Expertise: Bookkeeping using XERO & QUICKBOOKS ONLINE
I offer dedicated 1-on-1 attention to gain a deep understanding of your business goals and financial priorities. My goal is to help entrepreneurs and business owners manage their finances with accuracy and confidence.
Here's what I can do:
Setup and/or Maintenance of XERO or Quickbooks file including:
* Configured Chart of Accounts
* Upload past transactions using bank data
* Support with setting up applicable bank feeds
* Support with setting up necessary third-party integration tools
* Custom Reporting Solutions
Daily bookkeeping including but is not limited to the following:
* Track/record cash receipts/income from your bank deposits
* Track/record cash disbursements/expenses from your bank transactions
* Track/record interbank transfers
* Record any adjusting entries needed
* Reconciling bank and credit card transactions and statements
* Reconcile additional balance sheet accounts with supporting records
* Creating bills, sales invoices, credit notes, purchase orders, and more
Monthly financial reporting including:
* Balance Sheet* Profit and Loss Statement
* Conducting month-to-month comparisons as necessary
Here's some software that I have been using XERO, Quickbooks Online, Stripe, PayPal, Slack, Parallax and many more.
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
“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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