Expertise: Xero, QuickBooks Online, Data Entry, Google Apps (Sheets, Docs, Calendar, etc.), Microsoft Office, Zoom, Slack, Task Management, Calendar and
Hi there, I’m
In addition to virtual assistance, I specialize in bookkeeping using Xero and QuickBooks to manage income, expenses, and transactions, providing you with accurate and timely financial insights. My goal is to help small and medium-sized businesses streamline their operations by offering reliable support that saves time and drives productivity.
Let’s work together to make your business run smoothly and stress-free. With a focus on accuracy and organization, I’m here to handle the details so you can focus on what matters most—growing your business and reaching new goals.
Services I Offer:
Virtual Assistant Services:
Task and Calendar Management<8efe80624d780eba0c6493ec45140364
Appointment Scheduling
Document and Spreadsheet Management
Research and Data Entry
Establishing and Set-up of Xero and QuickBooks Files, including:
Custom Chart of Accounts
Uploading Historical Bank Transactions
Assisting with Bank Feed Setup (as applicable)
Customized Reporting
Daily Bookkeeping Services, including:
Creating bank accounts
Uploading bank transactions
Dealing with multiple currency transactions
Creating sales invoices
Recording sales and expenses
Bank Categorization
Bank Reconciliation
Preparing Balance Sheet and Profit and Loss Report
Recording refunds
Monthly Financial Reports such as:
Balance Sheet
Income Statement (Profit & Loss Report)
Month-to-Month Comparisons
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: Less than 6 months
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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