EXPERTISE: Accounting, Bookkeeping, XERO, QuickBooks Online
I am a detail-oriented Bookkeeper with 10 years of experience in the Accounting Field. I hold a QuickBooks Online and Xero Certification. I support Business owners to focus more on profitability and growth of their business by taking care of their Financial Health.
Here’s what I can do:
I. Adding New Organization in XERO and QuickBooks Online including:
-Customizing Organizational Settings
-Creating and Customizing Chart of Accounts
-Connecting Bank Accounts to Accounting Software to facilitate Bank Feeds
-Adding Contacts, Customers and Vendors
-Uploading Opening Balances
II. Managing day-to-day Transactions including:
-Uploading Bank Statements
-Recording Cash Receipts and Sales
-Recording Cash Disbursements and Purchases and Expenses
-Monitoring Accounts Receivables and Payables
-Recording interbank transfers
-Adding Products and Services and Track Inventory
-Creating Bills, Sales Invoices, Credit Notes, Purchase Orders
-Sending Invoices to Customers
-Categorizing and Reconciling Bank and Credit Card Transactions
-Recording Adjusting Entries, if necessary
III. Preparing Monthly Reports including:
-Balance Sheet
-Profit and Loss Statement
-Cash Flow Statements
-Comparison Reports
Here’s some of the software that I am using:
-XERO
-QuickBooks Online
Connect with me at
Experience: Less than 6 months
I was able to secure to Xero Pro advisor certificate
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: Less than 6 months
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