We're sole trader company but changing over to pty ltd in the coming months

Currently, all our income arrives into one business account, expenses also but have some different cards we use - for example, a card ending in 1234 may be used for Fixed expenses and card 0123 may be used for non-fixed expenses.

We send all our receipts to Receipt-bank, which is then connected to QuickBooks. The information in QB isn’t accurate because our current bookkeeper isn’t doing satisfactory work.

We need a business budget prepared - work our what we spend on expenses vs income and what is left over to be divided into the family budget, business expenses, savings and investing back into the business

Also, we need a family budget prepared as we don’t know what we can spend, we only guess.

We need to organise our documents better to get a better understanding of our business and family budget

Inventory management sheet, how much stock costs vs selling price = profit etc etc

- - - - - - - - - - - -

- receipt-bank

*every transaction in quicbooks needs a receipt from receipt-bank or to be reconciled from bank statement

- Quickbooks

Daily we need all income and expenses recorded via receipt-bank (receipts)

> Quickbooks to reconcile all expenses and income - bank account x2 This needs to be reconciled daily

*every transaction in quicbooks needs a receipt from receipt-bank or to be reconciled from bank statement

- PayPal

This needs to be reconciled daily

- Income/expenses need to be extracted via .csv from PayPal website

- Loans Payment schedule/interest

- Inventory

I have a google sheet with all product SKUs and qty but I don’t have the wholesale price. Therefore it's hard to work out the profit, markup etc

- Cost Structure

[login to view URL]

Budget / Business

Budget / Personal

Taidot: Kirjanpito, Budgeting and Forecasting, Intuit QuickBooks, Kirjanpito

Tietoa asiakkaasta:
( 38 arvostelua ) PENNANT HILLS, Australia

Projektin tunnus: #33970544

71 freelanceria on tarjonnut keskimäärin $268 tähän työhön

(466 arvostelua)
(284 arvostelua)

Hello, I will be glad to assist you with that. I am an experienced Financial Analyst and Financial Accounting expert holding years of experience in Financial Analysis, Financial Modeling and Corporate Finance. Lets dis Lisää

$90 AUD 1 päivässä
(200 arvostelua)

Dear Sir/Madam, I have served many Australian Clients and I am budgeting and forecasting expert. I am expert Accountant, writer, researcher, and bookkeeper. I am ACCA (Chartered Accountant). I am expert in EXCEL, QB, X Lisää

$150 AUD 7 päivässä
(131 arvostelua)

"Sir, I can provide all these services as I am an accountant experienced from PWC. I can prepare you budgets and can do your bookkeeping with your books updating in the real time. you will get financial statements by t Lisää

$350 AUD 1 päivässä
(111 arvostelua)
(57 arvostelua)
(42 arvostelua)
(47 arvostelua)

Greetings Sir! I am CMA professional and running an accountancy firm as well and have served many clients on Zoho, QuickBooks Online and desktop, on XERO and MYOB as well. With good expertise in excel I have made many Lisää

$250 AUD 5 päivässä
(26 arvostelua)
(41 arvostelua)
(29 arvostelua)
(57 arvostelua)

Hi mate! Being Chartered Certified Accountant with expertise in dealing with many australian, US and UK clients related to architect, gaming and other service industries. I can help you in following tasks as same bein Lisää

$450 AUD 7 päivässä
(17 arvostelua)

We are ranked in “Top-Rated” Bookkeepers with over 500 plus accounting, bookkeeping, and financial projects completed and 250 plus 5-star reviews and no negative reviews. (Link can be shared for review), 10 years of ex Lisää

$220 AUD 7 päivässä
(17 arvostelua)
(32 arvostelua)
(17 arvostelua)
(22 arvostelua)

Greetings, I am ready to start your work. I have read and understood all work details. I will definitely record your Business Financial transactions on Quickbooks online. I have strong Finance, Business and Commerce ba Lisää

$140 AUD 7 päivässä
(7 arvostelua)

Hi, I am a qualified Chartered Accountant from UK having 7 Year experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in Quick book, reconciliation of personal expenses, budget v Lisää

$223 AUD 5 päivässä
(25 arvostelua)
(19 arvostelua)