Hello there!
I’m an accomplished and highly skilled full-charge bookkeeper/accountant with over nine years of experience in the accounting industry.
One of the biggest challenges when running a business and handling the books yourself is trying to balance your time and expertise. It's a real juggling act.
But here's the thing – when you're buried in paperwork, it can lead to financial hiccups and slow down your business growth. That's where I come in.
As a proficient user of QuickBooks Online, QuickBooks Desktop, and Xero, I’m here to provide you with reliable and effective support.
Here’s how I can assist you:
Xero/QuickBooks Setup and Maintenance:
• Customize and maintain your chart of accounts
• Upload bank transactions
• Set up and manage bank feeds
Daily Bookkeeping Tasks:
• Record receipts/income from bank deposits? Record spent/expenses from bank transactions
• Manage interbank transfers, inter-company transactions, and adjusting entries
• Reconcile bank and credit card transactions to statements
• Monitor Accounts Receivable for timely collections and Accounts Payable for payment processing.
Monthly Financial Reporting:
• Balance Sheet
• Profit and Loss Statement
• Month-to-month comparisons (if needed)
• Create custom reports (Financial Performance Reports, Cash Flow and Budgeting Reports, Operational Efficiency Reports, etc.)
By outsourcing your bookkeeping tasks, you can free up your time and headspace to focus on the exciting stuff – like strategizing, marketing, and expanding your business. It's a win-win that can take your business to the next level.
I'm really excited about the opportunity to support your financial success. By collaborating, we’ll simplify your finances, making them clear and easy to manage, paving the way for growth and consistent progress. Together, we’ll thrive and achieve success.
Experience: 5 - 10 years
20 years of experience in corporate doing bank reconciliation
Experience: 5 - 10 years
20 years of using Microsoft Excel in financial reports
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 6 months - 1 year
Basic knowledge in Xero bookkeeping working on actual cases in e-commerce
Experience: Less than 6 months
Enrolled an on-line course working on simple data analysis and visualizations and doing recommendations.
Experience: Less than 6 months
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