EXPERTISE: XERO and QuickBooks Online
I am a certified XERO and QuickBooks advisor, passionate about supporting business owners with their accounting needs, ensuring precision while allowing them to focus on business growth.
Here’s what I can help you with:
Set up and/or Maintenance of XERO and QuickBooks files including:
-Customized Chart of Accounts
-Upload Historical transactions from Bank data
-Assist with setting up any bank feeds
-Customize Reporting
Daily bookkeeping includes but is not limited to the following:
-Record cash receipts/income from bank deposits
-Record cash expenses from the bank transactions
-Record inter-bank transfers
-Record any manual adjusting entries
-Reconciling bank transactions and credit cards to statements
-Creating bills, sales invoices, and credit notes
Monthly financial reporting including:
-Balance Sheet
-Income Statement
-Month-to-month Comparisons whenever applicable
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 am equipped with skills in administration as I was trained to assist the CEO of an organization; managing her calendar by making her meeting schedule, facilitating meeting notes to designated teams, collaborating with different departments for projects, making business presentations, evaluating contents from other departments, and making improvements.
Experience: Less than 6 months
I used to work in a corporate industry where typing skills required to make data and reports according to guidelines.
Experience: 5 - 10 years
In my previous job, I was the one who updated the customer's database, making sure that it aligned with the current status of the customer. I was also the one who compiled our branch reports both in our system and storage rooms and prepared them for the compliance period. Lastly, I was able to update and create an organization's database, making sure that the employee listed was updated to their current job description.
Experience: 5 - 10 years
I have handled customers from different works of life; facilitating their transactions, answering queries and concerns, and updating their details on the organization's database.
Experience: 2 - 5 years
Along with my customer service skills was engaging customers with accidental insurance, cards, loads, and jewelry. I even went to different locations to promote the online platform of the company where customers can conduct their transactions using mobile phones. We also hit our target sales for 6 consecutive years through hard work and dedication.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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