I have a degree in Accounting and have worked in the banking industry for nearly
18 years. In my previous role as a Bank Operations Officer, I developed important
skills through various responsibilities.
Additionally, I am a certified XERO advisor. My knowledge of Xero comes from online learning with a reputable and experienced Xero/Quickbooks mentor, where we dealt with real cases from actual clients. My work experience has taught me to be detail-oriented, reliable, organized, and knowledgeable in banking and business transactions.
If you need assistance or have a problem with your accounting,
I’d be thrilled to help!
Here’s what I can do:
Setup and/or Maintenance of Xero:
---Setting up Xero Accounts
---Customized Chart of Accounts
---Creating Bank Accounts in Xero
---Uploading Bank Transactions in Xero
---Uploading Gateways Statement in Xero
---Dealing with multiple currency transactions
Day-to-day Bookkeeping:
---Creating a Sales Invoice
---Recording Bills/Expense transactions
---Record Bank Transfers
---Bank Categorization
---Reconciliation of bank and credit card transactions
---Creating Manual Journal, Credit Notes
---Recording Adjustments or Refunds if any
Financial Reporting includes:
---Balance Sheet Report
---Profit and Loss Report
---Any Financial Reports as per request
SOFTWARE that I have been using:
---XERO
---ASANA
---CANVA
---GOOGLE SHEETS
---MS OFFICE ( WORD, EXCEL )
