Hey! I'm
My mission is to help small and medium-sized businesses. Think of me as your financial ally. With my support, focus on what you do best, knowing your financial matters are in capable hands. Let’s work together to make your business reach new heights!
Here are the services you can avail
Setting up/Maintaining XERO and Quickbooks files including:
*Customized Chart of Account
*Upload Historical
Transactions from Bank Data
*Assist with setup of
any bank feeds as possible
*Customized Reporting
Daily Bookkeeping including but not limited to the following
*Record cash
receipts/income from bank deposit
*Record cash
disbursement/expense from bank transactions
*Record Interbank
transfers
*Record any manual
adjusting entries
*Reconciling bank
transactions and credit card to statements
*Reconcile other balance
sheet accounts to underlying records
*Creating bills, sales
invoices, credit notes, Purchase order, Quotations
Monthly financial reporting including:
*Balance Sheet
*Income statement
(Profit and Loss)
*Month-to-month
comparisons
Tools I'm Proficient in
*Intuit Quickbooks
*XERO
*Microsoft Office (Word,
Excel, PowerPoint, Outlook)
*Proficient
Communication Tools (Google Meet, Zoom, Slack,
*Google Suite (Gmail,
Google Drive, Google Chat, Google Docs, Google Sheets, etc.)
*Design Tools: Skilled in
Canva & Paint for creative tasks
Don't let bookkeeping overwhelm you. Let's connect!
Struggling with QuickBooks and Xero setup and overwhelmed by financial software challenges?
As your dedicated QuickBooks | Xero expert, I specialize in simplifying complexities—from Chart of Accounts setup to bank feeds and in-depth training. With personalized Zoom sessions and detailed videos, I ensure you conquer the learning curve effortlessly.
Hire me to transform challenges into opportunities and unlock the full potential of your financial journey. Let's elevate your business together!
Your Bookkeeper,
Experience: Less than 6 months
Advanced proficiency in using accounting software such as QuickBooks, Xero, or other industry-specific platforms.
Experience: Less than 6 months
Advanced proficiency in using accounting software such as QuickBooks, Xero, or other industry-specific platforms.
Experience: 2 - 5 years
Experience: Less than 6 months
Managing accounts receivable processes efficiently and effectively in a Timely processing of invoices and collections.
Experience: Less than 6 months
Managing accounts payable processes efficiently and Timely processing of invoices and payments.
Experience: 2 - 5 years
Experience: 2 - 5 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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