Expertise: Xero and Quickbooks
I am a reliable and detail-oriented bookkeeper who enjoys turning messy numbers into clear, organized records. Whether it's catching up on overdue books, cleaning up financial data, or keeping everything up to date, I make sure your finances are accurate and stress-free. I work with Quickbooks, Xero and Excel, and I love helping business owners feel confident about their numbers so they can focus on growing their business.
Here's what I can do:
* Setup and/or Maintenance of XERO or Quickbooks file including:
- Customized Chart of Accounts
-Upload historical transactions from bank data
*Daily Bookkeeping includes but not limited to:
-Record cash receipts/income from your bank deposits
-Record cash disbursement/expenses from your bank transactions
-Record interbank transfers
-Creating bills, sales invoices, purchase orders, etc.
-Reconciling bank transactions and credit cards to statements
-Record any adjusting entries, if needed
*Monthly Financial Reporting includes:
-Balance Sheet (Statement of Financial Position)
- Statement of Profit or Loss
-Month-to-month comparisons, whenever applicable
Here's some software that I have been using:
-Xero
- Quickbooks Online
-Slack
-Google Workspace
-Zoom
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
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