EXPERTISE: XERO, QUICKBOOKS, LINKMYBOOKS, DEXT, GOOGLE WORKSPACE, SLACK
I’m your rockstar finance expert! Whether you’re using Xero or QuickBooks, I’ll handle your financial management, from daily bookkeeping to customizing your chart of accounts and optimizing your processes. This way, your finances stay organized, and you can focus on scaling your business stress-free.
My mission is to support small and medium-sized businesses as your trusted financial partner. With my expertise, you can concentrate on what you do best while I ensure your financial matters are managed with precision and care. Let’s work together to enhance your financial efficiency and set your business up for success.
Let me assist you with these services.
Setup and/or Maintenance of Xero or QuickBooks file, including:
- Customizing the chart of accounts
- Uploading historical transactions from bank data
- Assisting with the setup of bank feeds, as applicable
- Assisting with the setup of necessary third-party integration tools
- Customizing reports
Daily Bookkeeping, including but not limited to the following:
- Recording cash receipts/income from bank deposits
- Recording cash disbursements/expenses from bank transactions
- Recording interbank transfers- Entering 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-by-month comparisons - if applicable
Here's some software that I have been using:
XERO
Quickbooks Online
LinkMyBooks
DEXT
Google Sheets
Google Workspace
Slack
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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