Dedicated Xero bookkeeper with experience in CRM systems and lead generation.
I help small business in maintaining accurate financial records, streamlining accounting processes, and optimizing client relationships to drive business growth.
Set up and/or maintenance of XERO file including:
-Uploading historical transactions from bank data
-Customized charts of accounts
-Assistance with setting up bank feeds
-Customized reporting
Daily bookkeeping including but is not limited to the following:
-Reconcile bank transactions and credit card statements
-Record cash receipts/income from your bank deposits
-Creating bills, sales invoice, 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:
XERO
CRM
Microsoft Excel
Google Sheets
Slack
Experience: Less than 6 months
Experience: Less than 6 months
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