Your business's financial success starts with effective bookkeeping.
I pay close attention to detail and maintain high accuracy in your financial records.
I track and categorize your expenses to provide you with a clear view of your financial position.
I reconcile your bank accounts to ensure accuracy and identify any discrepancies.
With my bookkeeping services, you can efficiently manage your finances and achieve your business goals.
Bachelor of Science in Accountancy
8 years of experience in Bookkeeping
QuickBooks ProAdvisor Certified
Xero Certified Advisor
5-Week Extensive Training in US Tax Preparation
QuickBooks Online:
Help the client choose the right subscription
Company settings (sales, purchases, products, and services, accounting method) Adding customers and vendors
Creating invoices
Creating billing
Manual uploading of the bank, credit card, and PayPal statements
Bank reconciliations
Setting up bank rules
Add, match, and exclude bank transactions
Setting up recurring transactions (billing, invoicing, journaling)
Inventory management
Generation of reports (Balance Sheet, Income Statement, Trial Balance)
Xero:
Xero software setup and customization
Bank and credit card reconciliations
Accounts payable and receivable management
Payroll processing and reporting, including PAYG and superannuation
GST and BAS preparation and lodgment
Financial reporting and analysis
US Tax Preparation:
1040-Due diligence, W2, 1065, 1098, 1099, 1120, 1120-S. Schedule C Income and Expenses, Depreciable Assets
Software: Drake, TaxSlayer Pro, ProConnect
Tools
Let's get started and set up a Zoo
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
SEE MORE REAL RESULTS“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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