Current Employment Status:
Hired Part Time on Nov 24, 2020
I know you're having a hard time scaling your Amazon and Shopify business while trying to keep the back end moving. You put up the business to do what you love and not stress on making sure all your number reconciles. Or maybe you did the math but the numbers are not making sense at
I'm here to help if you're experiencing any of the following dilemmas:
You ran the Amazon payout report and noticed it doesn't match with the depositsYou're hitting your target sales but not having enough cashBleeding cash on expenses that's not even essential for your businessYou went out of stock due to unmanaged inventory levelsYou have a lot of cash in the bank but not sure if you're making any profitYour business is growing really fast but you haven't started your bookkeeping yet
Let me assist you to figure out an accounting process that would work for you.I help US-based entrepreneurs set up their Quickbooks, catch up on their bookkeeping, and clean their messy books to ensure that they're making informed business decisions using accurate numbers.
I have created a standard onboarding process for my clients below to ensure smooth engagement and keep the projects on track. This process can be customized based on the client's needs and preferences.
PHASE 1: KNOWING THE CLIENT
Discussion of the current accounting process (month-end checklist)Identify additional requests on top of the current processAudit walkthrough: Identify all company bank accounts Payroll requirements - process, number of employees, local jurisdiction Purchase Order Process Accounts Receivable Process Accounts Payable Process Inventory Management Fixed Asset Schedule Depreciation Schedule Amortization Schedule Approval process and internal control Access request - Quickbooks, and other software Company Legal Structure Contact information of Tax Accountant
PHASE 2: GATHERING OF DOCUMENTS
Bank StatementsCheck LogPayroll JournalMonth End Check ListEmployee Details
PHASE 3: ACTION PLAN AND DELIVERABLES
Once all available documents are collated. I will evaluate the current process and will strategize on the most efficient way to update the books and reconcile the accounts.Identify step by step process of books clean up and account reconciliationSet project timeline and client requirementsSubmission of Deliverables: Balance Sheet Income Statement Monthly Bank Reconciliation
Recommendation on the improvement of the accounting process if needed.
If you're ready for a life free of stress and confusion, message me, and let's start the ball rolling!
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