Accounting & Finance
As a dedicated finance and accounting professional, I provide comprehensive financial oversight designed to streamline your business operations and safeguard your bottom line. My expertise spans the full accounting cycle, from meticulous bookkeeping and the precise management of Accounts Payable and Receivable to sophisticated cash flow forecasting and financial reporting. I don't just crunch numbers; I translate complex data into actionable insights, ensuring your records are audit-ready and your liquidity remains healthy. Whether you need to catch up on backlogged books, optimize your vendor payments, or gain a clearer picture of your monthly burn rate, I bring a sharp eye for detail and a commitment to accuracy that allows you to focus on scaling your business with total financial confidence.
Key Services I Offer:
Full-Cycle Bookkeeping: Daily transaction categorization and bank reconciliations.
A/R & A/P Management: Streamlining collections and managing vendor relationships to optimize working capital.
Financial Health Analysis: Preparing Balance Sheets, P&L statements, and Cash Flow summaries.
Clean-up & Catch-up: Correcting historical errors and bringing your books up to date.
Work Terms
I am committed to delivering high-quality financial services with transparency and integrity. My standard work terms are as follows:
Payment & Milestones: For project-based work, I prefer utilizing Guru’s Safepay system. For ongoing monthly bookkeeping, I suggest setting up recurring weekly or monthly milestones to ensure consistent service delivery.
Communication: I am available for consultation via Guru’s message board, email, or scheduled Zoom/Teams calls. I typically respond to all inquiries within 24 hours during business days.
Data Security: Your financial privacy is my top priority. I am happy to sign an NDA and recommend secure file-sharing methods (such as Google Drive or Dropbox) for all sensitive documents and bank statements.
Software Access: To ensure efficiency, clients are expected to provide "Accountant Access" to their respective accounting software (e.g., QuickBooks, Xero) and view-only access to bank feeds where necessary.
Turnaround Time: Standard financial reports are typically delivered within 3–5 business days following the receipt of all necessary documentation for the period.