I've always been fascinated by how businesses work and how to best innovate and increase efficiency. My goal is to help small and medium-sized businesses (SMEs) excel in their industries by implementing processes and procedures to streamline their accounting and help them understand the story of their business in their figures. So that they can free up their time, increase their productivity, reduce stress in their lives, and focus on critical business operations.
CORE COMPETENCY
Bookkeeping (Xero & Quickbooks)
Financial Reporting
Budget & Financial Planning
Strategy and Forecasting
Business Process & Management
Digital Marketing (Website,
eCommerce (Amazon & Shopify)
WHAT I DO
*RECORD
Migrate and set up your XERO / Quickbooks accounting system.
Create a chart of accounts that is unique to your business.
Add new currency if needed.
Add and link your bank account.
Upload bank statements.
Record Sales, Bills, and Expenses
Categorized and matched Bank transactions.
Create bank rules.
Send and process queries based on clients' feedback
*RECONCILE
Prepare reconciliation for balance sheet accounts.
Bank Balances, PayPal/ Stripe & Credit Card Balances
Accounts Receivable & Accounts/ Loans Payable
Reconcile Inventory & Accruals
*REVIEW (Audit / Checking)
Review the Profit and loss, Balance Sheet and Cash Flow Statement and compare them to the previous months.
*REVISE
Prepare an adjustment for any errors encountered.
*REPORT
Income Statement.
Balance Sheet.
Cash Flow Statement
Bank Reconciliation Summary
Aging of AR and AP
Inventory Item List
WHAT MAKES ME DIFFERENT
My 20+ years in the field of Accounting and my 7 years of experience as a Virtual Professional help me develop my administrative and digital marketing skills. The combination of my skill sets creates added value for your investments.
ADMINISTRATIVE TASKS AND SKILL SET
Payroll and Human Resource Functions
Product Research - eCommerce
Supplier Sourcing - eCommerce
Account Maintenance - Amazon & Shopify
Platform Integration
Process Recommendation
Technology Streamlining
Project Management -Trello
DIGITAL MARKETING TASKS AND SKILL SET
Shopify Web Design
Keyword Research
Lead Generation
Digital Ads
Social Media Management
Content Marketing Plan
Graphics & Video Editing
Let me know if this interests you, just send me a message and we can schedule a call anytime this week.
Let’s Connect! I'm excited to help you.
Send me an
Experience: 10+ years
✳Financial Reporting ✳Budget & Financial Planning ✳Strategy and Forecasting
Experience: 10+ years
To clean up your books and work on your monthly financials. Maintain the accuracy & timeliness of your books and financial reporting..
Experience: 10+ years
Ecommerce Bookkeeping (Amazon / Shopify) using Quickbooks or Xero
Experience: 1 - 2 years
Platform Integration, Process Recommendation Technology Streamlining
Experience: 2 - 5 years
Platform Integration Process Recommendation Technology Streamlining
Experience: 10+ years
To get a clear view and understand your gross margins and profitability. ✅ To track inventory and the cost of goods sold, correctly. ✅ To help you streamline some manual processes and know which app to use. ✅ To clean up your books and work on your monthly financials. ✅ Maintain the accuracy & timeliness of your books and financial reporting..
Experience: 10+ years
????Quickbooks / Xero Bookkeeping ???? Clean up & catch-up with the books ????Inventory management ????AP & AR Management ????Bank, Credit Card & Paypal Reconciliations ????Inventory management ????Financial Reports ????Audit / Checking
Experience: 10+ years
Budget & Financial Planning, Strategy and Forecasting
Experience: 1 - 2 years
Amazon Bookkeeping using QuickBooks or Xero, Inventory management, Bank, Credit Card & PayPal Reconciliations, Financial Reports, Audit / Checking, a2xPlatform Integration, Process Recommendation and Technology Streamlining
Experience: 1 - 2 years
Shopify Bookkeeping using QuickBooks or Xero, Inventory management, Bank, Credit Card & PayPal Reconciliations, Financial Reports, Audit / Checking, a2xPlatform Integration, Process Recommendation and Technology Streamlining
Experience: 10+ years
AP & AR Management
Experience: 10+ years
Budget & Financial Planning, Strategy and Forecasting
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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