Hello, I'm Cathy—a self-driven bookkeeper with a degree in Accounting, driven by a passion for precision and efficiency. My aim is to become your trusted financial ally, committed to meticulously organizing, analyzing, and managing your financial data.
Beyond considering this merely a profession, I see it as a rewarding journey where I assist business owners in navigating their financial responsibilities, ultimately fostering success in their endeavors. Proficient in both Xero and QuickBooks software, I bring a wealth of expertise to streamline your accounting processes.
Let me handle your accounting needs, freeing up your time, resources, and focus to propel your business forward.
Here's what I can do:
* Set-up and maintain files in Xero and Quickbooks that includes:
-Customized Chart of Accounts
-Upload historical transactions from bank data
-Assist in setting-up of any bank feeds as applicable or manually importing any bank statement to the software
-Customized Reporting
*Daily bookkeeping including but is not limited to the following :
-Record cash receipts/income from your bank deposits
-Record cash disbursement/expenses from your bank transactions. -Record interbank transfers
-Record ant adjusting entries needed
-Reconciling bank transactions and credit cards to statements -Reconcile other balance sheet accounts to underlying records -Creating bills, sales invoices, credit notes, purchase orders,etc.
*Monthly Financial Reports
-Balance Sheet
-Profit and Loss Statement
-Month to month comparisons whenever applicable
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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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