Expertise: XERO
Hey there, I’m
My task is to help small and medium-sized businesses thrive by generating smart
processes that save time and boost precision. I believe in giving you a
complete financial picture of your business, so you can make knowledgeable
decisions with sureness.
I help business proprietors to concentrate more in
growing their business by taking care of their Bookkeeping matters.
With my support, you can focus on what you do best, knowing
that your financial matters are in capable hands. Let’s work together to make your
business reach new heights!
Here’s what I can do:
Set-up and/or Maintenance of XERO file including:
-customized chart of accounts
-Upload historical transactions from bank data
-Assistance with set-up of any bank feeds, as applicable
-Customized Reporting
Daily bookkeeping including but is not limited to the
following:
- Record cash receipt/income from your bank deposits
- Record cash disbursements/expenses from your bank
transactions
- Record interbank transfers
- Reconciling bank transactions and credit cards to
statements
- Reconcile other balance sheet accounts to underlying
records
- Creating bills, sales invoices, Credit Notes, Purchase
orders, etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 6 months - 1 year
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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