You will get a customize Accounting SOP to maintain efficiency & quality in workflow
Project details
You will get the customized SOP which helps you to streamline your accounting workflow to increase the efficiency of your employees and avoid any errors. It'll also help to have a streamlined and consistent working style.
Language
English, HindiBusiness Type
Small BusinessPlan Format
PDFPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$70
|
Standard
$150
|
Advanced
$200
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 2 |
Executive Summary | - | - | - |
Company Description | |||
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | - | - | - |
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $400
Additional Revision
+$20About Sanjay
Virtual Accountant & Trainer | Xero, QBO, ERP | 8 years experience
New Delhi, India - 4:46 am local time
- More than 8 years of experience in Book-keeping & Accounting, which include
- New setup or existing books.
- Multiple accounting software
Cloud: QB, XERO, FreshBooks, Wave, Sage, Zoho or MYOB.
ERP: SAP (FICO), Business One, Acumatica, Evatic, Oracle etc.
- Switch/transition from one software to another.
- Easy guidance on accounting procedures and processes to find bottlenecks.
- Interactive and positive work approach to provide solutions.
Step 2: how I can help you with your project.
- Accurate & clean record of your transactions for tax-ready financials
- clean paper trail with supporting documentation
- timely payment of your bills.
- For number accuracy, reconciliation of banks, cards & payment gateways
- Customize MIS reports for easy understanding of the numbers and gain actionable insights
Step 3: Help you choose the rights add on applications to integrate with your software and streamline your processes.
Step 4: Work with you to forecast your cash and be prepared for upcoming cash needs
Step 5. Teach you what you need to know as a small business owner about Online accounting.
I've worked with clients from a variety of industries in my employment, but I'm especially good at:
1. E-Commerce
Clients include: E-course Sellers, Subscription Services, Retail Sellers, Amazon Sellers
Tech Stacks: Shopify, Paypal, Stripe, EziDebit.
2. Professional Services
Clients Include Fashion Industry, Lawyers, LinkedIn experts, Startup Founders, and IT Consultants.
Tech Stacks: Bill.com, ADP (payroll)
How it works in 3 easy steps:
1. Add me as an Accountant user to your Online accounting software.
2. Set up view-only access to your bank, credit card, and loan statements
3. I get your bookkeeping caught up, cleaned up, and kept up, so you don’t have to worry!
You can find a detailed step-by-step guide in my Portfolio.
My Qualifications
- I have been working with Xero & QuickBooks since 2018 and have the certification in
QuickBooks Online.
- I graduated with Bachelor in Commerce from the University of Delhi
- I earned my CMA-Intermediate in 2012 from The Institute of Cost Accountants of India
Here's what I want you to do next:
You're interested in having an expert bookkeeper to give you peace of mind and take bookkeeping off your plate.
The next step is to send me a message to start a conversation about your project and your needs.
Don't worry - there's no obligation, and the goal is to see if we are a good fit to work on your project together. At the very least, you'll get my input on your bookkeeping situation.
If we are a good fit, you'll get tax-ready, accurate, and timely financials prepared by an expert you can rely on.
Please send me a message, and let's chat!
Steps for completing your project
After purchasing the project, send requirements so Sanjay can start the project.
Delivery time starts when Sanjay receives requirements from you.
Sanjay works on your project following the steps below.
Revisions may occur after the delivery date.
Submission
1. Share your requirement 2. Have a quick discussion over the video call. 3. Get your customized SOP.