Expertise: Leadership Skills, Xero, Slack, MS Office 365, Google Spreadsheet, Google Drive, Quickbooks
Hi there, my name is
My meticulous attention to detail and dedication to accuracy ensure your financial records are always up-to-date and compliant. By providing timely and actionable financial insights, I empower you to make informed decisions and drive your business forward.
Let me manage your books, giving you the peace of mind to concentrate on growth and success.
Here's what I can do:
Setup and/or Maintenance of XERO/QBO file including:
-Customized chart of accounts
-Upload historical transactions from bank data
-Assistance with setup of any bank feeds, as applicable
-Assistance with setup of 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
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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