You will get Weekly Transaction Entry and Essential Account Reconciliation Service
Project details
This focused Financial Flow package is your solution for achieving peace of mind and clean financial records without the commitment of a high-cost CPA or full-service firm. For a fixed monthly investment, you receive consistent weekly maintenance, including secure data import, precise expense categorization, and guaranteed bank reconciliation across your two primary accounts. My structured, step-by-step process assures your books are always accurate, audit-ready, and provide the reliable financial foundation you need to make smart business decisions.
What's included $425
These options are included with the project scope.
$425
- Delivery Time 30 days
- Number of Revisions Unlimited
Optional add-ons
You can add these on the next page.
Additional Hour
+$45About Carmen
Virtual Assistant
Katy, United States - 9:21 pm local time
Seeking to leverage technical aptitude and self-management skills to provide exceptional remote administrative support.
Steps for completing your project
After purchasing the project, send requirements so Carmen can start the project.
Delivery time starts when Carmen receives requirements from you.
Carmen works on your project following the steps below.
Revisions may occur after the delivery date.
Secure Onboarding and Access
I start with a secure onboarding call where you grant access to your accounting software (e.g., QuickBooks, Xero). All credentials are kept safe using secure password managers.
Weekly Data Import and Review
I connect to the two designated bank/credit card accounts to import and review all new transactions. This ensures no item is missed and handles data in small, manageable batches.