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

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Budget / Business

Budget / Personal

Kemahiran: Simpan Kira-Kira, Budgeting and Forecasting, Intuit QuickBooks, Perakaunan

Tentang Klien:
( 38 ulasan ) PENNANT HILLS, Australia

ID Projek: #33970544

71 pekerja bebas membida secara purata $268 untuk pekerjaan ini

(466 Ulasan)
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$90 AUD dalam sehari
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$150 AUD dalam 7 hari
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$250 AUD dalam 5 hari
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$450 AUD dalam 7 hari
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$220 AUD dalam 7 hari
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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 Lagi

$140 AUD dalam 7 hari
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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 Lagi

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