EXPERTISE: XERO and QUICKBOOKS ONLINE
I am a full-charged bookkeeper with almost a year in the bookkeeping field. I am a certified XERO advisor, well versed in QuickBooks Online. I’d love to help you with your accounting/bookkeeping so you can save time, money and energy and focus more on growing your business.
HERE’S WHAT CAN I DO:
-Uploading Bank transactions (if needed)
-Upload historical transactions from bank data
-Assistance with set-up of any bank feeds (if
applicable)
-Assistance with set-up of any necessary third-party integration tools
-Customized reporting
DAILY BOOKKEEPING INCLUDING BUT IS NOT LIMITED TO THE FOLLOWING:
-Bank Categorization
-Bank Reconciliation
-Creating sales Invoice and managing A/R
-Monitoring Bills and managing A/P
-Setting up XERO Account and QBO Account
-Updating or Customizing Chart of Accounts
-Recording sales and expenses
-Creating bank accounts in Xero
MONTHLY FINANCIAL REPORTING INCLUDING:
-Balance sheet
-Profit and Loss Statement
-Month-to-month comparisons whenever applicable
HERE’S SOME SOFTWARE THAT I HAVE BEEN USING:
-Google Docs
-WeChat
-Slack
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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