Expertise: XERO, QBO
I am a competent accountant/bookkeeper with more than 20 years of experience in the accounting field. I have XERO experience and training as well as in QBO.
I'm here to handle your accounting needs and taking care business finances -allowing you to focus on scaling your business."
Here's how I can support and manage
your growing business using XERO /Quickbooks Online Set-up.
-Tailored & set-up chart of accounts to your business needs
-Upload historical transactions from bank data for accurate record.
-Expert assistance with setting up bank feeds and integrating third-party tools
-Creating customized reports for insightful business analysis
Bookkeeping
Daily bookkeeping activities including
-Document and categorize all cash receipts and income received from bank deposits.
-Categorize all cash disbursements and expenses associated with bank transactions
-Managing interbank transfers
-Reconciling bank transactions and credit cards statements
-Ensuring accuracy through the reconciliation of other balance sheet accounts with supporting documents
-Generating bills, sales invoices, credit memos, purchase orders, and other associated documents.
-Requiring to record an adjusting entries if necessary.
Monthly Reporting
-Balance Sheet
-Profit and Loss
Software :
-XERO
-QBO
-SAP(Corporate)
Experience: 10+ years
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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