Here's the link to my Resume: -----------
You can view my Portfolio here:
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My Video Intro:
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Hi, I’m ----------- -----------!
I’m a graduate of Bachelor of Science in Accountancy. I am Certified Bookkeeper and Quickbooks Online ProAdvisor. I am an expert in Cath-up and Clean-up Projoect.
US and AU Clients, I bring solid expertise in:
- Catch-up and Clean-up
- Bank and Credit Card Reconciliation
- Categorize transactions and make Journal Entries
- Preparing Financial Statements (Balance Sheet, Profit & Loss, Cash Flow)
- Financial Statement Analysis, Budgeting and Forecasting
- Recording and analyzing daily financial transactions
- Journal entries and ledgers
- Billing, invoicing, expenses, and bank transfers
- Timesheets and tax preparation
Are you available for a quick call today or tomorrow? Let’s talk!
VIRTUALBOOKKEEPING PROPOSAL
Prepared by: ----------- -----------
1. Executive Summary
Thank you for considering my services to
support your bookkeeping needs. I understand that as a business owner,
maintaining accurate and up-to-date financial records is critical to your
success. I offer reliable and remote bookkeeping solutions to help you save
time, stay compliant, and gain valuable insights into your finances.
With my background in virtual bookkeeping and
experience working with small businesses like yours, I’m confident I can
contribute to the financial clarity and growth of your business.
2. About Me
I am a dedicated and detail-oriented virtual bookkeeper with over 4 years of experience helping small business owners manage their financial records remotely. I specialize in using QuickBooks Online and other cloud-based accounting tools to ensure seamless bookkeeping support.
Key Skills and Tools:
QuickBooks Online (Certified ProAdvisor) Xero, Wave, Zoho Book
Bank Reconciliation & Expense Tracking
Invoicing & Accounts Receivable/Payable
Monthly Reports (P&L, Balance Sheet, Cash Flow)
Google Drive, Slack, Zoom (for collaboration)
3. Services Offered
Based on your needs, I propose the following
services:
- Transaction Categorization & Entry
- Full-cycle Bookkeeping
- Bank & Credit Card Reconciliation
- Invoicing and Billing Support
- Expense Tracking & Vendor Management
- Monthly Financial Statements
- Year-End Tax-Ready Reports
- Ongoing Support and Communication
- Payroll
4. Pricing Options
You may choose the package that best fits your
business size and transaction volume:
Basic Plan – $300/month
Up to 1000 bookkeeping transactions
Monthly reconciliation
Basic reports
Payroll
Standard Plan – $500/month
Up to 2000 bookkeeping transactions
Full-cycle bookkeeping
Financial reports + support
Payroll
Premium Plan – $1,000/month
Unlimited bookkeeping transactions
Full-cycle bookkeeping
Financial Reports
Budgeting, Forecasting and cash flow monitoring
Payroll
Custom packages available upon request.
Discounts may apply for long-term contracts.
5. Working Together
I work 100% remotely and use secure,
cloud-based systems to ensure fast and safe collaboration. All data shared is
kept confidential.
Communication: Email, Slack, Zoom (as needed)
File Sharing: Google Drive, Dropbox, or your preferred method
Bookkeeping Tools: QuickBooks
6. Next Steps
If this proposal aligns with your needs, I’d
be happy to schedule a free consultation call to get started.
Thank you again for the opportunity to be part
of your financial team. I look forward to working with you!
Sincerely,
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Virtual Bookkeeper <8efe80624d780eba0c6493ec45140364>Email: -----------
Contact #: -----------
Portfolio:
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