Amazing, highly organized and detail-focused rockstar bookkeeper. I am a certified XERO advisor and well versed in Quickbooks Online.
I'd love to help you with your accounting so you can focus more on growing your business and save time and energy.
Here's what I can do:
Setup and/or Maintenance of XERO or Quickbooks file including:
* Customized chart of accounts
* Upload historical transactions from bank data
* Assistance with setup of any bank feeds, as applicable
* Assistance with setup of any necessary third-party integration tools
* Customized Reporting
Daily bookkeeping including but is not limited to the following:
* Record cash receipts/income from your bank deposits
* Record cash disbursements/expenses from your bank transactions
* Record interbank transfers
* Record any adjusting entries needed
* Reconciling bank transactions and credit cards to statements
* Reconcile other balance sheet accounts to underlying records
* Creating bills, sales invoices, credit notes, purchase orders, etc.
Monthly financial reporting including:
* Balance Sheet
* Profit and Loss Statement
* Month-to-month comparisons whenever applicable
Here's some software that I have been using:
XERO
Quickbooks Online
Slack
Canva
Microsoft Office Tools
Google Suite Workspace
Dropbox
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
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