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You will get a Business Plan Template
Project details
This project is a Business Plan Template only. Depending on each tier, I'm happy to edit the template for you. I am also available for hourly consulting to help you review your business plan or to write the business plan for you.
Language
EnglishBusiness Type
StartupPlan Format
WordPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$50
|
Standard
$100
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Number of Revisions | 0 | 0 | 1 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | - | - | |
Tailored Marketing Plan | - | - | |
Review & Critique | - | - | |
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
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About Matthew
QuickBooks Cleanup + Monthly Close (Books Closed by the 10th Biz Day)
Hoschton, United States - 2:37 pm local time
If you’re dealing with messy books, unreconciled accounts, confusing financials, or you’re behind on bookkeeping, I can get things cleaned up quickly and set a simple monthly process so it stays clean.
What I do best:
• QuickBooks or Digits AI catch-up/catch-forward (multiple months)
• QuickBooks or Digits AI cleanup + balance sheet review (not just recategorizing)
• Bank/credit card reconciliations
• Fixing miscategorized transactions and messy chart of accounts
• A/R + A/P reporting (invoicing/bill pay available as an add-on)
• Monthly financial package (P&L, Balance Sheet, and key insights)
How we’ll start (fast + clear):
-Quick review of your QuickBooks + goals
-Confirm month range + scope
-I propose a fixed-price cleanup (preferred) or hourly plan
-I deliver clean books + a monthly close checklist
Best fit clients:
-Owners who want accurate books and consistent reporting (not $5/hr data entry).
About me:
-$30K+ earned across 55 Upwork jobs (5-star track record)
-Former Finance Director experience; strong balance sheet + reconciliation focus
-Fast, clean monthly close process (target: books closed by 10th business day)
Can't wait to talk about your project,
Matt Powell
Steps for completing your project
After purchasing the project, send requirements so Matthew can start the project.
Delivery time starts when Matthew receives requirements from you.
Matthew works on your project following the steps below.
Revisions may occur after the delivery date.
Client Purchases the Project
I send the template