Expertise: XERO, QUICKBOOKS and SLACKS
I am a passionate Bookkeeper with more than 14 years of experience in the accounting and finance. I love to help business owners to focus more on growing their business by taking care of their Accounting needs.
Here's what I can do:
• Set up and/or maintain XERO files including:
- Customized Chart of accounts
- Upload Bank transactions and/or assist Bank feeds
- Create and/or assist Bank accounts
- Upload and/or create Sales invoices
- Upload and/or create Bills
- Customized Report
- Set-up Multi-Currency
• Catch-up and Clean-up
• Daily and ongoing bookkeeping including:
- Record and manage account receivables
- Record and manage account payables
- Bank Categorization
- Bank Reconciliation
- Record any adjusting entries needed
-Creating daily sales invoices, bills, credit notes, purchase orders, etc.
• Monthly financial reports:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
• Administrative tasks
Here's the software that I been using:
- XERO
- Google Spreadsheet
- Google Drive
- Slacks
- PayPal
Experience: 5 - 10 years
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTS“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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