Finance and Organization

Stay organized, reduce costs, and get a clear view of your finances with support in:

Document Organization and Archiving
Sort and store financial documents using Google Drive, Dropbox, or OneDrive for easy access and compliance.

Budget Preparation and Tracking
Create and monitor budgets to stay within targets using Excel, Google Sheets, or budgeting tools like YNAB.

Expense Report Preparation
Compile and format monthly or project-based reports for reimbursements or tracking.

Expense Reduction Analysis
Review costs and identify areas to cut unnecessary spending or renegotiate contracts.

Financial Data Entry and Record-Keeping
Keep records accurate and up to date in QuickBooks, Xero, or custom spreadsheets.

Profit and Loss Statement Creation
Generate basic P&L summaries for visibility into business health.

Vendor and Supplier Management
Track billing cycles, contracts, and communication with vendors to avoid missed payments or service gaps.

Expense Tracking and Categorization
Log and label business expenses by category for clean reporting and better tax prep.

Investment Tracking
Maintain records of business or personal investments and monitor performance using spreadsheets or portfolio tracking tools.