Expertise: Xero and QuickBooks Online Bookkeeping, CPA
Services I can do for you:
Setup or Maintenance of Xero/QBO Account:
Setting up your organization details
Create branding themes invoices
Set up payment services and
Updating the Chart of Accounts if needed
Adding Bank Accounts
Daily/Monthly bookkeeping tasks:
Uploading bank statements
Creating bills, sales invoices, Credit Notes and Purchase Orders
Record cash receipts/income from your bank deposits
Record cash disbursements/expenses from your bank transactions
Record interbank transfers
Perform bank reconciliation process to multiple bank accounts
Prepare Profit & Loss and Balance Sheet reports
Provide Detailed Reports for each balance in the financial statements
Provide financial insights on the results of business' operations
Other Expertise:
• Microsoft Office (Excel, Powerpoint, Word, etc)
• Google Docs, Google Drive and Google Spreadsheets
•
• Slack
• Canva
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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