Charles
Xero Certified Advisor / Freelance Virtual Bookkeeper
Overview
Looking for gig work
at $11.20/hour
Notre Dame of Tacurong College
(Humanities and Social Sciences)
Last Active
March 23rd, 2024 (27 days ago)
Member Since
May 4th, 2021
Profile Description
I help business owners gain financial visibility on their finances that will help them make better decisions in scaling their business. Here is a short and simple summary of my expertise in the bookkeeping field Setting up a company in accounting software
*Set-up bank accounts and credit cards *Set-up customer and vendors for more detailed accounting *Set-up products and services for more efficient billing
Accounts Payables Management
*Manual upload of bills and receipts
*Tracking overdue bills
*Reporting of bills needed to be paid before due date Accounts Receivables management
*Manual upload of sales invoice
*Tracking overdue customers
*Reporting of outstanding invoices Bank reconciliation
*Categorizing bank transactions *matching bank transfers
*matching corresponding bills and invoices to bank transactions
*making sure bank's data matches accounting software data, through pdf bank statements cross checking, Monthly financial statement reporting
*Generating monthly Profit and Loss
*Generating monthly Balance Sheet
*Generating monthly Cashflow statatement
Software efficiency
*QuickBooks Online
*Xero
*a2x
*Dext
*Receipt Bot
*Google Sheets
*Microsoft Office Apps
*Google Drive
*DropBox
*Adobe Acrobat
*Amazon Seller Central
*1password
*LastPass
*Trello
*Asana
*Karbon
*Clickup What my client says about me:
Top Skills
Accounting » Xero
Experience: 2 - 5 years
As a Xero Certified bookkeeper these are the several advantages I can offer for your business; Hiring a Xero Certified bookkeeper offers numerous benefits for your business. These professionals(like myself) possess specialized knowledge and expertise in utilizing the Xero accounting software, allowing me to efficiently manage your financial records and leverage the platform's features. I ensure accuracy and streamline tasks through automation, saving time and reducing the risk of errors. By outsourcing your bookkeeping to a Xero Advisor, you can focus on core business activities, potentially saving costs compared to an in-house bookkeeper. Xero Certified bookkeepers provide real-time financial insights, help maintain compliance with regulations, and support tax-related tasks. I also ensure scalability by adapting the software to accommodate your business's changing needs. Ultimately, hiring me as a Xero Certified bookkeeper optimizes your bookkeeping processes and improves financial management, contributing to the success of your business.
Accounting » Quickbooks
Experience: 2 - 5 years
My bookkeeping process in QuickBooks Online involves setting up a chart of accounts, recording transactions, managing invoices and receivables, handling payables and expenses, reconciling bank accounts, generating reports for analysis, processing payroll, preparing for taxes, integrating with third-party apps, and ensuring data security through automatic backups. correspondingly, I can help you be more efficient in tracking your financial transactions, generate reports, and manage various aspects of your bookkeeping process.
Accounting » Bookkeeping
Experience: 2 - 5 years
The process I follow in virtual bookkeeping involves managing financial records and transactions remotely, without the need for physical presence. It begins with clients electronically sharing their financial documents, such as bank statements and receipts, securely through cloud-based platforms or email. I then record these transactions in accounting software such as QuickBooks Online and Xero, ensuring proper categorization and reconciliation of bank accounts. I also handle accounts payable by processing bills and making payments, as well as manage accounts receivable by creating and sending invoices and tracking payments. In doing bank reconciliation my goal is to ensure accuracy between bank statements and the accounting software. Regular financial reports, including profit and loss statements, balance sheets, and cash flow statements, are the ones that I'm going to generate to provide you with a clear understanding of your financial position. Communication with my clients occurs through email, video calls, or messaging platforms, allowing for efficient collaboration. I firmly prioritize security and data protection, utilizing encrypted communication channels and secure cloud storage to safeguard all your informations. Overall, I offer convenience, cost savings, and access to professional expertise without the need for in-person bookkeeper for your business!
Other Skills
Office and Administration » Microsoft Excel
Experience: 5 - 10 years
Office and Administration » Data Entry
Experience: Less than 6 months
Accounting » Financial Accounting » Financial Analysis
Experience: Less than 6 months
Professional Services » Management Services » Inventory Management
Human Resources » Payroll
Experience: Less than 6 months
Video Editing
Basic Information
- Age
- 22
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Tacurong City, Sultan Kudarat
- Tests Taken
- IQ
- Score: 118
- DISC
- Dominance: 44
- Influence: 9
- Steadiness: 23
- Compliance: 23
- English
- C1(Advanced)
- Uploaded ID
- Sign Up with Pro Account to View
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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