Expertise: Bookkeeping using XERO & QUICKBOOKS ONLINE
I offer dedicated 1-on-1 attention to gain a deep understanding of your business goals and financial priorities. My goal is to help entrepreneurs and business owners manage their finances with accuracy and confidence.
Here's what I can do:
Setup and/or Maintenance of XERO or Quickbooks file including:
* Configured Chart of Accounts
* Upload past transactions using bank data
* Support with setting up applicable bank feeds
* Support with setting up necessary third-party integration tools
* Custom Reporting Solutions
Daily bookkeeping including but is not limited to the following:
* Track/record cash receipts/income from your bank deposits
* Track/record cash disbursements/expenses from your bank transactions
* Track/record interbank transfers
* Record any adjusting entries needed
* Reconciling bank and credit card transactions and statements
* Reconcile additional balance sheet accounts with supporting records
* Creating bills, sales invoices, credit notes, purchase orders, and more
Monthly financial reporting including:
* Balance Sheet* Profit and Loss Statement
* Conducting month-to-month comparisons as necessary
Here's some software that I have been using XERO, QuickBooks Online, Stripe, PayPal, Slack, Parallax and many more.
