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Bookkeeping Company ** Operations Manual **

$30-250 CAD

Closed
Posted over 8 years ago

$30-250 CAD

Paid on delivery
Bookkeeping manual for a bookkeeping company. NOTE: The manual would be around 80 to 120 pages. I need an operations manual for a bookkeeping company who sends bookkeepers to their clients premises to complete ongoing bookkeeping on behalf of the client. I need the following to be incorporated into a comprehensive manual: Onsite Tasks to be completed: Daily Weekly Monthly Quarterly Annually There needs to be separate check sheets for each of the above Daily, Weekly, Monthly, Quarterly and Annual to ensure the onsite bookkeeper does their job properly. The check sheets must also make reference to a section of the manual which clearly outlines what each of the tasks are e.g. if a task is reconcile bank account – then there must be a reference to exactly what this means and what needs to be undertaken. There must also be comprehensive processed and procedures for the bookkeeper to follow. There must be processes and procedures to follow for the manager of the bookkeeper business to ensure their employee bookkeeper is doing a good job with their clients. The system should also include client meetings e.g. what meetings the bookkeeper should have with the client, when these meetings should take place and what should be covered. The manual is a comprehensive manual for the employment of a bookkeeper, how they work with clients, what they need to do with a client’s business and how they need to be managed. NOTE: This manual is for a bookkeeping business employing, and managing a bookkeeper who will be working with external clients to maintain that clients books. The bookkeeping business will initially be a novice at this so the manual must clearly dictate what needs to be done and when. The bookkeeper employed by the bookkeeping business will be a qualified bookkeeper BUT the business will need to be able to ensure they are doing a good with the external clients.
Project ID: 8302122

About the project

14 proposals
Remote project
Active 8 yrs ago

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14 freelancers are bidding on average $939 CAD for this job
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Hello, I can do your project for you. As an Accountant and Bookkeeper with over 30 years experience, I am fully aware of all operations required in the business. I would suggest that your Operations Manual should contain your requirements within the following sections: 1. MANAGEMENT AND SETUP OF THE CLIENT'S FILE 2. ONGOING CLIENT MANAGEMENT 3. DAILY TASKS TO BE COMPLETED 4. WEEKLY TASKS / EVERY TWO WEEK TASKS TO BE COMPLETED 5. MONTHLY TASKS TO BE COMPLETED 6. QUARTERLY TASKS TO BE COMPLETED 7. ANNUAL TASKS TO BE COMPLETED 8. END OF YEAR TASKS TO BE COMPLETED I look forward to chatting with you
$1,111 CAD in 10 days
4.9 (41 reviews)
6.3
6.3
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Hello! I am a highly qualified business professional, currently doing my doctorate in economics and have tons of writing experience, I am very much excited and deeply interested in bringing laurels to your assignment, please assign me this task without any hassle and you will experience quality work on time. I am 100% Sure, you will award me all your writing tasks once you witness the quality of this task. Thanks!
$147 CAD in 3 days
4.8 (57 reviews)
6.3
6.3
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Hello, I am a CPA located in Florida and would love the opportunity to help you with your manual project. I have nearly 10 years of experience including audit, tax, payroll, compilations and general accounting projects for small to large sized companies. I would not mind going below my bid of $2,100 depending on what exactly is needed. I'd love to discuss the entire project with you even further. Please contact me at your earliest convenience. I look forward to hearing from you.
$2,105 CAD in 30 days
5.0 (9 reviews)
4.9
4.9
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Dear Employer; I saw your project and can do it as required. I'm ready to start your job once I get all required information. If you like than can we discuss further. I'll be waiting for your positive response. I'm well experienced in writing and working for various clients with different topics. I have already written on education, science, medical, business, personal finance and so on. I have vast experience of working through all age groups and abilities within the education system. I can give you drafts and unlimited revisions till you are fully satisfied. I work through research on every project to get the best result as well as optimum client satisfaction. I can do your job in your budget. For the price I'm open for negotiations. So if you choose me, you won't be sorry. Regards Dr. Alex Laiho
$631 CAD in 7 days
4.9 (12 reviews)
5.2
5.2
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I am a CAT (Certified Accounting Technician) and ACCA (Association of Chartered Certified Accountant) qualified, pursuing CFA (Chartered Financial Analyst). Hence, I have extensive knowledge of finance, accounts, audit, marketing, HR and business related matters. Though these subjects are my forte, being an academic writer, I have written reports, essays, dissertations & thesis on various other subjects as well.
$230 CAD in 3 days
5.0 (39 reviews)
5.1
5.1
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Hi! I graduated as BS Accountancy major in Accounting and had experienced already both bookkeeping and accounting job related. Pleasure if you choose me to work with your project. Thank you.
$200 CAD in 3 days
4.9 (16 reviews)
4.6
4.6
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The work is to be completed by licensed Certified Public Accountant based in the United States. I have extensive experience in preparation of business plans, financial statements and tax returns. In my more than 20 years of work experience I have performed accounting services in the energy sector, oilfield services, manufacturing industry, trucking industry and non-profit associations. I have overseen 5 company mergers and have experience in preparing SEC compliant reporting such as 10-K's and S-4's.
$2,222 CAD in 3 days
0.0 (0 reviews)
0.0
0.0
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i need job
$2,333 CAD in 15 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir/Madam, Today I have found this job post in Freelancer, and I’m very interested in your job post involving these skills. I have over 10 years experience in data entry and MS Office and also over 20 years experience in Bookkeeping, Accountancy, Auditing, and Preparation of final Accounts. I believe my skills would be ideal for your project. I can complete this job within 30 Days. I am mostly online on Gmail and Skype. We can discuss there in details in a quick way, if you are interested. Best Regards, Shirley Nugera.
$1,666 CAD in 30 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$155 CAD in 3 days
0.0 (0 reviews)
0.0
0.0
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I have extensive experience with Bookkeeping and have created both Policy and Procedure Manuals and Accounting Procedure Manuals in the past. Once I have the information on what you want the various policies and tasks to be, I would be able to create a comprehensive manual. I will also format it to align with your company's existing branding style if applicable.
$555 CAD in 3 days
0.0 (0 reviews)
0.0
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Member since Jun 23, 2015

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