Hi there!
Are you a business owner struggling to keep up with recording your financial transactions? Or perhaps you simply don't have the time to tackle the meticulous task of daily record-keeping? Great news! You've just found your perfect match. I'm here to lend you a hand.
As a certified Xero Advisor and QuickBooks Online Pro-Advisor with nearly a decade of experience in the finance and accounting industry, I've assisted numerous business owners gain clarity and control over their financial landscapes.
Armed with my trusty companions, QuickBooks and Xero accounting software, I meticulously handle record-keeping and provide accurate, timely financial reports.
Say goodbye to accounting headaches and welcome streamlined success. Let me handle the numbers so you can focus on what you do best – growing your business.
These are the tasks I meticulously undertake:
-Setting up Xero/QuickBooks Business or Individual account
-Customizing Chart of Accounts (COA) for optimal clarity
-Setting up bank feeds-Manual recording for non-auto-fed transactions
-Recording invoices, cash receipts, and income accurately
-Recording cash disbursements, expenses, and tracking bills
-Categorizing transactions precisely
-Reconciling bank and credit card transactions
-Investigating and resolving discrepancies if any
-Providing updates on recurring transaction adjustments
-Generating Balance Sheet and Profit and Loss Report
