We provide bookkeeping and administrative support services based on client-provided records, files, business information, and specific project requirements.
Our services may include:
• Bookkeeping support
• Financial data entry
• Transaction recording
• Income and expense organization
• Invoice preparation
• Payment record organization
• Accounts payable data entry
• Accounts receivable data entry
• Bank statement data organization
• Spreadsheet preparation
• Financial record organization
• Document management
• File organization
• Administrative data entry
• Report preparation
• Existing record updates
• General administrative support
Before beginning a project, we review the provided records, required tasks, preferred file structure, software requirements, reporting needs, and other relevant project instructions.
Financial information can be entered, categorized, and organized according to the provided records and agreed project requirements.
Existing bookkeeping records can also be reviewed and updated according to the requested scope. This may include organizing transactions, updating provided information, formatting spreadsheets, and making other agreed changes.
Invoices, payment records, expense information, and other appropriate business documents can be organized according to the client’s instructions.
Administrative support may include appropriate data entry, document organization, file management, spreadsheet updates, and other agreed business support tasks.
Reports can be prepared based on client-provided information, available records, and requested formatting requirements.
The scope of work will depend on the number and condition of the provided records, requested tasks, required software, reporting requirements, and other specific project instructions.
Please provide your records, required tasks, preferred software or file format, reporting requirements, and other relevant instructions so the project scope can be reviewed before work begins.