Too busy for books? I got you.
Bookkeeping Experience & Expertise
Highly Organized, Accurate & Efficient
Tech-savvy with All Bookkeeping Tools
I've prepared skimmable list of TASKS and ROLES clients usually HIRE ME for:
INITIAL SETUP
-Setup of Accounts
DAILY TRASNACTION MANAGEMENT
-Record and Categorize income and expenses
-Maintain complete documentation
CASH OUTFLOW
-Create Invoice
-Records Payments
-Follow up on outstanding balances
RECONCILIATION & ACCURACY
-Bank & Credit Card accounts reconciliation
FINANCIAL REPORTING
-Prepare Profit & Loss
-Balance Sheet
-Cash Flow summary
CONSTRUCTION SUPPORT
-Track project-related expenses and vendor payments
-Support job cost monitoring
SPECIAL PROJECTS
-Historical Cleanup
-Inventory Management
-Custom Financial Report
TOOLS / APPS I USE TO SCALE BUSINESS:
ACCOUNTING TOOLS
-Xero, Quickbooks, -----------, Dext, Easy Expense
BANK, CREDIT CARD ACCOUNTS & PAYMENT GATEWAYS
-AmEX, Paypal, Stripe, Braintree and more!
CONSTRUCTION TOOLS
-Buildern, Jobtread, Buildertrend
COMMUNCATION TOOLS
-Slack, Teams, Skype, Whatsapp, Telegram, -----------, Outlook
ADMIN TASK PRODUCTIVITY
-Word, Excel, Powerpoint, Sheet, Docs, Slide, Gmail, Drive, Meet, Calendar
VIDEO COMMUNICATION PlATFORMS
-Zoom, Loom, Calendly
PROJECT MANAGEMENT TOOLS
-Notion, Trello, Asana, Padlet, -----------
MISCELLANEOUS
-Chatgpt, Canva, Grok and other AI Tools.
Clean books. Clear numbers. Smart decisions.
Message me today and let’s take control of your finances.
Best,
Alex
