Expertise: Quickbooks (Certified Pro Advisor) ; Excel, Slack, Google Suites, Paypal, Stripe
Hey there, I’m ----------- -----------! Consider me as your
personal financial ally. My mission is to give you peace of
mind by providing you the best possible bookkeeping
service. I help small and medium enterprises to succeed
through streamlined bookkeeping process that saves time
and money. As a business owner, you deserve to have a
complete financial picture of your business whenever you
need them. This way, you can make informed decisions on
where to allocate your resources based on facts.
I will give you up-to-date financial information, identify
areas where you’re overspending, and track your income
and expenses to make sure deadlines are being met. Our
goal is to keep your financial records organized for you to
prepare and file taxes on time. As a starting business, we
would definitely want to avoid any penalties.
Bottom-line is, you can focus more on growing your
business while knowing that your accounting needs are in
capable hands. Together, let’s take your company to new
heights!
Here's what I can do:
-Catch Up Bookkeeping
-Clean Up Bookkeeping
-Monthly or Yearly Bookkeeping
Setup and/or Maintenance of Quickbooks file including:
-Updating company information
-Updating accounting method (cash or accrual method)
-Customizing or uploading your chart of accounts
-Uploading bank transactions
-Uploading other payment gateways transactions (Ex: Paypal or Stripe)
-Assistance with setup of any bank feeds if applicable
-Assistance with setup of any necessary third party integration tools
Daily Bookkeeping including but not limited to the following:
-Record cash receipts/income from your bank deposits
-Record cash disbursements/expenses from your bank transactions
-Record interbank transfers
-Record any adjusting entries if needed
-Creating or uploading of Sales Invoices, Bills, Credit Notes, Purchase Orders etc.
-Bank Categorization
-Bank Reconciliation
Monthly Financial Statements Preparation
-Balance Sheet
-Income Statement
-Cash Flow Statement
