Current Employment Status:
Hired Full Time on Mar 10, 2025
I am a stellar Certified Public Accountant/Bookkeeper with eight years of experience in managing financial records, reconciling accounts, financial reporting and tax preparation. Proficient in accounting software such as MS Excel, Xero and QuickBooks Online. I am also a Certified Xero Advisor.
I’d be thrilled to help you with your accounting needs. Here's what I can help you with:
PROFESSIONAL BOOKKEEPING SERVICES IN XERO AND QBO:
- Record day-to-day financial transactions
- Bank and Credit Card Reconciliation
- Accounts Receivable and Accounts Payable Management
- Revenue and Sales tracking
- Manage Supplier payments and inventories
- Perform comprehensive books clean-up
FINANCIAL REPORTING, FORECASTING AND BUDGETING
- Accounts Reconciliation
- Balance Sheet
- Profit and Loss
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- Aging of Accounts Receivable and Payable
- Customized Reports
- Comparative Reports
- Assist in Forecasting and Budgeting
- Assist in managing Tax Filing and Payments
SET UP ORGANIZATION IN XERO AND QBO:
- Set Up/Customize Chart of Accounts
- Connect Bank Accounts to set up Bank Feeds
- Manually record transactions that don't auto feed
- Create Customized Invoice Templates
- Create and Manage Bills
- Review and Customize Organization Settings
Let me handle the numbers for you so you can focus more on running and expanding your business!
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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