Expertise: XERO and QuickBooks ONLINE
Here is what I can do:
# SET-UP AND OR MAINTAIN XERO ACCOUNT / QUICKBOOKS ACCOUNT
* Customize Chart of Accounts according to the nature of business
* Upload Bank statements if needed
* Record transactions from your bank statements
* Record interbank transfers accurately
* Create / Record Bills and Sales Invoices
* Reconcile bank transactions and credit card statements
* Record adjusting entries if needed
# CATCH UP
* Collect all financial documents especially bank statements
* Record and Categorize all transactions on the appropriate accounts
* Reconcile Bank Statements and Balance Sheet
* Prepare Financial Reports
# CLEAN-UP
* Gather all Bank or Credit Card Statements
* Record all transactions Meticulously
* Reconcile Balance Sheet and bank statements
* Analyze, investigate if something seems not right
* Perform journal entries only if necessary
* Generate Reports
MONTHLY FINANCIAL REPORTS
* Balance Sheet
* Profit and Loss
* Month-to-month comparison whenever applicable
* Cash Flow if needed
I have -- 4 years of Experience as Barangay Treasurer.
-- 6 months as Administrative Assistant
Get in touch with me at
Experience: Less than 6 months
I have a hands on training with XERO software and is Certified Pro Advisor
Experience: Less than 6 months
Experience: Less than 6 months
Undergone *Client Quest: 30-day Freelance Adventure (using XERO Software) *QBO Mastery: The Ultimate Bookkeeper's Challenge
Experience: 2 - 5 years
Four year in Barangay Treasurer attending on payroll of all Appointive and Barangay Officials (using Excel).
Experience: Less than 6 months
Experience: 5 - 10 years
I have been using Excel ever since I learned how to use it.
Experience: 6 months - 1 year
I have worked as Admin Assistant and Barangay Treasurer. I do some canvassing and filing taxes that includes necessary data entry and also do Payroll which really need an accurate and keen attention to detail.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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