Expertise: XERO, QUICKBOOKS
I am a detail-oriented bookkeeper with a strong foundation in accounting, I’m passionate about helping small and medium-sized businesses maintain accurate financial records. With hands-on training in financial reconciliation, transaction management, and the use of industry-leading tools like Xero and QuickBooks Online, I am equipped to provide reliable, efficient, and transparent bookkeeping services.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 how I can help:
Setup and/or maintenance of XERO or Quickbooks file including:
- Customized Chart of Accounts
- Upload historical transactions from bank data - 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
- Reconciling bank transactions and credit cards to statement
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, purchase orders
Monthly financial reporting including
- Balance Sheet
- Profit and Loss Statement
- Month to month comparison whenever applicable
Tools I Use:
XERO
QuickBooks Online
Slack
I’m excited to collaborate with businesses that value transparency and precision in their financial operations. Let’s work together to ensure your books are always in order!
Experience: 10+ years
Experience: Less than 6 months
Experience: 10+ years
I was a bookkeeper at PSBank for over 10 years under Branch Accounting and Control Division responsible for maintaining financial records, reconciling accounts, and ensuring compliance with regulatory requirements.
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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