You will get Sales Contract Data Extraction and Process Set Up
Project details
Getting your data out of your PDF's into a quick and clean spreadsheet to work with will give you the basis for a lot of your other business reporting.
Purpose
BusinessIndustry
Business Services & Consulting, Financial Services, LegalLanguage
EnglishWhat's included
| Service Tiers |
Starter
$250
|
Standard
$550
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 5 | 5 | 5 |
Number of Hours of Work | 20 | 40 | 80 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | |||
Travel Planning | - | - | - |
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SC
Sami C.
Oct 21, 2024
🚀 Xero.com bookkeeping expert for SaaS startup
NB
Neal B.
Aug 22, 2024
30 minute consultation
About Scott
Fractional Head of Finance and Accountant
80%
Job Success
Barcelona, Spain - 7:19 pm local time
1. Establish what is on fire the most first - this is generally accounts receivable and out of control spending
2. Put strong guard rails in place for AR to get cash in bank as fast as possible
3. Identify and dial back spend that isn't helping the business grow - this is usually software cost that has gotten out of control and poor credit card controls being in place
4. Review the state that the accounts are in and get them up to date to be a reliable source of information
5. Put in month end processes to keep accounts up to date
6. Put a financial plan in place with cashflow forecast, budgets and a regular reporting cadence for senior leaders
7. Advice on what can be done in the business to get to cashflow positive
8. Take charge of implementing the financial strategy to get there
I do this in conjunction with an offshore team of bookkeepers (included in my cost). I have trained and grown over the last decade. I bring my business experience and advice while having them implement the grunt work under my supervision.
My experience includes but is not limited to:
- Setting up finance tech stacks - Xero, QuickBooks, Gusto, Reporting
- Setting up your financial reporting, working with sales and marketing teams on their reporting
- Bookkeeping and general accounting
- Tax compliance - focus on US, UK and Australia
- Revenue recognition
- Cashflow forecasting, financial planning
- SaaS financial metrics reporting
- Due diligence
- Setting up financial business ops and legal ops
In my past roles I have led raises for over $10M and led financial and legal due diligence for a company throughout a $40M acquisition.
I'm currently taking on fractional positions with the help of my offshore team.
Steps for completing your project
After purchasing the project, send requirements so Scott can start the project.
Delivery time starts when Scott receives requirements from you.
Scott works on your project following the steps below.
Revisions may occur after the delivery date.
Provide me with a list of the data you'd like extracted from each contract.
For example Start Date, End Date, Name of Signatory. These will be the column headers in the file that is provided back to you.