Expertise: XERO, QuickBooks Online
I am a detail-oriented and highly organized Bookkeeper with over 5 years of experience managing financial records, preparing financial statements, and ensuring accuracy in financial reporting. Certified QuickBooks ProAdvisor and proficient in using various accounting software including Xero and QuickBooks Online.
I help business owners to achieve a timely and accurate bookkeeping.
Services Offered:
1. Accounting Setup (QuickBooks Online or Xero)
2. Full-cycle Bookkeeping
3. Bank and Credit Card Reconciliation
4. Accounts Receivable Management
5. Accounts Payable Management
6. Financial Management Reporting
Daily Bookkeeping
1. Record cash receipts/income
2. Record cash disbursement/expense
3. Record interbank transfers
4. Record any adjusting entries needed
5. Reconciling bank and credit card transactions
6. Reconcile other balance sheet accounts
7. Creating bills, sales invoices, credit notes purchase orders, etc
Monthly Financial Report
1. Balance Sheet
2. Profit and Loss Statement
3. Month-to-month comparison (whenever applicable)
Accounting Tools/Software:
1. QuickBooks Online
2. Xero Accounting
3. Appfolio
4. PayPal
5. Stripe
6. Microsoft Office Tools (Excel, Word, etc)
Skills:
1. Attention to Details
2. Integrity and Transparency
3. Tech-savviness
4. Time Management Skills
5. Communication Skills
6. Problem-Solving Skills
7. Significant Use of Memory
8. Data Entry
9. Spreadsheets
10. Invoicing/Billing
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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