Expense and Invoice Organization Project

Closed
Main contact
Dream Contractors Inc.
Ajax, Ontario, Canada
Ranya Persaud
Operation Manager
3
Project
Academic experience
50 hours of work total
Participant
Canada
Intermediate level

Project scope

Categories
Accounting Financial services Organizational structure Databases
Skills
invoicing quickbooks (accounting software) financial tracking financial statements accounting
Details

The main goal for the project is to organize and categorize expenses and invoices in QuickBooks to ensure accurate financial tracking, streamline accounting processes, and enable detailed financial reporting for Dream Contractors Inc.


This will involve several different steps for the learners, including:


- Analyzing the current expense and invoice tracking system in place.


- Implementing a categorization system for expenses and invoices in QuickBooks.


- Ensuring all expenses and invoices are accurately recorded and categorized.


- Streamlining the accounting processes to ensure efficiency and accuracy.


- Generating detailed financial reports based on the organized expenses and invoices.


Deliverables

By the end of the project, learners should complete the following tasks:


- A detailed analysis of the current expense and invoice tracking system.


- Implementation of a categorization system in QuickBooks for expenses and invoices.


- Accurate recording and categorization of all expenses and invoices.


- Streamlined accounting processes for efficiency and accuracy.


- Detailed financial reports based on the organized expenses and invoices.



Final deliverables:


- A comprehensive report outlining the analysis, implementation, and outcomes of the project.


- Updated and organized expense and invoice records in QuickBooks.


- Streamlined accounting processes documentation.


- Detailed financial reports generated from the organized expenses and invoices.

Mentorship

I'll support learners by providing access to real-time projects from companies. This includes offering staff time for mentorship, access to tools and technology, and data as needed.

About the company

Company
Ajax, Ontario, Canada
2 - 10 employees
Construction, engineering & trades

Dream Contractors Inc., established for 15 years, specializes in interior and commercial projects. We excel in delivering high-quality construction services tailored to both residential and business environments, ensuring client satisfaction through expertise and experience.