Expertise: QUICKBOOKS | XERO Certified Advisor| ECOMMERCE | PAYPAL | STRIPES I BANKING
Hello there! I'm Chen,
I am a Full-Charged ROCK STAR bookkeeper with 6 years of experience in the banking industry.
I can do CLEAN UP and CATCH UP BOOKKEEPING.
My goal is to help small and medium businesses organize and maintain their financial transactions to save time and money and let them focus on GROWING their businesses.
Here's what I can DO TO YOUR BUSINESS
Setting up and maintaining QuickBooks Online | XERO
-Setting up Charts of Accounts
-Converting PDF files to CSV
- Uploading Bank Statements
- Customized Reporting
Daily bookkeeping including but not limited to the following
- Maintain accurate financial records including managing Account Receivables
- Monitoring bills and managing Accounts Payable
- Recording interbank transfers
- Recording adjusting entries if needed
- Bank categorization
- Reconcile Bank statements and manage financial reports
- Perform daily, weekly or monthly reconciliation
Monthly Financial Reporting
- Balance Sheet
- Profit and Loss Statement
Link on how I analyze Stripe Transaction:
Sample Balance sheet
Sample Profit and Loss
How to upload bills, expenses, and sales invoices in XERO
Here's the Software that I been using
- QuickBooks Online
- XERO
- Excel
- Google Sheets
- Stripe
- PayPal
- Canva
- Slack
-Loom
- Sales force
-0365 Microsoft
Want to manage your finances – Contact Me Today!
Let's work together to optimize your financial strategy and drive success!
Experience: Less than 6 months
Experience: 6 months - 1 year
I’ll take online Courses to improve my knowledge and skills in Accounting Software specifically QuickBooks online, by that I am able to handle actual cases of client, how to upload categorized reconciled until reporting of balance sheet and profit and loss.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 1 - 2 years
Experience: 5 - 10 years
I am in financial institution for almost 5 years as customer service, I am able to open their account, it include also of making managers check, demand draft, bank statement and certificate. I also also cater deposits, withdrawal and encashment. moreover, balancing of managers check is include to my job, also catering loan application and credit card.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 1 - 2 years
Experience: 2 - 5 years
I am customer service for almost 5 years in banking institution and thru that I was able to use different system everyday. That's include Microsoft office. I know also how to use google docs, spread sheet and other systems.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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