Detail-oriented and reliable bookkeeper with experience in managing finances using QuickBooks Online and Xero. I specialize in providing clean, accurate books, customized reporting, and streamlined systems that give business owners peace of mind and financial clarity.
Core Bookkeeping Services:
- Track income and expenses
- Enter vendor bills and customer invoices
- Record and categorize financial transactions
- Reconcile all accounts and correct discrepancies
- Monitor accounts payable (AP) and accounts receivable (AR)
- Prepare monthly financial statements (P&L Report, Balance Sheet, Cash Flow)
- Class/location tracking (for businesses with multiple income streams)
Additional Services:
- QuickBooks or Xero setup (including chart of accounts)
- Historical cleanup & catch-up
- Transition from manual bookkeeping to cloud accounting
- Custom reports tailored to your business needs
- Bookkeeping consulting and ongoing support
Tools & Software Proficiency:
1. Accounting Platforms:
- Quickbooks Online
- Xero
2. Spreadsheets & Reporting:
- Google Sheets
- Microsoft Excel
3. Communication & Project Management:
- ClickUp
4. File Sharing
- Google Drive
Ready to take the stress out of your finances?
Let’s work together to streamline your books and give you back your time.
Send me a message to schedule a free consultation.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: Less than 6 months
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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