EXPERTISE: Xero, QuickBooks, Google Sheets, Microsoft Excel, Slack, PayPal, Loom, Google Drive, Google Sheets.
I possess over eight years of hands-on experience in accounting and finance, embodying a proactive approach as a bookkeeper/accountant. I hold certification as a Xero Advisor and demonstrate proficiency in QuickBooks Online.
Allow me to streamline your accounting tasks, empowering you to reclaim valuable time, unlock cost savings, and channel renewed energy into accelerating the growth of your business.
Here's what I can offer:
* Setup and or Maintenance of Xero or QuickBooks files including:
- Creating and customizing chart of accounts
- Setting up bank feeds for automatic transaction importing
- Importing historical data and reconciling balances
- Customizing financial reports
- Integrating third-party apps for additional functionality
- Regularly updating and optimizing files for efficiency
- Troubleshooting and resolving technical issues
- Implementing security measures to safeguard data
* Daily bookkeeping including but not limited to the following:
- Record incoming cash or income from bank deposits.
- Log outgoing cash or expenses from bank deposits.
- Document transfers between different bank accounts.
- Input any necessary adjustments to ensure accurate financial records.
- Verify transactions in the accounting system against bank and credit card statements for precision.
- Align other balance sheet accounts with supporting documentation to maintain accuracy.
- Generate bills, sales invoices, credit notes, purchase orders, and similar documents as needed.
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