Project Overview
The client is a medical service business which is providing health care related services. The company offers a comprehensive range of advanced health services designed to optimize well-being. Their specialties include genetic and metabolic testing, GLP-1 weight loss solutions, and hormone restoration therapies.
Software Use :
Xero.
Client Requirements
- ⚫ Manage chart of accounts.
- ⚫ Invoice & bill entry.
- ⚫ Categorization of transactions.
- ⚫ Reconciliation of all bank accounts.
- ⚫ Generate financial reports.
Services Rendered
- ⚫ Managed chart of accounts.
- ⚫ Invoices and bills posted to respective a/c.
- ⚫ Transactions categorized.
- ⚫ Reconciled bank accounts.
- ⚫ Submitted financial reports.