Hi there! I'm your dedicated Xero finance expert, specializing in precise bookkeeping for small businesses. With 17 years in the financial services industry, specifically extensive work with US-based credit card companies, I bring sharp attention to detail and critical thinking skills to every project.
My mission is simple: I'm here to ensure your financial records are accurate and your financial statements are crystal c
Here are the services you can avail of.
SET-UP AND/OR MAINTENANCE OF XERO FILES THAT INCLUDE THE FOLLOWING:
Customized Chart of Accounts
Upload historical transactions from bank data
Assistance with setting up of any bank feeds, as applicable
Assistance with setting up of any necessary third-party integration tools
Customized Reporting
DAILY BOOKKEEPING THAT INCLUDES 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 THAT INCLUDES THE FOLLOWING:
Balance Sheet
Profit and Loss Statement
Month-to-month comparisons whenever applicable
Never let bookkeeping get the best of you. Let's connect!
Your Bookkeeper,
Experience: 10+ years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 10+ years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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