You will get clean bookkeeping for your small business or property portfolio
Rising Talent
Rising Talent
Project details
Keep your business disciplined and predictable with structured, clean financial systems. This project package is ideal for solopreneurs, service-based businesses, & STR property management companies who are looking to scale their business growth.
What to Expect?
Accounts Receivable Management
• Transaction recording & classification
• Follow-up on outstanding balances
Accounts Payable Management
• Vendor bill entry
• Expense coding
Monthly Reconciliation
• Bank account reconciliation
• Credit card reconciliation
• Balance sheet integrity review
Monthly Financial Reporting
• Profit & Loss
• Balance Sheet
• Cash Flow Statement
• Monthly summary insights (written overview)
Hire me to transform your numbers into structured intelligence that supports scaling, hiring, investing, and expansion.
What to Expect?
Accounts Receivable Management
• Transaction recording & classification
• Follow-up on outstanding balances
Accounts Payable Management
• Vendor bill entry
• Expense coding
Monthly Reconciliation
• Bank account reconciliation
• Credit card reconciliation
• Balance sheet integrity review
Monthly Financial Reporting
• Profit & Loss
• Balance Sheet
• Cash Flow Statement
• Monthly summary insights (written overview)
Hire me to transform your numbers into structured intelligence that supports scaling, hiring, investing, and expansion.
Data Entry Type
Data Cleansing, Error DetectionData Entry Tool
Google Docs, Google Sheets, Microsoft Excel, Microsoft OfficeWhat's included
| Service Tiers |
Starter
$100
|
Standard
$175
|
Advanced
$300
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 29 days |
Number of Hours of Work | 5 | 15 | 35 |
Formatting & Clean Up | |||
Graph & Table Creation |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$30
Professional Invoice Creation & Management
+$100
Vendor Management Tracking
+$75About Alexis
Experienced Certified Bookeeper | Quickbooks Online Clean-Up Expert
New Orleans, United States - 8:38 am local time
Hi, I’m Alexis & I specialize in helping small businesses gain financial clarity to make strategic business decisions for growth!
With confidence & 4+ years of professional real-world experience, I will step in as your bookeeper to maintain your company's A/R, A/P, bank reconciliations, & financial reporting - ideal for tax prep, budgeting, and financial analysis.
If you’re ready to invest in taking the next step towards the growth of your business, DM me to schedule a discovery call!
Steps for completing your project
After purchasing the project, send requirements so Alexis can start the project.
Delivery time starts when Alexis receives requirements from you.
Alexis works on your project following the steps below.
Revisions may occur after the delivery date.
Sign Service Agreement
Before we begin accessing your financial systems or making changes to your QuickBooks account, we formalize expectations, define responsibilities, and ensure compliance and data security. This step protects both your business and ours.
Complete Intake Form
Please review and complete to gather essential information about your business & your specific needs. This step allows us to understand your operations, financial structure, and goals.