EXPERTISE: XERO, QuickBooks, PayPal, Slack, Stripe, Google Workspace, Microsoft Office
I am a proactive bookkeeper dedicated to helping small and medium-sized businesses thrive. As a certified Xero advisor and experienced in QuickBooks Online, I bring expertise to manage your financial needs effectively.
Let me take care of your accounting so you can save time, money, and energy while focusing on what truly matters—growing your business!
Services I Offer:
Xero and QuickBooks Setup and Maintenance Services:
• Chart of Accounts setup and customization
• Bank categorizations and reconciliation
• Assistance with setting up bank feeds as needed
• Customized financial reporting
Daily Bookkeeping Services:
• Record cash receipts/income from bank deposits
• Track cash disbursements /expenses from your bank transactions
• Document interbank transfers
• Make necessary adjusting entries
• Reconcile bank transactions and credit cards with statements
• Ensure Balance Sheet accounts align with underlying records
• Create bills, sales invoices, credit notes, and purchase orders
Monthly Financial Reporting Services:
• Balance Sheet preparation
• Profit and Loss Statements
• Month-to-month comparisons as needed
Some of the software I have been using:
XERO
QuickBooks Online
Slack
Stripe
PayPal
Google Workspace
Microsoft Office
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
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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