Service Overview: Light Bookkeeping, Expense Tracking & Collections. Accurate financial management is the backbone of any successful business. I offer services in bookkeeping, expense tracking, and collections to ensure your finances remain organized, transparent, and efficiently managed. From maintaining up-to-date financial records to following up on overdue payments, I ensure your business stays on top of its financial obligations.

Bookkeeping and financial records

• Maintain accurate and up-to-date financial records, ensuring all transactions are recorded promptly and accurately.
• Reconcile bank statements, credit card transactions, and other financial accounts regularly to ensure consistency.
• Prepare monthly, quarterly, and annual expense statements for review by executives and stakeholders.

Expense tracking, and
budget management

• Track business expenses, categorizing and managing purchases to ensure budget adherence.
• Monitor cash flow, alerting you to discrepancies or potential budget issues.
• Tracking regular reports on financial status, offering insights into spending patterns and potential savings.
• Vendor and third-party liaison involving quotation, payments, collections, and related follow-ups

Collections and accounts receivable

• Manage accounts receivable, ensuring timely invoicing and follow-up with clients on outstanding payments.
• Develop and implement strategies for overdue collections, maintaining a professional yet persistent approach to securing payments.
• Coordinate with legal or financial professionals when necessary to handle complex or escalated collection issues.