You will get a full clean up and reconciliation of your books and accounting software

Bridget L.
Bridget L. Bridget L.
5.0
Top Rated

Let a pro handle the details

Buy Business Consulting services from Bridget, priced and ready to go.

You will get a full clean up and reconciliation of your books and accounting software

Bridget L.
Bridget L. Bridget L.
5.0
Top Rated

Select service tier

Small Business Package

3-5 Bank accounts or <1 year of clean up

  • Delivery Time 5 days
  • Live Consultation (Minutes) 30
5 days delivery — Jun 28, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Bridget gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Business Consulting services from Bridget, priced and ready to go.

Project details

For business owners who have not been able to keep up with or track their finances and feel like they are scrambling to get the books for tax season, I can work alongside you and your team to clean up and reconcile those accounts quickly and with accuracy. I will work with your existing accounting software of choice (or help you with setting up your new software) and your bank statements for whichever period of time we need to work with. It is my job then to enter or cross reference the transactions in the bank with those in the accounting software to make sure everything is present. We can work together on a chart of accounts that encompasses all of the broad expenditures and add more specified gl codes for those frequent transactions that you want reported on your financial statements. I will create a shareable document that lists any missing or unidentifiable transactions and work with you to figure out where to allocate those funds. The final stage with be to reconcile your accounting software entries against your bank statements and move forward with accurate financial records and clean processes for future business success!
Industry
Ecommerce, Financial Services, Real Estate
What's included
Service Tiers Starter
$250
Standard
$650
Advanced
$1,200
Delivery Time 5 days 14 days 30 days
Live Consultation (Minutes)
306060
5.0
1 review
100% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Quality
5.0
Cooperation
5.0
Communication
5.0

MS

MIchael S.
5.00
Sep 13, 2022
Buildium assistance for Property Management Company Very helpful and easy to communicate with, organized, detail oriented. Thank you! :)
Bridget L.

About Bridget

Bridget L.
Property Management Bookkeeper and Consultant
100% Job Success
5.0  (1 review)
Philadelphia, United States - 4:40 am local time
Buildium | Appfolio | Quickbooks | Financial Reporting | Financial Analysis | Statistical Analysis | Client Relations | Bookkeeping | Strategic Planning | Financial Forecasting | Real Estate

I am professional bookkeeper, financial manager and real estate agent. I have spent the past year as financial manager for a mid sized and rapidly growing property management company.

My primary software experience is with Buildium, Quickbooks, and Appfolio. I specialize in account clean up and reconciliation projects. At my last role, I processed an average of $3000 a day of account payable invoices and $5,000 of receivables. I reconciled 8 bank accounts daily with 10-50 transactions per day. I was responsible for issuing 541 clients and vendors a 1099 tax form for the 2021 tax year.

Additionally, I have extensive experience with data analysis and KPI tracking for the growth and development of a small to mid sized company. Excel is a program I feel very comfortable with in order to produce efficient and accurate financial records.

Steps for completing your project

After purchasing the project, send requirements so Bridget can start the project.

Delivery time starts when Bridget receives requirements from you.

Bridget works on your project following the steps below.

Revisions may occur after the delivery date.

Consultation

Discuss size and scope of business and accounting needs

Delivery of Financials

Provide bank statements and access to accounting software (with any personal information blurred or removed to ensure privacy and safety)

Review the work, release payment, and leave feedback to Bridget.