📋 輕鬆簿記服務菜單

Easy Bookkeeping Service Menu

💡 單次服務(一次性幫忙)

One-Time Services (Ad-Hoc Help)

✅ 帳單整理 / Bill Organization
幫你把亂七八糟的帳單依月份、供應商或類別分好。
Sort bills by month, vendor, or category for easy reference.

✅ 收據掃描與雲端化 / Receipt Scanning & Cloud Storage
紙本收據變成電子檔,雲端隨時可查。
Turn paper receipts into digital files stored online.

✅ 製作與寄送發票 / Invoice Creation & Delivery
專業模板開發票並寄給客戶。
Create professional invoices and send them to clients.

✅ 應收帳款追蹤 / Accounts Receivable Tracking
列出未付款客戶,方便你跟進。
Track unpaid invoices for easy follow-up.

✅ 應付帳款提醒 / Accounts Payable Reminders
整理付款日期,避免遲付罰金。
Organize due dates to avoid late fees.


📅 定期服務(每月固定小幫手)

Ongoing Monthly Services

✅ 交易分類與整理 / Transaction Categorization
收入支出分門別類,報稅更方便。
Organize income & expenses for easier tax filing.

✅ 銀行與信用卡對帳 / Bank & Credit Card Reconciliation
核對帳單,確保數字正確。
Match bank/credit statements for accuracy.

✅ 月度簡易財報 / Monthly Reports
提供損益表或收入支出報表。
Get a Profit & Loss or Income & Expense report monthly.

✅ 現金流追蹤 / Cash Flow Tracking
隨時掌握現金流狀況。
Stay updated on your actual cash position.


🚀 專案型服務(一次性升級系統)

Project-Based Services (System Setup/Upgrade)

✅ 記帳系統建立 / System Setup
建立 Wave、QuickBooks 帳本。
Set up bookkeeping in  Wave, or QuickBooks.

✅ 費用分類優化 / Expense Categorization Setup
設計符合你生意的費用分類。
Customize categories for your business.

✅ 流程改善 / Workflow Improvement
優化開發票、收款、付款流程。
Streamline invoicing, collections, and payments.


💲 收費方式 / Pricing Options

💡 小時計費 / Hourly Rate
適合臨時或零散需求(最低 1 小時)。
Great for ad-hoc needs (min. 1 hour).

💡 套餐優惠 / Monthly Rate
每月固定費用,方便控制預算
Fixed monthly expense for easier budget control


🗣 小提醒 / Friendly Reminder

如果你只是想有人幫你:

  • 把一年堆積的收據掃一掃、整理一下

  • 每月核對一次銀行帳

  • 或做一張客戶發票

也可以找我,不必一次買全套服務。

Even if you only need:

  • A year’s worth of receipts scanned and sorted

  • Monthly bank reconciliation

  • Or just a single invoice created

I’m here to help — no need for a full package.

Simple books, simpler life.

Let’s make your finances simple, accurate, and stress-free. 💙

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