EXPERTISE: XERO, Excel, Paypal, Slacks, Looms, Google Spreadsheets, Google Drive, Whatsapp,
Struggling with bookkeeping?
Hello! I’m
My mission is to simplify your finances and support your business success!
Here are the services you can avail:
Xero Account Setup and Configuration
-Establishing your Xero account and customizing settings.
-Linking Xero with your bank accounts and payment systems.
-Setting up and categorizing accounts to organize your financial data.
-Configuring user roles and permissions to control access and ensure security.
Daily Bookkeeping Included but Not Limited to:
-Recording daily transactions including sales, purchases, and expenses.
-Creating and sending invoices to customers, and recording payments received.
-Categorizing and recording business expenses.
-Monitoring and reconciling transactions imported from bank feeds.
-Matching bank statements to identify and resolve discrepancies.
-Managing and processing supplier invoices and tracking due payments.
Monthly Financial Reporting
-Bank Reconciliation Profit and Loss
-Statement Balance Sheets
-Cash Flow Reports
-Custom Reports
-Reviewing outstanding invoices and overdue payments
-Generating and reviewing monthly expense reports
"Ready to tackle your bookkeeping worries? Reach out and let’s handle it together!"
Your bookkeeper,
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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