Send one bank statement. Get a one-page note of what's off.
Waqas reads last month's statement the way he reads a client's, and writes you one page: what looks wrong, what is missing, and what he would fix first. The review is free. You keep the page whether or not you hire him.
What you get back
Below is a sample, built from made-up transactions, so you can see the actual thing before you ask for it.
| What I looked at | Found | Count |
|---|---|---|
| Transactions on the statement | All read and sorted into categories | 118 |
| Uncategorised or unclear | Vendor names that could be supplies or personal; need a yes or no from you | 14 |
| Looks personal, on the business account | Grocery, streaming, one restaurant on a Sunday | 6 |
| Duplicate charges | Same vendor, same amount, two days apart | 2 |
| Recurring subscriptions | Three tools; one has no matching login in your list | 3 |
| Deposits without an invoice | Money in with nothing to match it to | 4 |
| Items needing your answer | One short email from me, one reply from you | 26 |
What I would fix first. Separate the personal spending and set a rule for it. Then match the four deposits to invoices, because those are the ones that cause tax-time trouble. The duplicate charges are worth a call to the vendor.
Note to Waqas: this sample and the scope below are a proposal for you to approve or shrink. Nothing here is promised to anyone until you say so.
- In scope: one statement, one month
- Categorisation and obvious gaps
- A one-page written note
- Not in scope: filing anything
- Reconciling earlier months
- Tax advice
Paid bookkeeping Price confirmed after Waqas looks at your books. The review itself is free.
What happens after you press the button
- Waqas calls or texts you and sends a secure link for the statement. Nothing is uploaded on this site.
- He reads it and writes the page. Waqas confirms turnaround when he replies.
- You get the page. If you want him to fix what he found, he gives you a price then.