With a decade of working in both purchase and sales ledger departments, and experience using multiple accounts packages, I offer the following services:
• Processing/creation of invoices
• Liaising with customers and clients by email or phone
• Spreadsheet creation including pivot tabels and V-lookups
• Figure analysis as required
• Payment processing
• Statement reconciliation
The finance systems I am most familiar with:
• Microsoft Dynamics Nav (Navision)
• QuickBooks Online
If the service you require or system you use isn’t listed above, please contact me to see if I can help.
Invoices need to be posted for accounts payable when received and created for credit control when items are sold to keep records not only accurate but completely up-to-date and accessible.
Keeping on top of your figures will allow for a clearer image of how the company is progressing financially, and allow easier communication with the bank. Having an analysis allows a clear visual record.
Some systems need to be processed on directly, and others can be accessed electronically, and yet others allow for importing of data through using a spreadsheet like Excel. Whichever you have I can work with.