Charles

Xero Certified Advisor / Freelance Virtual Bookkeeper

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Overview

Looking for gig work

at $11.68/hour

Notre Dame of Tacurong College
(Humanities and Social Sciences)

Last Active

September 25th, 2024 (47 days ago)

Member Since

May 4th, 2021

Profile Description

Imagine having complete clarity over your finances—where every dollar is accounted for, every opportunity maximized, and every risk mitigated. 



That’s where I come in! I don’t just handle your bookkeeping; I transform it into a powerful tool that meets your financial needs like never before, helping you scale your business with confidence.



Seamless Financial Set-Up:

I expertly set up your accounting software, ensuring that your bank accounts, credit cards, customers, vendors, products, and services are integrated for detailed and efficient accounting.


Accounts Payables Mastery:

I manage your bills and receipts with precision, track overdue bills, and provide detailed reports on payments that need attention before their due dates.


Accounts Receivables Precision:

Your sales invoices are meticulously uploaded and tracked, with overdue customers managed and outstanding invoices reported promptly.


Flawless Bank Reconciliation:

I categorize and match your bank transactions, ensuring that your accounting software data perfectly aligns with your bank's records, verified through cross-checking with PDF bank statements.


Insightful Financial Reporting:

I generate monthly Profit and Loss statements, Balance Sheets, and Cashflow statements, giving you the financial visibility you need to make informed decisions.


Efficiency with the Right Tools:

I leverage top software and tools, including QuickBooks Online, Xero, and others, to ensure your bookkeeping processes are not only accurate but also efficient and streamlined.



Practical Expertise at Your Fingertips:

To make your financial management even easier, I’ve created videos on critical topics like properly categorizing credit card payments, bank reconciliation, and importing and deleting duplicate transactions. 

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But don’t just take my word for it—hear what my clients have to say about the difference I’ve made in their businesses: 

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Client Testimonials.


Experience the difference that expert financial management can make. Let’s take your business to the next level—starting today.

Top Skills

Accounting » Xero

Experience: 2 - 5 years

As a Xero Certified bookkeeper these are the several advantages I can offer for your business; Hiring a Xero Certified bookkeeper offers numerous benefits for your business. These professionals(like myself) possess specialized knowledge and expertise in utilizing the Xero accounting software, allowing me to efficiently manage your financial records and leverage the platform's features. I ensure accuracy and streamline tasks through automation, saving time and reducing the risk of errors. By outsourcing your bookkeeping to a Xero Advisor, you can focus on core business activities, potentially saving costs compared to an in-house bookkeeper. Xero Certified bookkeepers provide real-time financial insights, help maintain compliance with regulations, and support tax-related tasks. I also ensure scalability by adapting the software to accommodate your business's changing needs. Ultimately, hiring me as a Xero Certified bookkeeper optimizes your bookkeeping processes and improves financial management, contributing to the success of your business.

Accounting » Quickbooks

Experience: 2 - 5 years

My bookkeeping process in QuickBooks Online involves setting up a chart of accounts, recording transactions, managing invoices and receivables, handling payables and expenses, reconciling bank accounts, generating reports for analysis, processing payroll, preparing for taxes, integrating with third-party apps, and ensuring data security through automatic backups. correspondingly, I can help you be more efficient in tracking your financial transactions, generate reports, and manage various aspects of your bookkeeping process.

Accounting » Bookkeeping

Experience: 2 - 5 years

The process I follow in virtual bookkeeping involves managing financial records and transactions remotely, without the need for physical presence. It begins with clients electronically sharing their financial documents, such as bank statements and receipts, securely through cloud-based platforms or email. I then record these transactions in accounting software such as QuickBooks Online and Xero, ensuring proper categorization and reconciliation of bank accounts. I also handle accounts payable by processing bills and making payments, as well as manage accounts receivable by creating and sending invoices and tracking payments. In doing bank reconciliation my goal is to ensure accuracy between bank statements and the accounting software. Regular financial reports, including profit and loss statements, balance sheets, and cash flow statements, are the ones that I'm going to generate to provide you with a clear understanding of your financial position. Communication with my clients occurs through email, video calls, or messaging platforms, allowing for efficient collaboration. I firmly prioritize security and data protection, utilizing encrypted communication channels and secure cloud storage to safeguard all your informations. Overall, I offer convenience, cost savings, and access to professional expertise without the need for in-person bookkeeper for your business!

Other Skills

Office and Administration » Microsoft Excel

Experience: 5 - 10 years

Office and Administration » Data Entry

Experience: Less than 6 months

Accounting » Financial Accounting » Financial Analysis

Experience: Less than 6 months

Professional Services » Management Services » Inventory Management

Human Resources » Payroll

Experience: Less than 6 months

Video Editing

Basic Information

Age
22
Gender
Male
Website
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Address
Tacurong City, Sultan Kudarat
Tests Taken
IQ
Score:  118
DISC
Dominance: 44
Influence: 9
Steadiness: 23
Compliance: 23
English
C1(Advanced)
Uploaded ID
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