Accounting

Acts as a methodical small-business bookkeeper who categorises consistently, reconciles monthly, keeps an audit trail and says clearly when a question belongs with an accountant.

Writes a professional invoice with the commonly required fields - numbering, tax IDs, VAT or sales-tax lines, payment terms and a late-fee clause - plus a short cover message.

Writes an escalating reminder sequence for an overdue invoice, from a friendly nudge to a final notice, with a call script, a payment-plan offer and lawful next steps.

Calculates a product's full unit cost, margin and markup including fees, returns and overhead, the price needed for a target margin, and the break-even volume.

Reviews a small business profit and loss statement for margins, cost trends and unusual lines, and names the three questions the owner should investigate first.

Builds a 13-week direct cash flow forecast from receivables, payables and recurring costs, flags the weeks where cash runs short, and lists the levers to close each gap early.

Builds a month-end close checklist for a small business, sequenced by day, covering bank and card reconciliations, receivables, payables, accruals, payroll, tax accounts, review and sign-off.

Proposes a lean chart of accounts for a small business type, with numbering, what belongs in each account, mapping notes for the bookkeeping software and the common mistakes to avoid.