EXPERTISE: XERO, QUICKBOOKS
I’m
My mission is to ensure your financial records are clear and compliant, so you can focus on what matters most—growing your business with confidence.
Here are the services I can offer:
* Setting up the account in Xero or QuickBooks Online, including:
- Customizing the chart of accounts
- Creating bank accounts
- Converting PDF statements to CSV
- Uploading bank transactions
- Uploading sales invoices, bills, and expenses
- Bank categorization
- Bank reconciliation
- Reporting of balance sheet and profit and loss
* Clean-up Bookkeeping, including:
- Updating the chart of accounts
- Checking if bank accounts are properly set up
- Verifying if bank transactions are uploaded
- Uploading sales invoices, bills, and expenses
- Bank categorization?- Bank reconciliation
- Reporting of balance sheet and profit and loss
* Catch-up Bookkeeping, including:
- Ensuring bank accounts are properly set up
- Checking for uploaded and missing transactions
- Uploading sales invoices, bills, and expenses
- Bank categorization
- Bank reconciliation
- Reporting of balance sheet and profit and loss
Ready to take bookkeeping off your plate?
Let’s work together to keep things simple and organized. Reach out anytime!
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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