Expertise: XERO AND QUICKBOOKS
I'd love to help you with your accounting so you can save time, money, and energy and focus more on growing your business.
Here's what I can do:
Set up and/or maintenance of XERO and QuickBooks, including files:
- Customized chart of accounts
- Upload historical transactions from bank data
- Assistance with the setup of any bank feeds, as applicable
- Customized Reporting
Daily bookkeeping, including but not limited to the following:
- Record cash receipts/income from your bank deposits
- Record cash disbursements/expenses from your bank transactions
- Record an interbank transfer
- Record any adjusting entries needed
- Reconciling bank transactions and credit cards on statements
- Reconcile other balance sheet accounts to the underlying records
- Creating bills, sales invoices, credit notes, and purchase orders, etc
Monthly financial reporting, including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
Here's some software that I have been using:
XERO
QuickBooks Online
Excel
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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