Certified Xero Advisor | Certified QuickBooks Online ProAdvisor
Transform Your Financial Operations with a Proactive Virtual Bookkeeper!
Hi there! I’m
Here’s a quick look at what I can do for you:
*Account Setup (Xero | QBO): Setting up and customizing your accounting system for efficient management.
*Uploading Bank Transactions: Ensuring all bank transactions are promptly recorded and categorized.
*Data Entry and Record Keeping: Organized and reliable data entry for easy access to financial records.
*Bank Transaction Categorization: Organizing transactions to simplify financial tracking and planning.
*Creating Sales Invoices & Managing A/R: Generating invoices and tracking payments to optimize cash flow.
*Monitoring Bills & Managing A/P: Tracking and managing bills for timely payments and avoiding penalties.
*Bank Reconciliation: Balancing your accounts with precision, addressing any inconsistencies.
*Updating/Customizing Chart of Accounts: Tailoring your chart of accounts to reflect your unique business needs.
*Expense Tracking: Categorizing and tracking expenses to ensure tax readiness and financial clarity.
*Financial Reporting: Delivering key reports such as Profit & Loss, Balance Sheets, and Cash Flow to inform decision-making.
Why choose me? With a passion for numbers and a commitment to accuracy, I deliver meticulous financial records and insightful analyses to empower informed decision-making. As a certified Xero and QuickBooks Online ProAdvisor, I ensure every transaction is tracked correctly, maintaining a clear financial picture for clients.
I’m here to make your financial management stress-free. Let’s connect and start achieving your financial goals today!
Experience: Less than 6 months
Certified Xero Advisor with hands-on experience in setting up accounts, managing multi-currency transactions, and preparing financial reports. Skilled in uploading and reconciling bank transactions from sources like Wise, PayPal, and Stripe.
Experience: Less than 6 months
QuickBooks ProAdvisor with expertise in setting up and managing QuickBooks Online accounts. Proficient in generating Balance Sheets, Profit and Loss Reports, and transaction categorization, ensuring accurate and insightful financial records.
Experience: Less than 6 months
Detail-oriented bookkeeper experienced in managing accounts, recording transactions, reconciling accounts, and preparing essential financial reports. Committed to maintaining accurate records and supporting businesses in achieving financial clarity.
Experience: Less than 6 months
Proficient in bank reconciliation, matching transactions and identifying discrepancies to maintain accurate financial records and ensure alignment between bank statements and internal records.
Experience: Less than 6 months
Skilled in preparing detailed financial reports, including Balance Sheets and Profit and Loss Statements, to provide clear insights into a business's financial health and support data-driven decisions.
Experience: Less than 6 months
Specialized in online bookkeeping with Xero and QuickBooks, offering remote financial management services, from data entry to financial reporting, to keep business finances organized and accessible.
Experience: Less than 6 months
Experienced in managing Accounts Receivable, including tracking and recording incoming payments, maintaining accurate client accounts, and ensuring timely collections to optimize cash flow.
Experience: Less than 6 months
Expert in account reconciliation processes, ensuring consistency and accuracy across accounts for dependable financial records, supporting financial health and compliance.
Experience: Less than 6 months
Basic understanding of payroll processes, including calculating wages, managing deductions, and ensuring timely payments while maintaining accurate payroll records.
Experience: Less than 6 months
Skilled in Accounts Payable management, handling vendor invoices, ensuring timely payments, and tracking expenses to manage cash flow and foster strong vendor relationships.
Experience: 2 - 5 years
Experienced in data entry with a strong focus on accuracy and efficiency, ensuring that all financial data is correctly recorded and organized for reliable reporting and analysis.
Experience: Less than 6 months
Meticulous and detail-oriented, committed to delivering high-quality work with accuracy in every task, from data entry to financial reporting, ensuring error-free records.
Experience: Less than 6 months
Experienced in creating and managing client billing, ensuring accuracy in invoicing and assisting clients with clear, timely statements for efficient payment processing.
Experience: Less than 6 months
Proficient in preparing and issuing invoices, monitoring outstanding balances, and coordinating with clients to facilitate prompt payment, supporting positive cash flow.
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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