You will get Bookkeeping, Accounts Receivable, and Client Resolution


Project details
Financial, Bookkeeping & Data Analysis
• Bookkeeping for small businesses, including daily sales tracking, income statements, cash flow, COGS analysis, and financial reporting.
• Proficient in QuickBooks, POS systems, Excel, and other accounting software.
• Data analysis and reporting for business and financial decision-making.
• Knowledge of accounting principles and financial compliance, preparing for CPA certification.
• Bookkeeping for small businesses, including daily sales tracking, income statements, cash flow, COGS analysis, and financial reporting.
• Proficient in QuickBooks, POS systems, Excel, and other accounting software.
• Data analysis and reporting for business and financial decision-making.
• Knowledge of accounting principles and financial compliance, preparing for CPA certification.
Industry
Business, Consumer Goods, Ecommerce, Financial Services/Banking, Legal, Logistics & Supply Chain Management, Technology & InternetPlatform
OtherLanguage
EnglishWhat's included
| Service Tiers |
Starter
$900
|
Standard
$1,300
|
Advanced
$1,750
|
|---|---|---|---|
| Delivery Time | 7 days | 7 days | 7 days |
Management Duration (Days) | 30 | 30 | 30 |
Inventory Management | |||
Order Management | |||
Customer Assistance | - | ||
Payment Processing | - | - | |
Product Offers & Promotions | - | - | |
Reporting |
About Taherra
Paralegal | Bookkeeping & Legal Research-CPA Candidate 06'
100%
Job Success
Rockaway, United States - 9:39 pm local time
A MBA in International Business with a concentration in Finance. Currently a CPA Exam Candidate (January 2026) with a strong background in company risk and compliance, equipped to provide financial insights, bookkeeping services, and analytical reporting to legal and small business clients.
• Case financials and bookkeeping for law firms and small business
• Risk Management and Compliance Reports
• Legal research & document preparation
• Independent medical record review coordination
• Administrative support for small businesses and entrepreneurs
• QuickBooks, POS systems, and data analysis
SKILLS & EXPERTISE
Legal Research & Investigations
• Conduct thorough research on defendants, corporations, and public/private entities.
• Proficient in LexisNexis, Westlaw, and PACER for legal research.
Legal Document Preparation
• Draft and file state pleadings and legal motions with precision.
• Experienced in using Microsoft Word and Clio for document preparation and case management.
Case Development & Medical Research
• Retrieve and review medical journals, articles, and textbooks to support litigation.
• Familiar with EndNote, Zotero, and Mendeley for organizing and managing references.
• Conduct systematic reviews of medical studies and articles, contributing to effective case strategies.
• Skilled in using PubMed and Google Scholar for medical literature research.
Collaboration with Experts
• Direct interaction with medical and technical experts, such as physicians, engineers, and economists.
• Proficient in using Zoom and Microsoft Teams for virtual consultations.
Medical Data & Studies
• Collect medical literature on relevant medical topics and trends to provide insights that support case outcomes.
Financial, Bookkeeping & Data Analysis
• Bookkeeping for small businesses, including daily sales tracking, income statements, cash flow, COGS analysis, and financial reporting.
• Proficient in QuickBooks, POS systems, Excel, and other accounting software.
• Data analysis and reporting for business and financial decision-making.
• Knowledge of accounting principles and financial compliance, preparing for CPA certification.
SOFTWARE PROFICIENCY
Accounting & Bookkeeping: QuickBooks, POS Systems, Excel, Financial Reporting Tools
Legal Research & Case Management: LexisNexis, Westlaw, PACER, Clio, Microsoft Word
Medical Research & Analysis: SPSS, SAS, Excel, PubMed, Google Scholar, EndNote, Zotero, Mendeley, R, STATA
Collaboration & Communication: Zoom, Microsoft Teams, Microsoft Outlook, Doodle
Presentation & Design: Microsoft PowerPoint, Canva
Steps for completing your project
After purchasing the project, send requirements so Taherra can start the project.
Delivery time starts when Taherra receives requirements from you.
Taherra works on your project following the steps below.
Revisions may occur after the delivery date.
Step One
Provides account information
Step Two
Analyze data, calculate finances, create financial statements