Proficiency: XERO, QuickBooks, Google Spread Sheet, Google Drive, Slacks, Excel, MS Word
Having difficulties in managing your daily bookkeeping? Don't worry! I've got you covered!
Hello, I’
I am a proactive and certified bookkeeper/accountant specializing in helping small to medium-sized businesses optimize their financial operations through efficient, time-saving strategies.
With a strong focus on accuracy and attention to detail, I ensure that your financial records are meticulously managed and always up-to-date. You can rely on me as your trusted financial partner, providing clear, insightful snapshots of your business's financial health to help you make informed decisions.
Here's what I can do:
Setting up and/or maintaining of XERO and QBO files including:
- Uploading, updating, or customizing the chart of accounts as needed
- Importing historical bank transactions
- Setting up and managing bank feeds
- Generating customized reports to meet specific business needs
Daily bookkeeping including but not limited to the following:
- Creating and uploading sales invoices, bills, credit notes, quotations, and purchase orders
- Recording sales and expense transactions
- Processing interbank transfers
- Managing multi-currency transactions
- Overseeing accounts payable and receivable
- Recording adjusting entries as applicable
- Categorizing and reconciling bank transactions
- Creating manual journal entries
- Assisting in the preparation of financial statements and management reports
- Supporting payroll processing by recording payroll-related expenses and tax deductions
- Aiding in tax filing by maintaining accurate records of deductible expenses and revenues
- Recording inventory purchases, sales, and adjustments for accurate tracking
- Ensuring compliance with financial regulations and assisting with audits
Monthly financial reporting including:
- Balance Sheet Reports
- Income Statement Reports
- Month-to-month comparisons, whenever applicable
Let's take your business to new heights! Let's connect!
RESUME:
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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