Certified Bookkeeper and Xero Certified Advisor

Overview

Looking for part-time work (4 hours/day)

at $5.00/hour ($440.00/month)

Bachelors degree

Last Active

January 11th, 2025 (9 days ago)

Member Since

June 13th, 2020

Profile Description

- Account for company’s assets and any changes to those assets

- Report to clients:

1. Business Assets and Equity

2. How much profit or loss the business has made

- Produce reports showing lenders if company can
repay loans

1. What assets the company owns (in case of
foreclosure)

2. What other types of debt the company owes

3. How much profit the business makes

4. How much the business pays out to owners

5. Record revenues and expenses to submit to tax
preparer

- Control source documents that come into the
business

- Record detailed bookkeeping entries to account
for transactions of the business

1. Create a customized Chart of Accounts

- Prepare Balance Sheets and Income Statements at
the end of every period to be reviewed by the client

- Set up a system to track, record, and store
source documents

- Provide monthly statements of account for
Accounts Receivable clients at the beginning of each month

- Help client create a system to keep original
source documents in case of audit

- Reconcile bank statements to bank account

- Using of QuickBooks Intuit Accounting Software and Xero.

Administrative Skills: Administrative Support:Managing schedules, appointments, and meetings for executives or teams.Answering phones and directing calls, responding to emails, and handling Upgrade to see actual infoanizing and maintaining office files, both physical and digital.Document Preparation:Drafting and formatting documents such as reports, presentations, memos, and other materials.Assisting with creating and editing materials for meetings or conferences.Office Management:Ordering office supplies, maintaining inventory, and ensuring office equipment is Upgrade to see actual infoanizing office events, meetings, and travel arrangements.Coordinating with vendors, clients, or stakeholders for various administrative needs.Data Entry & Reporting:Updating databases, inputting and maintaining accurate records of office activities, and preparing reports as needed.Customer Service:Greeting visitors, managing inquiries, and assisting with client or customer needs.Team Coordination:Assisting with project coordination, scheduling team tasks, and ensuring deadlines are met.Facilitating communication within the office and helping streamline processes.