EXPERTISE: XERO, QBO, SLACK, MS OFFICE 365, GOOGLE SUITE
Are you struggling on your day to day bookkeeping?
Hi there! I'm ----------- ----------- with seven years of experience in the accounting field. Knowledgeable in XERO and QBO accounting systems. I help business owners in the e-commerce industry grow their businesses by taking care of their finances through monitoring daily bookkeeping.
My mission is to empower small and medium-sized businesses by serving as your dedicated financial ally. With my expertise, you can confidently focus on your core strengths, assured that your financial affairs are managed with precision and care. Let's collaborate to elevate your business to new heights!
I am a certified Xero advisor, well versed in QuickBooks Online.
OFFERED SERVICES:
- Monthly (ongoing) Bookkeeping
- Catch Up Bookkeeping
- Clean Up Bookkeeping
ITEMIZED JOB DESCRIPTIONS:
SETTING UP OR MAINTAINING XERO OR QBO FILES INCLUDING:
- Complete initial set up tasks
- Customized chart of accounts
- Set up bank accounts and credit cards
- Upload historical transactions from bank data
- Assist with set up of any bank feeds as possible
- Manage business contacts
- Manage customer quotes and invoices
- Manage supplier bills
DAILY BOOKKEEPING INCLUDING BUT NOT LIMITED TO THE FOLLOWING:
Record cash receipts or income from bank deposits
- Record cash disbursements or expenses from bank transactions
- Record interbank transfers
- Record any manual or adjusting entries
- Reconciling bank transactions and credit cards
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, purchase orders, quotations
GENERATE MONTHLY FINANCIAL REPORTNG REPORTS INCLUDING:
- Income Statement (Profit and Loss)
- Balance Sheet
- Month-to-month comparisons
Here are the list of software that I've been using:
- Netsuite Oracle
- Salesforce
- Calendly
- Canva
- Loom
- Skype
- Zoom
- Paypal
Let's discuss how I can help you achieve financial clarity and success.
