BOOKKEEPING + BUDGET/FORECASTING

Closed Posted 1 year ago Paid on delivery
Closed Paid on delivery

Hi,

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

Bookkeeping Budgeting and Forecasting Intuit QuickBooks Accounting

Project ID: #33970544

About the project

69 proposals Remote project Active 1 year ago

69 freelancers are bidding on average $269 for this job

daniyal3214

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 More

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(205 Reviews)
7.0
Muhammad6979

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 More

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AccountantArman

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(120 Reviews)
6.4
Naumanahmed11

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nafay688

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axiomconsultants

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shahidacca24

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(32 Reviews)
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faizan1091

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(7 Reviews)
4.4
Raheelahmed05

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manojpkd2018

Dear Sir The submission of this proposal is an anticipation to apply for the position of Bookkeeping with your organization. I am sure that my accounting skills with and Experience Australian Business will be put toge More

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Amrsamra

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Vikash250genial

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nawazacca

G,Day Sir, I got your point and I lived in Melbourne for more than 3 years. I will arrange all the things in an easy to understand manner. I am a professional accountant. Please share as much details as you have and I More

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(1 Review)
1.7
LibertyDhobhi

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(1 Review)
1.3
Robertmbira

Am a qualified chartered accountant with bachelor of commerce (finance) and CPA. I have deep experience of 9 years in finance and accounting thus acquiring expertise in the following areas: Book keeping - using di More

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(1 Review)
0.6
wilfrednjorog

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yuvafreelancer7

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krisannedc

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Naumanulhaq20

Hi there. I hope you're doing really good. I have an experience of over 5 years as an accountant and I also maintain accounts of other businesses on Quickbooks. I am really interested in this job. I will send you my wo More

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(0 Reviews)
0.0
BahaaeldinBakry

Dear Sir/Madam, Hope you are well. I have read your previous concerns and ready to proceed immediately, i have a very good experience (more than 4 years) with Quickbooks systems (Desktop Version and QBO). have over 10 More

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