Your trusted bookkeeping partner with strong
foundational experience in financial recordkeeping, reconciliations, and reporting.
Trained and certified through comprehensive bookkeeping courses and hands-on review
programs. I’m a certified XERO Advisor and adept in using QuickBooks Online.
I have 7 years of practical experience managing
books for local businesses and am continuously expanding my expertise to align
with the international accounting approach. Highly adaptable and committed to delivering
accurate, organized, and timely results.
I help business owners maintain accurate books to
gain clear insights into their financial health and growth potential.
Here is what I can do:
Implementation and/or Management of XERO or QuickBooks
Software, which includes:
Chart of Accounts Customization
Ongoing Account Management
Reconciliation and Reporting
Data Accuracy and Compliance
System Optimization and Updates
Client Support and Financial Oversight
Daily record keeping, including but not limited to
* Financial transaction recording from sales,
purchases, and payments.
* Bank feed reconciliation from the connected bank
accounts or credit cards.
* Track daily inflows and cash flows to maintain healthy
liquidity.
* Track accounts payable from supplier bills and
schedule payment on time.
* Organized and filed receipts for easy reference
and audit readiness.
* Review financial reports to monitor sales trends,
expenses, and overall business performance.
Monthly Financial Reporting:
* Generate Profit and Loss Statement, Balance
Sheet, and Cash Flow Statement.
* Ensure all bank, credit card, loan, and
vendor accounts are fully reconciled.
* Summarize financial data into clear,
actionable insights.
Software that I use:
XERO
QuickBooks
GOOGLE Suite/Microsoft
Office
ZOOM/Microsoft Teams
Slack/Trello
Calendar and Scheduling
Management
Experience: 1 - 2 years
Experience: 10+ years
Recording accounts payable in excel and other data related to the company's files
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 5 - 10 years
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
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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