Bookkeeping Report Template
$30-250 USD
Paid on delivery
We run a bookkeeping business that produced personalized quarterly reports for our clients. We are looking to expand this program and what to create a template / file to make the process of providing a pdf report to out clients more simple.
I would prefer this to be completed in Word with a linked excel file from which graphs can be extracted - so each client would have a pair of files.
Here is a full list of reports - We want to be able to give a client either some or all of the items listed. There should be room for written text also.
BAS and BAS Review
Gross Profit Margin Reports (Month on Month Gross Margin)
Percentage Margin (Month on Month Margin / Sales)
Cost, Sales and Gross Margin
Month on Month Sales (Month on Month Gross Sales)
P&L (Reformat MYOB output)
Balance Sheet (Reformat MYOB output)
Bookkeeping Strategies
Cash Flow Analysis
Job Costing Report
ATO Warning Report
Stock Turns
Wages to Sales
Super / PAYG Compliance
ROI
Gearing Ratio
Benchmarking
Daily Sales Trends Analysis
Budget Reporting
Project ID: #915030
About the project
25 freelancers are bidding on average $143 for this job
I am an experienced Accounts Manager serving with Banks as of now. I have been working with Chartered Accountants and have also created software programs for Tax computation. I have automated many business process incl More
Thank you for providing us an opportunity to bid on your project. I assure you to work up to my full strength.
I am a bookkeeper in Melbourne, Australia. I have been doing this type of job for years. Please check PM
Don't want to write much, first let us work together and finish your work then will discuss about the rest topics. Waiting for your reply ASAP. Thanks, VP
interested to do the project but would like to know the volume and other details also thanks
