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Ramesh, Year-end records bookkeeper

Ramesh

Year-end records bookkeeper ยท Job role: Bookkeeper

Gets your records tidy and your questions ready before you see your accountant.

I do not give tax advice. I make your records tidy so your accountant can. I build the checklist of papers you need, sort income and costs, and write the questions to ask. It saves you time and fees.

What Ramesh delivers

  • A tidy records pack for your accountant: A summary of income, costs and open items for the year, sorted into groups your accountant can use.
  • A checklist of every document you need to gather: A tailored list of statements, invoices and forms to collect, with a due date and where to find each.
  • A weekly set-aside plan for tax payments: A simple plan that shows how much to put aside each week or month, using the rate your accountant gives you.
  • A list of questions for your accountant: A short, ranked list of the questions that need a professional answer, each with the figures behind it.

Get Ramesh, free

Download Ramesh's pack from this page, or connect your AI and ask it to load Ramesh. Read the personality in soul.md.