Feeling overwhelmed by your finances?
Hey there! I’m
Here’s What I Offer:
Setting Up Xero Account
• Customize your Chart of Accounts to fit your needs.
• Add your preferred currency for transactions.
• Set up your bank accounts for seamless integration.
• Upload your recent bank transactions to keep everything current.
• Categorize your bank transactions to track expenses accurately.
• Reconcile your bank accounts to ensure everything matches up.
• Data entry in CSV file format to import into the software.
Create Source Documents
• Enter your bills to manage expenses.
• Generate sales invoices to bill your customers.
Issue credit notes for any returns or adjustments.
• Create purchase orders to keep track of what you're ordering.
• Draft quotations to provide price estimates to potential clients.
Monthly Financial Reports
• Review your Balance Sheet to see your financial position.
• Check the Income Statement (Profit and Loss) for a summary of income and expenses.
• Compare month-to-month results to spot trends and changes.
My Other Services:
Social Media Assistant
• Crafting engaging text content
• Scheduling posts for
• Generating images to complement each post
Software Expertise:
Accounting Software
• QuickBooks: Easy to use and perfect for small to mid-sized businesses.
• Xero: Intuitive and great for cloud-based financial management.
Document Management and Collaboration
• Google Workspace: Ideal for creating and sharing docs, spreadsheets, and presentations.
• Microsoft Office: Essential for financial reporting and documentation with Excel and Word.
Communication and Collaboration
• Slack: Excellent for team communication with channels and direct messaging.
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• Zoom: My go-to for smooth and reliable virtual meetings.
• WhatsApp: Convenient for quick and direct communication with tea
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Design and Media Tools
• Midjourney: Great for generating stunning and creative images based on preference.
• Canva: Perfect for designing eye-catching visuals with ease.
• CapCut: Excellent for editing videos, especially short form videos, and creating engaging content effortlessly.
• Meta Business Suite: Efficient for managing and analyzing
Ready to let your business shine brighter than ever? Reach out today!
Your Bookkeeper/VA,
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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