Finance and HR
HR & Hiring Support
Posting roles, screening applicants, scheduling interviews and onboarding paperwork.
$300
One role, posting to shortlist
Bookkeeping & Finance
Invoicing, expense logging, basic reconciliation and simple summaries. (Non-licensed)
What we need from youBank and card statements, receipts, and a list of invoices to issue.
What you receiveReconciled records and a simple monthly summary.
Overview
We prepare your invoices, log your expenses, reconcile your bank and card transactions for the month and send a simple summary of income and spending.
This is bookkeeping support. It is not accounting, tax or legal advice and is not provided by a licensed accountant or CPA. Please have your accountant review anything you will file or rely on for tax.
Who it is for
Small businesses and freelancers who want their records kept current between accountant visits.
What is included
- Invoices prepared from the details you send
- Expense logging and categorising
- Basic bank and card reconciliation for one month
- Simple summary of income and spending
- Up to 100 transactions
Typical uses
- Catching up a month of records
- Preparing tidy records for your accountant
- Issuing a batch of invoices
How it works
- Order and send your statements, receipts and invoice details.
- We confirm what we received and anything missing.
- We complete the records and the summary.
- We send the files and answer your questions about them.
Your information
Financial documents are used only for this work. Please share them by the secure method we agree with you.
Summary
| Service | Bookkeeping & Finance |
|---|---|
| Price | $199.00 USD, one-time payment (one month, up to 100 transactions) |
| Timing | Work starts within 2 business days of payment. The month is usually completed within 7 business days of receiving complete records. |
| Delivery | By email, as described above. Delivery policy |
| Refunds | Within 14 days of payment. Refund policy |
| Support | By email or telephone. Contact details |
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