EXPERTISE: Xero, Quickbooks, Slack, Trello, Google Drive, Microsoft Office
Hi! I'm Cherrie, your bookkeeper with over 8 years of experience. I'm here to help you streamline your financial processes and ensure your accounts are always up to date. I provide accurate and efficient bookkeeping services tailored for small and medium-sized businesses.
Think of me as your dedicated financial partner, simplifying the bookkeeping process so you can concentrate on what truly matters—growing your business! Together, we’ll drive your business to success.
Here’s a list of services available for you:
Xero/QuickBooks Setup & Maintenance:
- Set up company files- Customized Chart of Accounts- Customize invoices and manage lists- Integrate Bank Feeds
- Upload historical transactions from bank data
- Regular system checks and troubleshooting
Daily Bookkeeping:
- Record daily transactions (Income and Expenses)
- Bank categorization- Record interbank transfers
- Record manual adjusting entries
- Create Bills, Sales Invoices, Credit Notes, Purchase Orders, and Quotations
- Reconcile bank transactions and credit card statements
Monthly Financial Reporting:
- Prepare Income Statement (Profit and Loss)
- Prepare Balance Sheet- Month-to-month Comparison
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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