EXPERTISE: XERO and INTUIT QUICKBOOKS
I help business owners stay focused on growing their businesses while I take care of their books with precision and efficiency. By implementing streamlined bookkeeping solutions, I ensure accurate financial management that saves time, reduces stress, and provides clarity.
Whether you need help with:
- Setting up accounts in Xero or QuickBooks
- Cleaning up messy bookkeeping
- Catching up on overdue financial records
I’ve got you covered.
With accurate records, efficient systems, and more time to focus on your business, I help you achieve financial clarity and peace of mind, so you can prioritize growth and success."
Here are the services you can avail
a. Setup and Optimize Xero/QuickBooks File
- Setting up Xero Accounts / Intuit QuickBooks Account
- Updating or Customizing the Chart of Accounts
- Creating bank accounts in Xero / Intuit QuickBooks Account
- Uploading bank transactions in Xero / Quickbooks Account
- Updating or Customizing the Chart of Accounts
- Dealing with multiple currency transactions
b. Day-to-Day Bookkeeping Operations
-Creating sales invoices
- Recording sales and expenses
- Bank Categorization
- Bank Reconciliation
- Preparing Balance Sheet and Profit and Loss Report
- Creating Manual Journals
- Creating Credit Notes
- Recording refunds
-Account receivable and Account payable
c. Monthly Financial Statement
- Balance Sheet
- Income Statement (Profit and Loss)
- Month-to-month comparison
If this sounds like what you need, feel free to send me a message so we can hop on a free discovery call. I would love to know what your goals are and see if we'll be a fit.
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: Less than 6 months
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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