Expertise: XERO, QUICKBOOKS
I am a tech-savvy bookkeeper and virtual assistant. I hold certifications as a pro-advisor for Quickbooks Online and as an XERO advisor.
I would be happy to assist you with your bookkeeping so you can concentrate more on expanding your business and save time, money, and energy.
Here's what I can do:
Setup and/or Maintenance of XERO or Quickbooks file including: - Customized chart of accounts - Upload historical transactions from bank data - Assistance with setup of any bank feeds, as applicable - Assistance with setup of any necessary third-party integration tools - Customized Reporting
Daily bookkeeping includes, but is not limited to the following:
- Creating quotes & invoices, credit notes, purchase orders & bills, etc.
- Record 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
Monthly financial reporting includes:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons, whenever applicable
Here's some software that I have been using:
XERO
Quickbooks Online
Amazon
Paypal
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
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