Joan

Certified QuickBooks & Xero Advisor I Rockstar Bookkeeper

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Overview

Looking for full-time work (8 hours/day)

at $8.00/hour ($1,408.00/month)

Associates degree

Last Active

July 4th, 2024 (yesterday)

Member Since

October 31st, 2017

Profile Description

Struggling to keep up with bookkeeping? You’re not alone!

Hi there, I’m Upgrade to see actual info, a Rockstar Bookkeeper, Certified QuickBooks and Xero Advisor. 
I've got you covered. Let’s lighten your financial load - handling Daily Bookkeeping and Financial Management to ensure your business runs smoothly.

"My mission is to support businesses in their financial journey by offering dependable virtual bookkeeping services. With expertise in QuickBooks and Xero,
 I ensure meticulous record-keeping and confidentiality, allowing clients to focus on achieving their goals.

"Here are what you can expect from my services:

**Setup QuickBooks and Xero Accounts**

- Creating Customized Chart of Accounts
- Creating Banks and Credit Card Accounts and other Payment Gateways
- Assisting in Connecting Accounts Online (bank feeds)
- Uploading Sales Invoices- Uploading Bills and Expenses Receipts

**Daily Bookkeeping**

- Recording Cash Receipts/Income from Bank Deposits
- Recording Cash Disbursements/Expenses from Bank Transactions
- Recording Bank and Credit Card Transactions
- Recording other Payment Gateways Transactions
- Reconciling Bank and Credit Card Accounts
- Creating Sales Invoices/Managing Accounts Receivable
- Creating Bills/Monitoring Accounts Payable
- Creating Purchase Orders, Quotations, and Credit Notes

**Monthly Financial Reporting**

- Balance Sheet
- Income Statement (Profit and Loss)
- Month-to-Month Comparison

**Software Expertise**

- QuickBooks
- Xero
- Excel & Google Sheets
- Fathom
- Upgrade to see actual info
- Gusto Payroll
- Hubdoc
- A2x

Have questions? I'm here to help! Let’s connect!<8efe80624d780eba0c6493ec45140364>Email: Upgrade to see actual info

Top Skills

Accounting » Xero

Experience: 6 months - 1 year

Accounting » Quickbooks

Experience: 6 months - 1 year

Accounting » Bookkeeping » Online Bookkeeping

Experience: 6 months - 1 year

Other Skills

Accounting » Accounts Receivable

Experience: 6 months - 1 year

Accounting » Accounts Reconciliations

Experience: Less than 6 months

Accounting » Accounts Payable

Experience: 6 months - 1 year

Accounting » Bank Reconciliation

Experience: 6 months - 1 year

Basic Information

Age
36
Gender
Female
Website
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Address
Muntinlupa City, Metro Manila
Tests Taken
IQ
Score:  60
DISC
Dominance: 39
Influence: 7
Steadiness: 25
Compliance: 30
English
C2(Advanced/Mastery)
Uploaded ID
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