I created a sample bookkeeping system for a small service-based business to demonstrate how I organize and maintain accurate financial records for clients. The project includes a one-month transaction log, categorized expenses and income, and a bank reconciliation file to ensure all records match actual balances. I used Microsoft Excel and Google Sheets for data organization, along with QuickBooks and Xero for basic transaction recording and reporting.
This project reflects how I can help clients who struggle with disorganized financial data, missing records, or time-consuming manual tracking. By maintaining clean and structured books, I support better financial decisions and smoother reporting processes. It demonstrates my skills in transaction recording, data accuracy, reconciliation, and file organization, along with my ability to work efficiently in a remote setup.
Experience: Less than 6 months
Experience: Less than 6 months
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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