Expertise: XERO, QUICKBOOKS, EXCEL, GOOGLE WORKSPACE
I am a results-driven bookkeeper/accountant with expertise built through immersive training sessions and online resources.
I help business owners and entrepreneurs streamline their finances, allowing them to focus on growth. With my commitment to accuracy and proactive approach, I ensure your financial records are organized and insightful, empowering you to make informed decisions. Let me manage your books so you can focus on achieving your business goals.
Here’s what I can do:
- Setup and/or Maintenance of Xero or QuickBooks File, including:
- Customized Chart of Accounts
- Uploading historical transactions from bank data
- Assisting with the setup of any bank feeds, as applicable
- Assisting with the setup of any necessary third-party integrations
- Customized reporting
Daily Bookkeeping, including but not limited to:
- Recording cash receipts/income
- from bank deposits
- Recording cash disbursements/expenses from bank transactions
- Recording interbank transfers
- Recording any necessary adjusting entries
- Reconciling bank transactions and credit cards to statements
- Reconciling other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, purchase orders, etc.
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:
- Xero
- Quickbooks Online
- Hubdoc
- Dext
- Easybills
- A2x
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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