Bookkeeper Quickbooks Bookkeeping Accountant Account Virtual Assistant
“Ufaq helped me so much in my business over the past year. When she started, we had 18 months of bookkeeping to catch up on, and she tackled it without issue. She is very responsive, willing to learn, focused on the best interests of the business, and incredibly professional. I am very grateful to her! Highly recommend. ” Stephanie Lombardo
Hi, I'm Ufaq (Evelyn).
Are you having trouble managing your business finances? Let me help you use numbers 📊 to grow your business and keep your finances in check. Whether you're just starting out 🚀 or already established 🏢, good financial management is key.
My Bookkeeping Services Include: 📚
✅ Setting up accounting software for easy transaction records 💻
✅ Creating and organizing business accounts, vendors, customers, and employees
✅ Managing payrolls weekly or bi-monthly 💵
✅ Organizing scattered documents with secure bank statement access 📂
✅ Recording all business expenses, receipts, and bills 🧾
✅ Keeping records of all business purchases 🛒
✅ Systematically renaming and organizing documents by date and year 📅
✅ Ensuring all IRS and legal documents are in order 📑
✅ Managing payables using business cards 💳
✅ Following up on receivables with emails, calls, statements, and reminders 📧
✅ Answering customer and vendor queries and providing administrative support 💬
✅ Handling all business emails 📥
✅ Preparing tax-ready financials 📊
✅ Meeting with CPAs monthly for financial reviews 🧑💼
✅ Helping CPAs with tax filing 📝
✅ Meeting with clients weekly or monthly to update on financials 📈
Why Choose Me:
✅ Detail-Oriented
✅ Tech-Savvy
✅ Highly Organized
✅ Devoted to Excellence
✅ Punctual
✅ Committed to Your Success
I specialize in supporting businesses within these niches.:🌱
🏥 Medical Practice
🦷 Dental Practice
💆♀️ Aesthetic Clinic
🏗️ Construction
🧹 Cleaning & Maintenance Services
⛳ Golf Club
🏘️ Real Estate Rentals
🏢 Real Estate Management
💻 IT Services
📊 CPA Firm
🚚 Transportation & Trucking
🎠 Playground Manufacturer
🏗️ Architectural Products Manufacturer
🌳 Landscaping
🛒 E-commerce
Boost your success with professional bookkeeping that is honed through careful communication and financial analysis 🌟.
Work Terms
📋 Work Terms for Bookkeeping Services
📚 Service Scope:
Services include bookkeeping, transaction recording, bank reconciliations, payroll management, financial reporting, and other agreed-upon tasks. Additional services may incur extra charges.
💬 Communication:All communication will be conducted via email, Zoom, or other agreed platforms. 📧 Responses to queries will be provided within 24 business hours.
🔒 Confidentiality:
All client information will be treated as strictly confidential and will not be shared with third parties without prior written consent. 🤝
💵 Payment Terms:
Payments must be made in advance for monthly services. 💳 Project-based work requires a 50% upfront deposit, with the remainder due upon completion.
🖥️ Software Use:
Services will be performed using the client's preferred accounting software (e.g., QuickBooks, Xero, or Wave). Access to systems and data must be provided by the client.
📂 Data Sharing:
Clients are responsible for providing all necessary documents, such as bank statements, invoices, and receipts, on time to ensure accurate bookkeeping. 🕒
✏️ Revisions and Adjustments:
Clients may request revisions within five business days of receiving reports. 📑 Adjustments outside this period may incur additional fees.
⛔ Termination Clause:
Either party may terminate the contract with a 14-day notice period. All outstanding payments for completed work must be settled before termination. ⚖️
⏳ Timeliness:
Deliverables, such as reconciliations and reports, will be provided within agreed-upon deadlines. Delays caused by incomplete or late client submissions are not the provider's responsibility. 📅
⚠️ Liability:
While every effort is made to ensure accuracy, the service provider is not liable for errors caused by incorrect or incomplete information provided by the client. 🔍
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