Expertise: XERO, QUICKBOOKS
I am a driven bookkeeper with more than one year experience in the financial services industry. I am a certified XERO advisor, well versed in Quickbooks Online
I'd love to help you keep your business on track Here's what I can do: Set up and/or maintainance of XERO or Quickbooks file including: -Customized chart of accounts -Upload historical transactions from bank data -Assistance with setup of any bank feeds, as applicable -Assistance with setup of any necessary third-party integration tools -Customized reporting Daily bookkeeping including but 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 comparisons whenever applicable Here's some software that I've been using: XERO Quickbooks Online
Experience: 6 months - 1 year
I've joined a XERO training program and have hands on experience
Experience: 6 months - 1 year
Hands on experience during my training program
Experience: 6 months - 1 year
Actual Experience in my past corporate job
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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