Expertise: QuickBooks, Xero, Excel, G-Suite, Trello
Hey there! I’m
I’m dedicated to helping small and medium-sized businesses flourish. Consider me your financial resource; with my assistance, you can focus on your core strengths, knowing your finances and administrative tasks are expertly managed. Let’s join forces to take your business to the next level!
Here’s what I can do as your Amazing Bookkeeper:
Create/manage your Xero and QuickBooks files, including:
- Upload or Import Banks data and statements
- Categorizing of each bank transaction
- Setting up Chart of Accounts
- Customized Reporting
- Creating bank accounts
- Dealing with multiple currency transactions
Daily or monthly bookkeeping tasks, which include but are not limited to:
- Creating and sending sales invoices, bills, credit notes, purchase orders, and quotations
- Recording cash disbursement/expenses from bank transactions
- Recording any manual adjusting entries
- Recording refunds
- Recording sales and expenses
- Bank Categorization
- Bank Reconciliation, including credit card transactions to statement
Monthly Reporting of the following:
- Profit and Loss Report
- Balance Sheet
- Month to Month Comparison
Here’s what I can do as your Best Virtual Assistant:
- E-mail handling and
- Calendar & Meeting Scheduling
- Research, Data Collection and Data Entry
- SMM (scheduling posts)
- Content Creation
- Other administrative support.
Here is the software I’ve been using:
- Xero
- QuickBooks
- Google Calendar, Drive, Sheets, Docs
- Canva
- Trello
- Slack
- PayPal
- Microsoft
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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