Expertise: XERO and QUICKBOOKS
Hey there! My mission is to help small and medium-sized businesses thrive by creating smart processes that save time and boost accuracy.
I'd love to help you with your accounting so you can save time, money, and energy
and focus more on growing your business.
Here's what I can do:
Set up and/or Maintenance of XERO or QuickBooks files including:
- Update your Chart of Accounts to match your business needs.
- Enable multi-currency if you’re dealing with international transactions.
- Create and organize bank accounts
- Convert PDF bank statements to CSV for easier importing.
- Upload and reconcile bank transactions to keep your records accurate.
- Enter and manage sales invoices so everything is up to date.
- Organize bills and expense receipts to keep your financials clean and stress-free.
Daily bookkeeping including but is not limited to the following:
- Record cash receipts/income from your bank deposits
- Record cash disbursement/income from your bank deposits
- Record interbank transfer
- Record any adjusting entries needed
- Reconciling bank transactions and credit cards statement
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoice, Credit Notes, Purchase orders, etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month to month comparisons whenever applicable.
Why work with me?
I have extensive experience with Xero & QuickBooks, ensuring accurate and organized financial records. My goal is to save you time and provide clear reports so you can focus on growing your business.
Let’s work together to keep your books clean and your business running smoothly! Send me a message today, and let’s get started!
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 6 months - 1 year
Experience: Less than 6 months
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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