Expertise: XERO, QUICKBOOKS, PayPal, Slacks, Zoom, Google Spreadsheets, Google Drive, Microsoft 365
Your Financial Ally | Xero & QuickBooks Certified
Hi, I’m -----------! I streamline bookkeeping with accurate reconciliations and custom reports. Skilled in Xero, QuickBooks, and Google Suite, I’ll keep your finances clear and stress-free.
As your dedicated financial ally, I specialize in managing your accounting needs with precision—tracking income, expenses, and everything in between. With accurate and actionable insights at your fingertips, you’ll have the clarity to steer your business in the right direction.
Let me handle the numbers while you focus on growing your business and doing what you love. Together, we can elevate your business to new heights. Ready to get started? Let’s connect and make it happen!
Here are the services you can avail:
Setting up/Maintaining XERO and QuickBooks files including:
• Customized Chart of Account
• Upload Historical Transactions from Bank Data
• Assist with setup of any bank feeds as possible
• Customized Reporting
Daily Bookkeeping including but not limited to the following:
• Record cash receipts/income from the bank deposit
• Record cash disbursement/expense from bank transactions
• Record interbank transfer
• Record any manual adjusting entries
• Reconciling bank transactions and credit card to statements
• Reconcile other balance sheet accounts to underlying records
• Creating bills, sales invoices, credit notes, Purchase order, Quotations
Monthly financial reporting including:
• Balance Sheet
• Income Statements (Profit and Loss)
• Month-to-month comparisons
