Virtual Bookkeeper |Xero Certified Advisor |QBO Pro Advisor

Overview

Looking for full-time work (8 hours/day)

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

September 16th, 2024 (today)

Member Since

May 3rd, 2024

Profile Description

Expertise: Xero, QuickBooks, Excel, Outlook, Gmail, Google Sheets, Slack.

Unclear cash flow?

Hi, I’m Upgrade to see actual info! As a Detail-Oriented Bookkeeper, I help business owners boost profits with tailored services—from catch-ups to ongoing management. Using QuickBooks, Xero and Excel, I bring clarity so you can focus on growing your business! 

My mission is to make your life easier by taking the stress out of managing your finances! I provide clear, accurate bookkeeping services to boost cash flow and give you the insights you need to grow. With tools like QuickBooks & Xero, I’ve got your back so you can focus on what you love in your business! 

Services Offered:

Setting up/Maintaining Xero and QuickBooks files including:

Setting up Accounts in QB/Xero 
Updating or Customizing Chart of Accounts 
Creating bank and credit card accounts in Xero/QB 
Upload Historical Transactions from Bank Data
Assist with setup of any bank feeds as possible 
Customized Reporting

Ongoing Bookkeeping

Maintain accurate and up-to-date financial records using accounting software (e.g., QuickBooks Online, Xero, Google Sheets, etc.) 
Updating or Customizing Chart of Accounts
Dealing with multiple currency transactions 
Processing and recording invoices, payments, and expenses in a timely manner.
Bank Categorization 
Bank Reconciliation 
Creating Manual Journals 
Creating Credit Notes 
Recording refunds 

Monthly financial reporting including:

Preparing Balance Sheet and Profit and Loss Report
Month-to-moth comparisons 
Collaborating with the finance team and other relevant stakeholders to ensure accurate and timely exchange of financial information. 

No more financial stress! Let's connect.

Your Bookkeeper,
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