Expertise: XERO, QUICKBOOKS Hey there! I am
I can assist in maintaining meticulous records, generating insightful reports, and providing valuable insights to support their business growth.
Here's what I'm able to provide:
Setting up and maintaining Xero and Quickbooks files, including: > Initial setup includes create a new company profile
> Customize the chart of accounts
> Upload historical transaction from bank data
> Setup bank and financial integration
> Customize financial report
Daily bookkeeping tasks, including, but not limited to:
> Record cash receipts/income from bank deposits
> Record cash disbursement/expenses from bank transaction > Record Inter bank transfer > Make an adjusting entries, if needed
> Do bank categorization
> Creating bills and sales invoices
> Reconcile bank statement, credit cards and other financial records
> Maintain and update financial records
Monthly financial report including: > Balance sheet > Profit and Loss (Income Statement) > Generate reports monthly to analyze business performance and financial health.
Proficiency in Tools:
> Xero Software
> Quickbooks Software
> Google workspace ( Google sheet )
> Microsoft Office ( Excel )
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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