Hi, I'm Rei. I'm a Professional Accountant and Bookkeeper in QuickBooks Online and Xero with 4 years of combined experience in Accounting, Bookkeeping, and Administrative.
I am a Meticulous, Detail-oriented, Tech-savvy, and Self-starter who can work with minimal supervision. I can provide results that will satisfy my client. I have experience working with US, Australian, and UK clients.
I Help Small to Medium Business Owners focus on Scaling their Businesses by taking care of their Finances and Providing Insights into their Financial Records.
• 5 Years of Proven Experience in Bookkeeping/Accounting
• Bachelor of Science in Accounting Technology
• QuickBooks and Xero Expert
• Excel and GSheet Pro
How Can I Assist You?
Catch-Up, Clean-Up Bookkeeping, & Full Charge Bookkeeping
-Setup and Maintenance of Xero/QBO
-Record, Classify, and Categorize Financial Transactions
-Upload and Customized Chart of Accounts
-Link Bank Account and Setup Bank feeds
-Upload Bank Statement, Categorize and Reconcile Bank Transaction
-Create manual adjusting entry
-Prepare Financial Statements
-Process Payroll
Daily/Monthly Bookkeeping
-Create Invoices, Bills, Credit note Quotations, and Purchase orders
-Monitor/Manage Accounts Payable and Accounts Receivable Record Sales and Expenses
-Manual record of entries, if applicable
-Sorting and categorizing bank transactions
-Bank Reconciliation
-Managing Inventory
Monthly/Yearly Financial Reporting
-Prepare Balance Sheet
-Prepare Profit and Loss Statement-
-Prepare Cash Flow
-Create Monthly/Yearly Comparison of Financial Report
Other Services Offered
-Data Entry
-Task/File Organization
-General Administrative Tasks
ACCOUNTING SOFTWARE| TOOLS
• Xero, QuickBooks Online, Excel, Google Sheets, SAP, INVOICE ASAP
REPORTING TOOLS
• Microsoft 365 (MS Teams, Excel, Word, PPT, Sharepoint, Outlook, OneNote, OneDrive• Google Suite (Gmail, GDrive, Gchat, Gmeet, Gsheet, GDocs, GSite, Gform, etc)
• Slack,
TASK MANAGEMENT • Asana, Microsoft Task Planner, Xero Practice Manager
PHOTO EDITING • Canva, CapCut
PAYROLL• XERO Payroll, Deputy, Tanda,
CRM Software • Salesforce
Let's collaborate and explore the ease of flawless Bookkeeping
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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