EXPERTISE: XERO, QUICKBOOKS, PAYPAL, GOOGLE SPREADSHEET, MICROSOFT EXCEL
Do daily bookkeeping tasks feel overwhelming?
Hey! I'm
workload!
I empower small and medium-sized businesses to thrive by acting as your trusted financial ally. With my expertise, you can focus on what truly drives your success,confident that your financial affairs are managed with precision and care. Let’s work together to make your business reach new heights!
Here are the services you can avail:
XERO AND QUICKBOOKS SETUP AND MAINTENANCE
- Tailored Chart of Accounts: Create or customize your COA to align precisely with your industry and business structure.
- Upload Historical Bank Transactions: Seamlessly migrate or import past bank data for continuity and accurate reporting.
- Bank Feed Integration: Set up bank and payment feeds—including PayPal—enabling automated transaction import and reconciliation.
- Custom Reporting: Design and deliver tailored financial reports to support decision-making and growth tracking.
DAILY BOOKKEEPING SERVICES — YOUR FINANCIAL ESSENTIALS
- Record cash receipts/income from bank deposits, credit card, PayPal, and other sources — ensuring every inflow is captured accurately
- Log cash disbursements/expenses from bank and credit-card transactions — tracking every outflow detail
- Record interbank transfers to reflect internal money movement cleanly and properly accounted
- Post manual adjusting entries, such as accruals, corrections, and journal revisions for financial accuracy
- Reconcile bank & credit-card transactions to corresponding statements daily — a key safeguard against errors or fraud
- Reconcile other balance sheet accounts, such as loans, prepaid expenses, or intercompany balances, to underlying documentation
- Create transactional documents: bills, sales invoices, credit notes, purchase orders, and quotations to support operations and reporting
MONTHLY FINANCIAL REPORTING — YOUR BUSINESS SNAPSHOT
- Balance Sheet: A snapshot of your assets, liabilities, and equity at month-end, helping assess financial strength and liquidity.
- Income Statement (Profit & Loss): Tracks your revenues, expenses, and net profit or loss for the month, revealing operational performance.
- Month-to-Month Comparisons: Side-by-side or percentage comparisons to highlight trends, whether growth, margin shifts, or cost changes, enabling proactive business decisions.
Don’t let bookkeeping overwhelm you. Reach out today, and let's simplify your financial journey together!
Your Bookkeeper,
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 10+ years
Experience: 10+ years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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