Expertise: Xero and Quickbooks
Are you experiencing messy, not balanced books, and have no idea where you stand financially?
By applying my knowledge and expertise with accounting, bookkeeping and Quickbooks Online and XERO we can make this quote "Good bookkeping leads to good business management and growth" into reality.
I help businesses achieve success through the power of bookkeeping- having updated books, knowing your status every month, and you having the confidence where your business is heading to.
We will work together in making your accounting system into an asset that it should be.
My services include:
Setup and/or Maintenance of XERO or Quickbooks file including:
-Customized chart of accounts tailored to your business needs
-Upload historical transactions from bank data
-Assistance with setup of any bank feeds, as applicable
Daily bookkeeping including but is not limited to the following:
-Recording cash receipts and income from bank deposits
-Recording cash disbursements and expenses from bank transactions
-Recording interbank transfers accurately
-Performing necessary adjusting entries
-Reconciling bank transactions and credit cards
-Reconciling other balance sheet accounts with underlying records
-Managing bills, sales invoices, credit notes, purchase orders, and similar transactions
Monthly financial reporting including:
-Balance Sheet
-Profit and Loss
-Month-to-month financial performance comparison where applicable
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Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: Less than 6 months
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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