Expertise: Xero, Quickbooks Online, Microsoft Excel, Google Sheets and Docs.
Too busy on Books? I've got you.
I have over 12 years of experience in Accounting, Finance and Sales. I help small and medium-sized businesses to succeed by developing efficient process that enhance accuracy and save valuable time. My mission is to give you a comprehensive and transparent financial overview, enabling you to make well informed, confident decisions.
Here are the things I can do for you:
XERO | QUICKBOOKS SETUP
*Customize or upload Chart of Accounts
*Setting up bank and Integrate bank feeds
*Upload bank transactions from Bank Data
DAILY BOOKKEEPING (CATCH-UP/CLEAN-UP)
*Record Daily Transactions (Income and Expenses)
*Bank Categorization
*Interbank Transfers
*Creating Sales Invoices and Managing A/R
*Monitoring Bills and Managing A/P
*Reconcile Bank and Credit Card Transactions
MONTHLY FINANCIAL REPORTING
*Prepare Balance Sheet
*Prepare Income Statement (Profit and Loss)
*Customized Report or Month to Month Comparisons
Here are Softwares that I am proficient in:
Accounting Tools:
Xero, Quickbooks Online, SAP, Sage, Salesforce, Microsoft Dynamics, Power BI, Google Drive
Communication Tools:
Slack, Zoom,
Admin Tasks:
MS Office Applications (Word, Excel, One Note, Access), Google (Sheets and Docs)
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 10+ years
Experience: 5 - 10 years
Experience: 10+ years
Experience: 10+ years
Experience: 1 - 2 years
Experience: 10+ years
Experience: 10+ years
Experience: 2 - 5 years
Experience: 10+ years
Experience: 10+ years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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