Expertise: XERO, QUICKBOOKS
I am a dedicated bookkeeper with a strong command of QuickBooks Online and certified Xero Advisor. I bring a fresh perspective and a commitment to excellence. While I’m new to the profession, my dedication to accuracy and efficiency ensures that your financial records are always in top shape.
I’d be glad to take care of your books so you can save time, cut costs, and put your energy into growing your business.
SERVICES I CAN OFFER:
Set up and/or Maintenance of Xero or QuickBooks files, including:
*Customizing the chart of accounts
*Importing and categorizing historical transactions from bank data
*Setting up bank feeds if applicable
Daily bookkeeping, including but not limited to:
*Accurately recording cash receipts and income from bank deposits
*Tracking cash disbursements/expenses from bank transactions
*Managing interbank transfers
*Making necessary adjusting journal entries if needed
*Reconciling bank and credit card transactions
*Reconciling balance sheet accounts (e.g., A/R, A/P) with underlying records
*Generating and managing bills, sales invoices, credit notes, purchase orders
*Managing accounts payable and receivable
Monthly financial reporting, including:
*Preparation of balance sheet
*Profit and Loss statement
*Month-to-month financial comparisons if needed
Here's Software/Tool I Use
Xero
QuickBooks Online
Google Workspace
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Hands-on experience
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
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