Expertise: XERO, QuickBooks Online, Microsoft Excel
I am a reliable, detail-oriented bookkeeper and a certified ProAdvisor in XERO and QuickBooks Online. With my expertise in these powerful accounting tools, you can trust that your financial data will be managed with precision and care—allowing you to focus on what matters most: growing your business.
My goal is to simplify your accounting processes, saving you time, money, and energy while ensuring your financials are always accurate and up-to-date. Let me handle the numbers, so you can make informed decisions and take your business to the next level.
What I Can Do for You:
Accounting System Setup (XERO & QuickBooks Online)
I’ll set up your accounting system to ensure everything runs smoothly from day one, including:
• Customizing your Chart of Accounts to match your business needs
• Uploading historical transactions from your bank data
• Creating customized reports for better decision-making
Daily Bookkeeping
I’ll handle the day-to-day tasks so you can focus on growing your business, including:
• Creating sales invoices and managing accounts receivable
• Monitoring bills and managing accounts payable
• Recording cash receipts/income from your bank deposits
• Recording cash disbursements/expenses from your bank transactions
• Managing interbank transfers
• Categorizing and organizing accounts for better clarity
• Reconciling bank statements to recorded transactions
• Identifying and resolving discrepancies
Monthly Financial Reporting
I’ll provide clear, actionable reports at the end of every month to keep you informed, including:
• Balance Sheet and Cash Flow Statement
• Profit & Loss Statement
• Month-to-month comparisons to track performance and growth
Software Expertise
I use the latest tools to ensure your financial data is accurate and accessible:
XERO
QuickBooks Online
Google Drive
Microsoft Excel
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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