Tired of financial chaos?
I’m Cha, a CPA here to help you keep your books accurate and your cash flow on track. Whether it’s reconciliations, month-ends, or staying organized, I’ve got you covered with QuickBooks, Xero, Excel, and Google Sheets.
How I Can Help Your Business:
Setting up and maintaining Xero and QuickBooks files, including:
- Chart of Accounts setup- Bank and credit card reconciliations
- Monthly closings and financial reporting
- Transaction categorization and data entry
- Managing invoices and payments
Daily bookkeeping, including but not limited to:
- Recording transactions and managing accounts
- Bank reconciliations
- Categorizing expenses and income
- Managing accounts payable and receivable
- Organizing financial documents and reports
- Ensuring timely entries for month-end close
Monthly financial reporting, including:
- Preparing Profit & Loss statements
- Generating Balance Sheets
- Reviewing and reconciling financial accounts
- Preparing month-end closing entries
Software Expertise:
QuickBooks (Certified) – Proficient in bookkeeping, reconciliations, and financial reporting
Xero (Certified) – Skilled in cloud-based accounting and automated workflows
Oracle EBS – Experienced in UAT testing and system upgrades for financial modules
Advanced Excel and Google Sheets – Strong in data analysis, financial modeling, and automation
If you need a trusted accounting expert to enhance your financial operations, let’s connect.
Message me today, and let’s optimize your finances together!
