Expertise: XERO, QUICKBOOKS, Microsoft Excel, Google Sheet
I am a highly experienced and proficient bookkeeper with more than 8 years of experience in accounting field that can tick off the checkboxes on your to-do list. I am well versed in XERO and Quickbooks Online.
Here's a list of the tasks and skills I can offer you:
Setup and/or Maintenance of XERO and Quickbooks file including:
- Chart of accounts customization
- Upload historical transactions from bank data
- Manages and setting up of any bank feeds, as applicable
- Manages and setting up of any necessary third-party integration tools
- Financial Reporting
Daily bookkeeping including but not limited to the following:
- Record cash receipts/income, invoices from your bank deposits
- Record cash disbursements/expenses, bills from your bank transactions
- Transaction categorization
- Record bank transfers
- Post any adjusting entries needed
- Reconciling bank transactions, credit cards and payment gateways to statements
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, purchase orders, etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
List of some software that I've been using:
- XERO
- Intuit Quickbooks
- Microsoft 365
- Google Sheet
- Google Drive
- Slack
- Stripe
- PayPal
I get thrilled with new opportunities where I can help business owners in decision-making by providing accurate and timely financial reports.
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 1 - 2 years
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