PROFICIENCY: XERO, QUICKBOOKS, GOOGLE WORKSPACE
Chasing spreadsheets, not growth? If your finances are slowing you down, it’s time for a smarter system.
Hi, I’m
I specialize in Xero and QuickBooks Online, bringing hands-on experience across e-commerce (Stripe, Wise), photography, IT, and marketing industries. Whether you’re team Xero or QBO, I streamline your accounting systems, ensure accuracy, and deliver financial insights that matter. With me managing your books, you can expect reliable support in:
Creating and maintaining financial records in Xero and QuickBooks, including:
• Customized Chart of Accounts
• Uploading Bank Transactions
• Help configure and link bank accounts
Daily bookkeeping tasks, including (but not limited to):
• Record cash receipts and income from bank deposits
• Record cash disbursements and expenses from bank transactions
• Log inter-account bank transfers
• Enter manual journal adjustments
• Reconcile bank and credit card transactions to their statements
• Cross-check balance sheet accounts with corresponding records
• Generate and manage bills, invoices, credit memos, and purchase orders
Monthly financial statements preparation including:
• Preparing Balance Sheet & Profit and Loss Statements
• Monthly data comparison
What you can gain from working with me:
• More time to focus on growing your business
• Peace of mind knowing your books are always accurate and up to date
• Better financial visibility to make smarter, faster decisions
• Confidence in compliance and reporting
• A reliable, detail-oriented partner who treats your business like their own
Software & Tools Proficiency:
• Xero (Certified)
• QuickBooks Online (Certified)
• Microsoft Excel
• Google Workspace (Sheets, Docs, Drive, Gmail, Calendar, etc.)
Let’s get your finances in order. Let's connect!
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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