Taskloom’s Bookkeeping & Finance Support helps businesses maintain accurate financial records and steady cash-flow control without the complexity of managing an in-house finance team. Our assistants handle daily financial tracking, invoicing, and reconciliation to ensure clarity and compliance across accounts. With structured reporting and organized records, business owners gain better visibility into their financial health. This support enables informed decision-making while keeping finances organized and audit-ready.

Key Responsibilities

• Recording daily financial transactions to maintain accurate and up-to-date business accounts

• Managing accounts payable & receivable for smooth cash flow and timely payments

• Bank & credit card reconciliation to ensure error-free financial statements

• Invoice creation & follow-ups to speed up collections and improve revenue tracking

• Expense tracking & categorization for better budgeting and financial clarity

• Monthly financial summaries to help business owners monitor profit, loss, and performance

• Updating accounting software (QuickBooks, Xero, Zoho Books, Tally, Wave) to keep financial systems organized

• Tax preparation support (non-certified) by maintaining compliant, well-structured records

• Maintaining clean, organized financial records for audits and reporting accuracy

• Vendor payment coordination to ensure timely payouts and strong supplier relationships

Ideal For

• Small businesses needing support with daily operations, client management, and administrative tasks

• Online sellers seeking assistance with product listings, order management, customer service, and inventory coordination

• Consultants looking to streamline client communications, scheduling, and reporting

• Agencies managing multiple clients, campaigns, and workflow organization

• Service providers requiring help with operations, client follow-ups, and backend support