Expertise: Xero, Quickbooks
I help small businesses stay financially organized and audit-ready by delivering accurate bank reconciliations and clear, decision-ready financial reports — on time, every time. With hands-on training through intensive, case-based coursework, I've built practical experience solving the same reconciliation and reporting challenges business owners face daily, so you get real-world competence from day one.
What I bring to your business:
• Bank Reconciliation — Matching transactions across accounts to eliminate discrepancies and
keep your books error-free.
• Profit & Loss Reports — Clear, well-organized statements that show exactly where your business stands financially.
• Balance Sheet Preparation — Accurate snapshots of assets, liabilities, and equity for confident decision-making.
• Tools: QuickBooks Online & Xero
• Working Style: Detail-oriented, meticulous, and deadline-driven — I don't just enter numbers, I verify them.
I know that clean books are the foundation of every good business decision. That's why I approach every reconciliation and report with the same care I'd want if it were my own company's finances on the line. Whether you need a one-time cleanup or ongoing monthly support, I'm committed to giving you accuracy you can trust and reports you can actually use.
Let's talk about how I can help keep your finances organized, transparent, and ready for growth.
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
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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