Hi there!
I'm a rockstar bookkeeper/accountant with nearly six years of experience in the accounting field. I'm passionate about helping you with your accounting so you can save time, money, and energy—and feel confident, organized, and focused on growing your business.
Here’s what I can do for you:
Setup and/or Maintenance of Xero or Quickbooks, including:
- Customized Chart of Accounts
- Upload of Historical Bank Transactions
- Assistance with Bank Feed Setup (if applicable)
- Customized Reporting
Bookkeeping and Accounting services, including but not limited to:
- Recording daily financial transactions
- Managing AR and AP
- Reconciling bank and credit card statements (including PayPal, Wise, and Stripe)
- Invoice Preparation and Billing Services
- Expense tracking and categorization
- Record any adjusting entries needed
- Reconciling Balance Sheet accounts
- Fixed asset management
- General ledger maintenance
- Month-end and year-end closing assistance
- Internal and external audit support
Monthly financial reporting, including:
- Balance Sheet
- Profit and Loss Statement
- Month-over-Month (MoM) Variance Analysis (as needed)
Software Proficiency:
- QuickBooks
- Xero
- IFS
- SAP
- Blackline
- Oracle EBS
- Microsoft 365
- Google Workspace
Together, we can streamline your finances and empower your path to business success.
