Expertise: XERO Advisor Certified and QUICKBOOKS ONLINE
Unleashing financial mastery with precision and expertise in
Xero and Quickbooks Online Software. Elevate your business with accurate and
up-to-date financial strategies tailored to your success. I have -- 4 years of Experience as Barangay Treasurer.
-- 6 months as Administrative Assistant
For Bookkeeping ---} here is what I can do:
# SET-UP AND OR MAINTAIN XERO ACCOUNT / QUICKBOOKS ACCOUNT
* Customize Chart of Accounts according to the nature of business
* Upload Bank statements if needed
* Record transactions from your bank statements
* Record interbank transfers accurately
* Create / Record Bills and Sales Invoices
* Reconcile bank transactions and credit card statements
* Record adjusting entries if needed
# CATCH UP
* Collect all financial documents especially bank statements
* Record and Categorize all transactions on the appropriate accounts
* Reconcile Bank Statements and Balance Sheet
* Prepare Financial Reports
# CLEAN-UP
* Gather all Bank or Credit Card Statements
* Record all transactions Meticulously
* Reconcile Balance Sheet and bank statements
* Analyze, investigate if something seems not right
* Perform journal entries only if necessary
* Generate Reports
MONTHLY FINANCIAL REPORTS
* Balance Sheet
* Profit and Loss
* Month-to-month comparison whenever applicable
* Cash Flow if needed
Running a business while keeping track of your
finances can be time-consuming and tedious, especially if you have numerous
transactions across multiple accounts. It often involves sifting through
receipts, bank statements, and credit card statements to ensure accuracy.
Maintaining an up-to-date and accurate picture of your financial situation is crucial for making informed decisions and managing your money effectively. That’s why
Bookkeepers are here to help you, it is our business to keep your Record Accurate
and Up-to-date.
Get in touch with me at
Experience: Less than 6 months
I have a hands on training with XERO software and is Certified Pro Advisor
Experience: Less than 6 months
Experience: Less than 6 months
Undergone *Client Quest: 30-day Freelance Adventure (using XERO Software) *QBO Mastery: The Ultimate Bookkeeper's Challenge
Experience: 2 - 5 years
Four year in Barangay Treasurer attending on payroll of all Appointive and Barangay Officials (using Excel).
Experience: Less than 6 months
Experience: 5 - 10 years
I have been using Excel ever since I learned how to use it.
Experience: 6 months - 1 year
I have worked as Admin Assistant and Barangay Treasurer. I do some canvassing and filing taxes that includes necessary data entry and also do Payroll which really need an accurate and keen attention to detail.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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