Expertise: QUICKBOOKS ONLINE, XERO
Hello! I’m
Whether you’re using XERO or QuickBooks, I’m here to simplify your financial management. I provide meticulous daily bookkeeping, custom charting, and seamless financial management services. By managing the details, I allow you to focus on what truly matters: growing your business. Let’s transform your financial processes into a smooth, hassle-free experience!
Here's what I can do:
XERO & QuickBooks Setup and Maintenance:
- Seamless setup of Xero or QuickBooks Online for your business
- Customizing chart of accounts designed to fit your needs
- Uploading historical bank transactions for a comprehensive view
- Uploading sales invoices to keep your records up-to-date
- Uploading all bills and expenses for accurate tracking
- Detailed categorization of transactions
- Custom reporting to provide valuable financial insights
Daily Bookkeeping:
- Recording cash receipts/income from bank deposits
- Logging cash disbursements/expenses from transactions
- Tracking interbank transfers- Making necessary adjusting entries
- Reconciling bank transactions and credit cards with statements
- Balancing and matching accounts with their supporting records
- Creating and managing bills, sales invoices, credit notes, and purchase orders
Monthly Financial Reporting:
- Balance Sheet for a clear view of your financial health
- Profit and Loss Statement to review performance
Here are some software that I have been using:
* XERO
* QuickBooks Online
* Google Workspace
* Slack
* Microsoft Excel
Don't let bookkeeping stress you out. Get in touch and let's make it easier together!
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: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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