Expertise: XERO, QUICKBOOKS
I’m an enthusiastic and dedicated bookkeeper, certified as a Xero Advisor and well-versed in QuickBooks Online. While I may not have direct client experience yet, I’ve gained hands-on training in both platforms—navigating real-life simulations like setting up chart of accounts, recording transactions, reconciling bank feeds, and generating financial reports.
I’d love to support your business by managing your books accurately and efficiently, so you can save time, reduce stress, and focus on what matters most—growing your 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
-Assistance with setup of any bank feeds, as applicable
-Assistance with setup pf any necessary third-party integration tools
-Customized Reporting
Daily bookkeeping including but is not limited to the following:
-Record cash receipts/income from your bank deposits
-Record cash disbursements/expenses from your bank transactions
-Record interbank transfers
-Record any adjusting entries needed
-Reconciling bank transactions and credit cards to statements
-Reconcile other balance sheet accounts to underlying records
-Creating bills, sales invoices, Credit notes Purchase orders, etc.
Monthly financial reporting including:
-Balance Sheet
-Profit and Loss Statement
-Month-to-month comparisons whenever applicable
Here’s some software that I have been using:
XERO
QuickBooks Online
Stripe
PayPal
Zoom
Microsoft Software
Slacks
Canva
Capcut
Flexmls
Heygen
Elevenlabs
Follow Up Boss
Trello
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: Less than 6 months
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