Tools & Expertise:
Xero | QuickBooks | Excel | Google Sheets | Slack
Hi there, I’m
As a Freelance Bookkeeper, I’m here to help small businesses simplify their financial processes. I know that managing finances can feel overwhelming, with issues like messy records, time-consuming tasks, and worries about compliance. That’s where I can help!
I am well-versed in Xero and QuickBooks Online, allowing me to take care of your bookkeeping with precision. I track your income, expenses, and cash flow, providing clear financial insights to help you make smart decisions. My goal is to reduce your financial stress so you can focus on growing your business and reaching your goals.
Let’s work together to improve your financial processes and set your business up for success!
My Bookkeeping Services Include:
Xero & QuickBooks Setup/Maintenance:
• Custom Chart Setup: Tailored Chart of Accounts to fit your business model.
• Account Management: Establish and oversee bank accounts for smooth transactions.
• Transaction Uploads: Seamlessly integrate bank transactions into your system.
• Multi-Currency Management: Efficiently manage transactions across different currencies.
• Tailored Reporting: Deliver customized financial reports for strategic decision-making.
Ongoing Bookkeeping Support:
• Invoice and Bill Generation: Create and manage invoices, bills, credit notes, and purchase orders.
• Sales and Expense Tracking: Meticulously record all sales and expenses.
• Cash Flow Management: Handle cash receipts and disbursements effectively.
• Refund Processing: Manage refunds and facilitate bank transfers.
• Bank Reconciliation: Categorize and reconcile bank accounts regularly.
• Adjusting Entries: Ensure accuracy with timely adjustment entries.
Monthly Financial Reporting:
• Balance Sheet Preparation: Compile detailed Balance Sheets for financial health assessment.
• Profit and Loss Statements: Analyze profitability with comprehensive reports.
• Cash Flow Analysis: Assess liquidity with detailed Cash Flow Statements.
• Comparative Analysis: Provide month-to-month comparisons for performance insights.
Take the first step toward financial peace of mind! Get in touch, and let’s make your bookkeeping effortless!
Looking forward to working together!
Your Bookkeeper,
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 5 - 10 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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