Project Management Procedures
- Bid Processes
- Estimating Assistance
- Purchasing Assistance
- Spreadsheet Assistance
- Payroll/Certified Payroll Assistance
- Invoice Auditing
Steps for completing your project
After purchasing the project, send requirements so Laura can start the project.
Delivery time starts when Laura receives requirements from you.
Laura works on your project following the steps below.
Revisions may occur after the delivery date.
Provide necessary documents
Provide necessary log in information