Expertise: XERO, QUICKBOOKS, SLACK,GOOGLE SPREADSHEET, GOOGLE DRIVE, MICROSOFT EXCEL
Having a hard time with your daily bookkeeping?
Hi there! I'm
My mission is to help small and medium-sized businesses thrive by creating efficient processes that save time and enhance accuracy. Think of me as your personal ally. With my support, you can focus on what you do best, knowing your financial matters are in capable hands. Let’s work together to elevate your business to new heights.
Here's what I can do to help you:
Set-up and Maintenance of Xero and QuickBooks file including:
-Customized Chart of accounts
- Upload Historical Transactions from Bank Data
- Assistance with 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 Interbank transfers
-Record any Adjusting entries needed
-Reconciling Bank transactions and Credit Card to Statements
-Reconcile other Balance Sheets 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 Comparison whenever applicable
Need help managing your finances efficiently? Contact me today and let's get started!
Your Bookkeeper,
Experience: Less than 6 months
Well versed in navigating and using the Xero Software.
Experience: Less than 6 months
Knowledgeable in using QBO software
Experience: Less than 6 months
Experienced handling real cases of bookkeeping using Xero and QBO Accounting Software from setting up the company's account up to generating Financial Reports with Month to month comparison whenever applicable.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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