I am in need of someone who can assist me in selecting the web-based bookkeeping application that would be right for me. The main financial tasks the app should perform include expense tracking, budgeting, and forecasting.
- Primary Services Required:
- Guidance on selecting suitable web-based bookkeeping software, keeping in mind my specific needs.
- Setting up G/L's, categories and systems to assign expenses to create proper, usable reports
- Setting up a schedule and automation to maintain the system we establish including regular download of accounts, routine reconciliation of accounts and ad hoc reports to create and analyze budgets and forecasting.
Although I've tried several solutions, I'm yet to find one that fits perfectly. Hence, a good knowledge of a wide variety of bookkeeping software is required in order to provide appropriate advice. Experience in finance and ability to understand my specific needs are also crucial skills you should possess.
I have several credit accounts. Some I use only to keep money flowing, some I use to manage those investments. Also, three checking accounts, two savings accounts and a few investment accounts, not to manage, only connect for tracking. I have business expenses and personal expenses. Some accounts are shared with my husband, some are not. I can't wait for tax time to not be such a drag because I'll be able to pull reports, thanks to you and all your help.
- Ideal Candidate:
- Previous experience in bookkeeping or a similar role
- Well organized and efficient, optimizing time with systems
- Knowledge of and experience with a variety of bookkeeping apps, able to present an objective opinion
- Strong understanding of budgeting, forecasting, and expense tracking processes
Looking forward to making my financial routines efficient, structured, and less time-consuming with your assistance. Thank you.