You will get monthly bookkeeping to include: account reconciliation, financial statement
Project details
Starter: Small Business Reconciliations/Reporting (1 account and Up to 125 transactions/month)
Small Business Reconciliations/Reporting Plus (2 to 4 accounts – up to 250 transactions per account/month)
Small Business Reconciliations/Reporting Advanced (4 to 6 accounts up to 250 transactions per account/month)
Small Business Reconciliations/Reporting Plus (2 to 4 accounts – up to 250 transactions per account/month)
Small Business Reconciliations/Reporting Advanced (4 to 6 accounts up to 250 transactions per account/month)
What's included
| Service Tiers |
Starter
$300
|
Standard
$450
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Formatting & Clean Up | - | - | - |
Graph & Table Creation | - | - | - |
Frequently asked questions
About Eric
Quickbooks Certified
Grand Ledge, United States - 7:26 am local time
If "YES", let's discuss first!
I'm a professional accountant with 10+ years of experience in handling accounting/ bookkeeping for many businesses. I have a great entrepreneurial mindset to assist in solving problems in your business. I have the capabilities to handle Payroll, accounting, bookkeeping, Account Receivables, Accounts Payables, financial reporting, sales taxes, tax preparation.
I own and run a Bookkeeping agency named " E Williams Bookkeeping" where I work independently to satisfy the client's requirements and meet deadlines.
Key Industry I worked:
During the tenure of my engagement with different companies in my career, I have worked for different business categories including but not limited to the following.
1) Real Estates & Property Management
2) Manufacturing & wholesale
3) Retail Industries
4) Service Industries (Landscaping, Design firm, etc)
5) Transportation & Shipping
6) Marketing Companies/ Marketing Agency
7) E-commerce (Amazon, eBay, Alibaba & Shopify)
8) CPA Firms
and many more…..
Accounting software expertise I have:
QBD, QBO, Excel, CS Accounting as well as others.
Tools and Technology I use:
Adobe, Dropbox, Gdrive, Microsoft Office
Here is my strategy and it's very simple...
a) Talk to me via Upwork
b) I will explain what things are needed to get started.
c) Weekly required hours can be determined through discussion to reach mutual consent.
d) Review and Discussion on the job in progress
e) Submission of Reporting requirements.
f) Follow up & Status Call.
So whether you're on the start-up stage of your business or if your business is increasing fast to achieve your business goals and/ want to save you time for managing & focusing on your other business "stuff", please feel free to message me and/ or...
INVITE ME TO YOUR JOB!!!
I try to respond to every request and looking forward to meeting you
Steps for completing your project
After purchasing the project, send requirements so Eric can start the project.
Delivery time starts when Eric receives requirements from you.
Eric works on your project following the steps below.
Revisions may occur after the delivery date.
Account Reconciliation
• Reconcile bank accounts • Reconcile credit card accounts • Reconcile electronic transactions into QuickBooks
Monthly financials
• Balance Sheet • Profit & Loss • General Ledger • Statement of Cash Flows