You will get a presentable, digestible set of management accounts
Project details
What’s included in your monthly subscription with me at Cooper Financials:
• Weekly bookkeeping
• Monthly management accounts (think sales forecasts, expense comparisons, etc)
• Monthly payroll
• Quarterly VAT
• Unlimited financial advise (through WhatsApp, emails, or phone calls)
• Annual tax return
I have experience with lots of companies all over the UK. I work especially well with agency owners and other service based B2B companies. Generally, I’ll use Xero, however I do have a couple of clients on Quickbooks, Quickfile and Freeagent.
A little bit about my relevant experience:
• 7+ years of experience in accounting
• Helped over 250 small businesses in the UK, US, Singapore and Canada
• Part-qualified Financial Advisor
• Business degree from Sauder School of Business
• Silver Xero Partner
• Weekly bookkeeping
• Monthly management accounts (think sales forecasts, expense comparisons, etc)
• Monthly payroll
• Quarterly VAT
• Unlimited financial advise (through WhatsApp, emails, or phone calls)
• Annual tax return
I have experience with lots of companies all over the UK. I work especially well with agency owners and other service based B2B companies. Generally, I’ll use Xero, however I do have a couple of clients on Quickbooks, Quickfile and Freeagent.
A little bit about my relevant experience:
• 7+ years of experience in accounting
• Helped over 250 small businesses in the UK, US, Singapore and Canada
• Part-qualified Financial Advisor
• Business degree from Sauder School of Business
• Silver Xero Partner
Project Type
Data Entry, Ecommerce Management, OtherWhat's included
| Service Tiers |
Starter
$250
|
Standard
$438
|
Advanced
$627
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 2 | 3 | 4 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100Frequently asked questions
16 reviews
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This project doesn't have any reviews.
MH
Matt H.
May 11, 2023
UK accountant for self-assessment
Ellie is super efficient and helpful. She handled my self-assessment and offered excellent advice.
MS
Muzammil S.
Feb 22, 2023
SaaS - Accounting Software/Data Migration/Data Conversion - Content Writer
Good communication skills, however, we did feel the content was just ok for the price we paid. I hope she works out well for others as she was super professional, just maybe not the best fit for us.
JS
James S.
Dec 27, 2022
very tiny company tax return
CC
Corisande C.
Dec 6, 2021
Self Assessment & Company Return
TM
Tim M.
Aug 6, 2021
Penn Foster - Educational Content Writer (Canadian Bookkeeping Program)
Ellie did an excellent job in this project. She was professional and completed this project in a timely manner. Penn Foster would definitely rehire or recommend her for a similar project.
About Ellie
Expert Accountant - Cloud Accounting Software Pro
100%
Job Success
Cheltenham, United Kingdom - 3:54 am local time
• 100% of UK covered
• 7+ years experience in accounting
• Business degree from the University of British Columbia, Sauder School of Business
• Up to date on new tax regulations, bookkeeping standards and business laws
• Part-Qualified Financial Advisor
• Xero Silver Partner
I help with your day-to-day bookkeeping, monthly reports, payroll, VAT filing, and annual accounts. But more than that, I work together with you to create monthly management accounts that allow you to really delve into the data of your business and make educated financial decisions.
From pointing out unnecessary software expenditure to helping you file for a new business loan, I am as invested in your companies growth as you are.
You should have the clarity to focus on what matters most in your business. Financial stress shouldn’t get in the way of your growth.
I work on a subscription basis - monthly, quarterly or annually. If this suits, drop me a message!
Steps for completing your project
After purchasing the project, send requirements so Ellie can start the project.
Delivery time starts when Ellie receives requirements from you.
Ellie works on your project following the steps below.
Revisions may occur after the delivery date.
General Bookkeeping
Kick Off Call
To see what you are most interested in seeing in your management accounts