Bookkeeping, clean up, error fixing, reconciliation & report management

Project Overview

The company has provided expert application and clinical transformation services for healthcare IT. They are not only highly skilled in these software applications, they also have many years of clinical experience in the healthcare environment.

Software Use :

QuickBooks Online.

Client Requirements

  • Manage chart of accounts.
  • Manage Customer.
  • Categorization of transactions.
  • Error fixing & reconciliation.
  • Clean up & reconciliation.
  • Reclassification of transactions.
  • Generate financial reports.

Services Rendered

  • Managed chart of accounts.
  • Managed customer.
  • Transactions categorized.
  • Fixed errors and reconciled the erroneous transactions.
  • Cleaned up unreconciled transactions.
  • Reclassified the required transactions.
  • Submitted financial reports.

Project Details

Client: Lisa Martinez
Date: 08-21-2024
Value: $700
Status:
Completed

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