You will get Cleanup and Catchup of QuickBooks Online books and records
Project details
If your financial recordkeeping is behind, I will bring your books up-to-date.
Per Slide 2 attached, rates shown are estimates.
We can discuss your specific needs to determine the pricing that makes sense for your project.
Per Slide 2 attached, rates shown are estimates.
We can discuss your specific needs to determine the pricing that makes sense for your project.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$375
|
Standard
$825
|
Advanced
$1,275
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 2 | 4 | 6 |
About Peter
Advanced QuickBooks Pro Advisor / Quickbooks Payroll Pro Advisor / CPB
Corinth, United States - 4:47 am local time
I have extensive experience helping small and medium size businesses solve problems.
As a former Big 5 CPA and small business owner, I understand that cash flow is “king”.
I am an Advanced QuickBooks Online Pro Adviser and former Intuit bookkeeping expert with more than 20 years experience in bookkeeping, accounting, financial analysis and financial reporting.
Before starting any work, I make sure that I understand the key deliverables of the assignment.
I then confirm my understanding of the assignment with the client prior to commencement of work.
As your virtual bookkeeper, I enable you to become more productive.
My key offerings include, but are not limited to:
1) QuickBooks Online Setup:
I set up your chart of accounts and connect bank and credit card accounts.
2) Monthly bookkeeping:
I will categorize and reconcile your accounts and prepare your financial statements.
3) Budgets and Forecasts:
I possess expertise in annual budgeting and interim forecasting. My focus is on maximizing your
results of operations, cash flow, and financial position. I will take the time to ensure you understand
critical variances from both budget and forecast.
4) Bookkeeping Cleanup:
I tailor the scope of the assignment to the length and complexity of the
cleanup work that is required.
5) Monthly reporting:
You will receive key reports each month with my commentary. We will meet to discuss your results of operations to assure that you understand such results. I will provide you recommendations as appropriate.
Certifications:
Certified Advanced QuickBooks Online Pro Advisor
Certified Public Bookkeeper (CPB)
Certified Public Accountant (CPA)
Steps for completing your project
After purchasing the project, send requirements so Peter can start the project.
Delivery time starts when Peter receives requirements from you.
Peter works on your project following the steps below.
Revisions may occur after the delivery date.
Discussion of QuickBooks Online Cleanup Requirements
Discussion of QuickBooks Online Cleanup Requirements