* 8+ years of experience in the accounting field
* Certified QuickBooks ProAdvisor and Xero Advisor
* Efficient tech-savvy bookkeeper
Here's how I can give reality to your business:
1. DAILY BOOKKEEPING
Feeling overwhelmed by a sea of receipts and financial paperwork? Let me assist you with the following tasks, allowing you to focus on growing your business:
~ Recording daily financial transactions, including sales, purchases, payments, and receipts.
~ Reconcile bank and credit card statements with the financial records to ensure accuracy and detect discrepancies.
~ Create accurate and timely invoices and bills.
~ Record and track bills and invoices from suppliers and vendors.
~ Monitor outstanding payments from clients.
~ Monitoring and categorizing business expenses.
2. MONTHLY FINANCIAL STATEMENTS
Facing confusion with financial statements? Count on me to not only explain financial statements but also collaborate on ways to elevate your financial success:
~ Balance Sheet
~ Profit and Loss
3. QUICKBOOKS OR XERO SETUP
Don't have QuickBooks or Xero yet? No problem! I'm here to assist you in getting them set up and seamlessly importing your data:
~ Customizing a tailored chart of accounts.
~ Configuring bank feeds and integrations.
~ Importing historical bank transactions.
~ Managing sales invoices and expenses.
~ Precise categorization.
~ Customized reporting for financial insights.
4. BOOK CATCHUP/CLEANUP
Messy books? Don't let numbers stress you out. I can make a significant difference by helping you catch up and clean up your books. This process empowers you to take control of your finances, make well-informed decisions, and steer your business toward success.
Ready for financial peace of mind? Let's get your books in order today!
My comprehensive skills and dedication to providing reliable financial support are aimed at maximizing business profitability for my clients.
Here are some software programs that I have experience using:
~ QuickBooks Online
~ Xero
~ MYOB
~ Zoho Books
~ Wave
~ SAP ERP
~ Kingdee Cloud
~ Microsoft Office (Excel, Word, PowerPoint, Outlook)
~ G-suite
~ Fathom
~ A2X
~ Hubdoc
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~ Gusto
~ Stripe
~ Paypal
~ Slack
~ Trello
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~ Canva
~ ChatGPT
Don't wait any longer. Your financial success story begins with me. Get started today!
Drop a personalized message and let me know
When would be the perfect time for a Discovery Call?
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