Expertise: XERO, QUICKBOOKS, GoHigh Level, Microsoft Excel, Canva, Customer Service/Technical Support Representative, Data Entry, Admin Tasks, and more!
Hi there! As a proficient bookkeeper, certified XERO advisor, and experienced general virtual assistant, I am well-versed in QuickBooks Online and can assist you with a wide range of tasks to meet your specific needs. Whether it’s managing your accounts, handling customer support, or tackling data entry, I'm here to streamline your operations. Delegate your tasks to me so you can save time, money, and energy, and concentrate on taking your business to the next level!
Here's what I can do:
Setup and/or Maintenance of XERO or QuickBooks files including:Create or customize chart of accountsUpload historical transactions from bank dataHelp with the setup of any bank feeds, as applicableSupport for integrating third-party toolsCustomized Financial Reporting
Daily bookkeeping includes but is not limited to the following:Log cash receipts/income from bank depositsTrack cash disbursements/expenses from bank transactionsHandle interbank transfersMake necessary adjusting entriesMatch bank transactions and credit cards to statementsBalance other balance sheet accounts to underlying records
Monthly financial reporting including:Balance SheetProfit and Loss StatementMonth-to-month comparisons whenever applicable
Here's some software that I have been using:XEROQuickbooks OnlineStripePayPalBillsBy ThryvGoHighLevelTaxSlayerZapierCanvaWix
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