Expertise: XERO, QUICKBOOKS, EXCEL, PAYPAL
I’m a dedicated bookkeeper who loves bringing clarity and organization to business finances. I'm a certified Xero advisor, with extensive experience with Quickbooks Online.
I’d love to help you keep your finances organized and stress-free! Whether you need assistance with Xero or QuickBooks Online, I’m here to make the process smooth and hassle-free. Let’s work together to keep your books in perfect shape!
Here's how I can help:
Setting-up and or maintenance of Xero or Quickbooks files including:
-Setting-up of Xero and QBO Account
-Adding the Bank Accounts, Credit Card Account and Payment Gateways
-Customization of Chart of Accounts
-Importing Bank Transactions (Convert PDF statements to CSV if needed)
-Entering and tracking Sales Invoices, Bills and Expenses
-Support with setting up bank feeds, if applicable.
Daily bookkeeping tasks, including but not limited to:
-Recording and organizing bills and expenses receipts and Sales Invoices
-Reviewing and recording payment gateway statements
-Recording of interbank transfers
-Records adjustments if needed
-Categorize the Bank Transactions
-Reconciles Bank and Credit Card Transactions
-Creating and managing bills, invoices, and credit notes, etc.
Monthly Financial Reports including:
-Month-over-month comparisons, if required
-Balance sheet preparation and review
-Profit and loss statement reporting
Here are some software tools I’ve been utilizing
XERO
Quickbooks Online
Slack
Canva
Paypal
Asana
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
▪️Handle bank reconciliations & categorization ▪️Maintain the chart of accounts in Xero ▪️Generate profit & loss and balance sheet reports ▪️Focus on accuracy and detail
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
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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