Need a trusted bookkeeping ally to keep your finances in check? Keeping up with records, reconciliations, and reports can feel like a never-ending task, making it hard to focus on growing your business. I get it—bookkeeping isn’t the most exciting part of running a business, but it’s essential.
That’s where I come in. I’ll make sure your financial records are organized, accurate, and up to date, so you always know where your money is going.
No more scrambling to find missing transactions or second-guessing your numbers. With clear reports and properly recorded data, you’ll have the confidence to make informed business decisions without the stress.
And don’t worry—I’m a Xero and QuickBooks Online Certified ProAdvisor, fully equipped to handle your books with precision. Let’s take the bookkeeping off your plate so you can focus on what you do best.
Reach out today, and let’s get started!
WHAT I CAN DO FOR YOU:
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Xero & QuickBooks Setup and Maintenance
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> I provide complete setup and maintenance for Xero and QuickBooks Online, ensuring a smooth bookkeeping process. This includes:
• Setting up accounting software tailored to your business.
• Creating a customized chart of accounts.
• Configuring bank feeds and ensuring accurate transaction imports.
• Uploading historical transactions, sales invoices, bills, and expenses.
• Categorizing transactions for accurate reporting.
• Customizing reports for financial insights.
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Daily Bookkeeping
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> I handle day-to-day bookkeeping tasks to keep records accurate and up to date.
• Recording income and expenses.
• Managing interbank transfers and adjusting entries (if needed).
• Reconciling bank and credit card transactions.
• Maintaining records of bills, invoices, credit notes, and purchase orders.
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Catch-Up and Cleanup
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> I help organize and update financial records to ensure accuracy and compliance.
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Monthly Financial Reporting
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> I generate key financial reports to track business performance.
• Balance Sheet
• Profit and Loss Statement
• Month-to-Month Comparisons (as needed)
• Cash Flow Statement
• Accounts Payable & Receivable Aging Reports
Your books should work for you, not against you.
Let’s simplify, organize, and optimize—MESSAGE ME to get started!
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 10+ years
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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