Expertise: Xero, QuickBooks
As a fearless bookkeeper, I thrive in tackling new challenges head-on with a passion for precision and accuracy. While I’m a fresh face in the bookkeeping world, my commitment to mastering the craft is unwavering. As a certified Xero and QuickBooks advisor, I combine in-depth knowledge of both platforms to deliver efficient, accurate, and tailored financial solutions.
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:
Setup and maintenance of Xero or 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 tasks, 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 cards to statements
*Reconcile other balance sheet accounts to underlying records
*Creating bills, sales invoices, purchase orders, etc.
Monthly Financial reporting including:
*Balance Sheet
*Profit and Loss Statement
*Month-to-month comparison whenever applicable
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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