EXPERTISE: QuickBooks , Xero , Excel , Google Spreadsheets , Slack
Struggling to keep up with daily bookkeeping?
Hi there, I'm
Let’s team up to help your business grow and thrive.
Here are the services I offer :))
Setting Up and Maintaining QuickBooks & Xero Files Includes:
- Customized chart of accounts
- Upload historical transactions from bank data
- Assistance with setup of any bank feeds, as applicable
- Customized Reporting
- Bank Categorization
- Bank Reconciliation
Daily Bookkeeping including but is not limited to the following:
- 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
- Creating bills, sales invoices, credit notes, purchase orders, etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparison whenever applicable
Here's some software that I have been using:
QuickBooks Online , Xero , Slack, Excel , Google sheets
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 can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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