Expertise: XERO AND QUICKBOOKS
I'm multi-talented bookkeeper who love to provide bookkeeping services using QuickBooks Online and Xero to manage your finances giving you more time to focus on growing your business. I am a certified XERO Advisor and well-versed in Quickbooks online.
I am committed to delivering high-quality bookkeeping services tailored to your unique requirements.
I'm here to help you step by step to get started your Business to your Success.
Here's what I can do:
Setup and/or Maintenance of Xero or Quickbooks file including:
- Customized chart of accounts
-Upload historical transactions from bank data
-Assistance with setup of any bank feeds, as applicable
-Assistance with setup of any necessary third-party integration tools
- Customized Reporting
Daily bookkeeping including but is not limited to the following:
- Record cash receipts/income from your bank deposits
- Record cash disbursement/ expenses from your bank transactions
-Record interbank transfers
-Record any adjusting entries needed
-Reconciling bank transactions and credit cards to statements
-Reconcile other balance sheet accounts to underlying records
-Creating bills, sales invoices, credit notes purchase orders etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
-Month-to- month comparisons whenever applicable
Experience: 2 - 5 years
Experience: 2 - 5 years
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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