You will get Bookkeeping System Streamlining | Automate & Simplify Your Finances
Rising Talent
Rising Talent
Project details
Are your books messy, time-consuming, or inconsistent?
I help small businesses streamline their bookkeeping systems so everything runs smoothly, efficiently, and with minimal manual effort. With over 14 years experience in finance, I specialise in:
• Cleaning up disorganised records
• Simplifying processes
• Reducing time spent on admin
• Creating clear, repeatable systems
What I can help with:
• Bookkeeping clean-up and reorganisation
• Fixing miscategorised transactions
• Bank reconciliation issues
• Setting up efficient workflows
• Preparing your books for your accountant
• Reducing manual data entry
Software experience:
Xero | Sage50 | QuickFile | FreshBooks | Excel | Oracle | Microsoft Dynamics 365
Why work with me:
• Calm, consistent, and detail-focused approach
• Experience handling high volumes monthly
• Clear communication and simple processes
• UK-based and familiar with UK systems
I help small businesses streamline their bookkeeping systems so everything runs smoothly, efficiently, and with minimal manual effort. With over 14 years experience in finance, I specialise in:
• Cleaning up disorganised records
• Simplifying processes
• Reducing time spent on admin
• Creating clear, repeatable systems
What I can help with:
• Bookkeeping clean-up and reorganisation
• Fixing miscategorised transactions
• Bank reconciliation issues
• Setting up efficient workflows
• Preparing your books for your accountant
• Reducing manual data entry
Software experience:
Xero | Sage50 | QuickFile | FreshBooks | Excel | Oracle | Microsoft Dynamics 365
Why work with me:
• Calm, consistent, and detail-focused approach
• Experience handling high volumes monthly
• Clear communication and simple processes
• UK-based and familiar with UK systems
Project Type
Data Entry, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$100
|
Standard
$250
|
Advanced
$350
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$40Frequently asked questions
1 review
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KN
Kevin N.
Apr 1, 2026
FreshBooks Organization and Management
I am very satisfied with the overall experience. Rebecca was attentive throughout, quick to jump on calls as needed, and efficient in resolving the issues I faced. Communication was clear and proactive. I’d be happy to work with her again.
About Rebecca
Bookkeeper | Xero Support | Bank Reconciliations | Expense Tracking
Sheffield, United Kingdom - 9:39 pm local time
With 14 years of finance experience, I support businesses with day-to-day bookkeeping tasks including transaction processing, bank reconciliations, expense categorisation, spreadsheet management, and financial data organisation. I work with businesses that need dependable support maintaining clear records ready for accountants and HMRC reporting.
I understand that many business owners are busy running their business and simply need someone reliable to keep their bookkeeping under control. I take a calm, practical, and detail-focused approach while maintaining confidentiality and clear communication throughout.
Services I offer:• Bookkeeping support• Bank reconciliations• Expense categorisation• Financial data entry• Spreadsheet reporting and organisation• Receipt matching• Accounts tidy-up and maintenance• Preparing records for accountants• Self Assessment preparation support
Software experience:• Xero• QuickFile• Sage 50• FreshBooks• Microsoft Excel• Oracle Financials• Microsoft Dynamics (E-Vision)
Why clients work with me:• 14 years’ finance experience• Accurate and organised work• Reliable communication and turnaround• Confidential handling of financial information• Flexible support for ongoing or one-off projects
I’m happy to discuss your requirements and help get your records accurate, organised, and up to date.
Steps for completing your project
After purchasing the project, send requirements so Rebecca can start the project.
Delivery time starts when Rebecca receives requirements from you.
Rebecca works on your project following the steps below.
Revisions may occur after the delivery date.
Review
I assess your current bookkeeping setup, including software, transactions, and workflows. I identify errors, inefficiencies, and gaps so we understand exactly what needs improving.
Clean Up
I correct errors, organise transactions, and reconcile key accounts. Your records are structured properly, accurate, and easy to understand, creating a solid foundation.