EXPERTISE: Xero, Quickbooks, Slacks, Google drive, Google spread sheets, Microsoft excel
Struggling with messy books? I'm here to help! I organize and reconcile your accounts, provide clear reports, and keep your finances in check so you can focus on growing your business. Let’s make bookkeeping easy!
Here's what I can do:
Setting up and Maintaining XERO and QUICKBOOKS file including:
*Customized chart of accounts tailored to your business
*Uploading historical transactions from bank data
*Assistance with setting up bank feeds (where available)
*Customized financial reporting based on your needs
Daily bookkeeping including but is not limited to the following:*Recording cash receipts and income from bank deposits
*Recording expenses from bank transactions
*Managing interbank transfers
*Posting adjusting entries as needed
*Reconciling bank and credit card transactions
*Reconciling other balance sheet accounts to supporting records
*Creating bills and sales invoices
Monthly financial reporting including:*Balance Sheet
*Income Statement (Profit & Loss)
Ready to transform your business? Let's connect!