Expertise: XERO, QUICKBOOKS
Hi there! I'm
I'm passionate about supporting small and medium business owners by relieving them of the burden of bookkeeping. With my support, you can focus on expanding your business with confidence.
Let's team up to fuel your business's success. I'll handle the bookkeeping so you can concentrate on what you do best - growing your business.
Here's what I can offer:
Catch-up Bookkeeping
On-going bookkeeping
Setup and/or Maintenance of Xero or Quickbooks file:
-Customized chart of accounts
-Upload historical transactions from bank data
-Assistance with setup of any bank feeds, as applicable
Daily/Monthly bookkeeping including but not limited to:
•Bank Reconciliation
-Reconcile bank statements/credit cards and payment gateways transactions with the company's financial records to ensure accuracy and identify any discrepancies.
•Accounts Payable
Manage accounts payable by recording and tracking bills, ensuring timely payments to vendors and suppliers
•Account Receivable
Overseeing accounts receivable by creating and sending invoices, tracking customer payments, and managing collections to ensure a healthy cash flow
•Expense Tracking
Monitor and categorize business expenses and ensure proper documentation
•Financial Reporting
Generate Reports such as:
-Balance Sheets
-Profit and Loss Statements
-Cash Flow Statements
Software that I've been using:
-XERO
-Quickbooks
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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