EXPERTISE: XERO, Quickbooks, Slack, Looms, Google Spread Sheet, MS Excel, Google Drive
Struggling with daily bookkeeping? Hey, I'm
My mission is to help small and medium-sized businesses. Think of me as your financial ally. With my support, you can focus on what you do best, knowing that 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 Accounts
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 orders, quotations
Monthly financial reporting
Balance Sheet
Income Statement (Profit and Loss)
Month-to-month comparisons
Don't let bookkeeping overwhelm you. Let's connect!
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: Less than 6 months
With experience in Quickbooks Online
Experience: 1 - 2 years
Accurately processing and recording cash transactions in the company's financial system- Oracle E-Business Suite that involves posting payments, reconciling accounts, and ensuring that all financial data is entered correctly and in a timely manner.
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Prepared renewal and quote documentation. Gathered underwriting information. Prepared quote slips for presentation. Prepared reports, recommendations, and quotations. Ensured the issuance of policy renewal documents, invoices, and collection of premiums is carried out in accordance with agreed objectives.
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