Bookkeeping & Financial Setup
Financial Clarity for a Growing Tech Startup
Streamlining financial operations from the ground up to support rapid growth and secure investor confidence.
Project Overview
Innovate Inc., a promising tech startup, had just secured its seed funding but lacked a formal financial structure. Their records were scattered across spreadsheets, making it difficult to track expenses, manage cash flow, and report to investors. The primary goal was to establish a professional, scalable bookkeeping system using QuickBooks Online.
The Challenge
The client needed to move from a chaotic spreadsheet-based system to a streamlined, professional accounting setup. Key challenges included migrating historical data accurately, setting up a compliant payroll system for their first employees, and creating a chart of accounts that would scale with their business.
The Solution
I implemented a comprehensive solution that involved a full QuickBooks Online setup, including a custom chart of accounts. I meticulously migrated all financial data, established a payroll system, and reconciled all bank and credit card accounts. Finally, I provided training to the founder on how to read key financial reports.
Key Results
- 100% Financial Accuracy
- Migrated from messy spreadsheets to a perfectly reconciled QuickBooks Online account, providing a single source of truth for all financial data.
- Investor-Ready Reporting
- Generated professional Profit & Loss, Balance Sheet, and Cash Flow statements, enabling the founder to report to investors with confidence and clarity.
- Time Savings of 10+ Hours/Month
- Automated invoicing and expense tracking, freeing up the founder's time to focus on product development and business growth instead of manual data entry.
Project Gallery & Files
A closer look at the project deliverables, including reports, charts, and key documents.
Profit & Loss Statement
Finalized P&L report for Q3.
Cash Flow Chart
Visual representation of cash flow analysis.
Project Onboarding Plan (PDF)
The initial plan document for the client.
"Working with Ahsan was a game-changer for our startup. He took our financial chaos and turned it into perfect order. I can't recommend his services enough!"
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