*No time for messy books? I got you*wink*
I help small business owners CLEAN UP BOOKS and KEEP IT ORGANIZED by properly categorizing each transactions, reconciling bank and credit card accounts and even payment gateways( e.g. PayPal, Stripe, Wise), and preparing reports using QuickBooks Online or XERO.
Below are some but not limited to the services I take on keeping the company’s growth and finances healthy:
*Start Up/ Migration
Setting up QuickBooks Online Account (QBO) or Xero
Helping migrate from manual or previous accounting software to new one
*Ongoing Management
Clean-up messy data - fixing books that were recorded incorrectly
Catch-up previous unrecorded transactions
Categorization, Classification, and Reconciliation of transactions
Investigate and correct duplicate entries and miscategorized transactions
Organize the documents and receipts
Reconcile your bank, credit card and payment gateway transactions to assert accuracy of your numbers
Prepare journal entries (prepaid expenses, depreciation, amortizations, accruals, loans, etc)
*Compliance and Reporting
Prepare customized reports tailored-fit for you company needs
Preparation of Balance Sheet and Profit and Loss - accountant ready
Why work with me?
*I love helping small businesses stay financially organized and stress-free.
*I’m detail oriented and reliable
*I’m committed to delivering accurate, timely, and dependable financial services that help streamline your business operations.
*I manage sensitive work details with utmost confidentiality and discretion, ensuring the protection of proprietary information.
Let's work together to start keeping your finances on track!
When's a good time for you to jump on a discovery call?
Experience: Less than 6 months
Achieved my certificate as Xero Certified Professional
Experience: Less than 6 months
Achieved my certificate as QuickBooks Pro Advisor
Experience: Less than 6 months
I am a graduate of Bachelor of Science in Accountancy.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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