Your Expert Bookkeeping Ally / QBO Pro-Advisor / Accountant / Accounting Manager / CFO
EXPERTISE: QUICKBOOKS, XERO, CUSTOMIZED PAYROLL AND ACCOUNTING SOFTWARES, PAYPAL, STRIPE, SLACK, CLICKUP, CRM SOFTWARES, LOOM, GOOGLE WORKSPACE, MS OFFICE, ADP, GUSTO, FLOWHUB, HOUSECALL PRO and other online platforms!!!
AVAILABILITY: PART TIME (open to Full-time) OR GIG.
OPEN FOR A DISCUSSION via Email, WhatsApp, Google Meet, Zoom, or Skype at -----------
Feeling overwhelmed with your books?
Hey there! I'm Daisy Delgado, your Finance & Accounting ally! Certified Quickbooks Pro-Advisor, I'm here to ease your stress. Let's tackle your books together while you focus on what you love - growing your biz!
My main goal is to empower business owners with stress-free confidence in their financial information, achieved through meticulously organized and up-to-date books. Leveraging my extensive accounting experience, knowledge, and skills, I strive to provide clarity and peace of mind in navigating financial matters.
Here’s what I can do for you:
Set up and maintain QUICKBOOKS / Xero with a customized chart of accounts
Clean-up Bookkeeping (re-structure chart of accounts, if needed)
Catch-up Bookkeeping (re-structure chart of accounts, if needed)
Daily (on-going) bookkeeping:
- Upload transactions from bank data (if banks are not linked)
- Record cash receipts/income
- Record cash disbursements/expenses
- Handle inter-bank transfers and adjusting entries
- Reconcile accounts from banks, credit cards and gateways
- Manage Invoices (A/R) and Bills (A/P)
- Manage other accounts in the financial statements.
- Assist in VAT filing, if needed.
Standard Monthly/Weekly financial reporting:
- Balance Sheet
- Profit and Loss Statement
- Statement of Cash flow
Specialized financial reporting and financial analysis:
- Forecasted Reports
- Commission and Sales Tracking
- Consolidated PL for multiple projects and locations
- Other reports by request.
Finance Operation Services:
- Identification and management of accounting and reporting risks
- Continuous process improvement initiatives to align workflows with business requirements
- Development and maintenance of specialized reporting structures and workflow efficiencies
I highly value continuous learning and development personally and professionally, hence, partnering for growth brings me genuine joy. Let’s work together to streamline your finances and set your business up for success!
Thank you for your time. Feel free to explore the links in my signature below.
Have a great day and talk soon!
Daisy Delgado
Your Expert Bookkeeping Ally
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CV /Resume Link: https://-----------/dazedelgadocvresume
Linkedin Profile Link: www.-----------/in/dazedelgado
Sample QBO Profit & Loss Link: https://-----------/QBOProfitAndLoss
Sample XERO Profit & Loss Link: https://-----------/XEROProfitAndLoss
Internet Speed Test: https://-----------/3SUSQi9
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