Expertise: Xero, Quickbooks, Microsoft Excel
I am accounting specialist extraordinaire with more than a decade of experience in the Accounting/ Finance field, dedicated to empowering business owners to achieve sustainable growth by alleviating the burden of bookkeeping and delivering financial insights you can rely on.
I am a certified QuickBooks Pro-Advisor and Xero L1 Certified Associate wherein I can help you with:
*Set-up and/or maintenance of Xero or Quickbooks file including:
- Customized chart of accounts
- Upload historical transactions from bank data
- Assistance with set-up of any bank feeds, as applicable
- Assistance with set-up of any necessary third-party integration tools
- Customized reporting
*Daily Bookkeeping including but is not limited to the following:
- Recording 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, credit notes, purchase orders, etc.
*Clean-up Bookkeeping
- Review and fix errors on data/transactions
*Catch-up Bookkeeping
*Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 10+ years
Experience: 10+ years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 10+ years
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