Hi there! I'm -----------. I’m a brilliant bookkeeper with a solid year of experience in the accounting world. I’m XERO certified and really proficient in using QuickBooks Online as well as XERO. Over the past year, I’ve fine-tuned my skills in handling financial records, reconciling accounts, and keeping everything organized and accurate. I’m dedicated to providing clear and efficient bookkeeping solutions, helping businesses stay on top of their finances with ease.
I help make your bookkeeping fun and stress-free! With my expertise in handling financial details and my friendly approach, I’ll keep your records organized and your accounts reconciled. Let’s make sure your finances are as bright and clear as your business vision!
Let’s team up and ensure your books are always in perfect shape—so you can focus on what you do best!
Here’s what I bring to the table:
Setting up/Maintaining XERO and QuickBooks files including:
Customized Chart of Accounts
Upload Historical Transactions from Bank Data
Assist with setup of any bank feeds as possible
Customized Reporting
Set up and maintain tax codes for accurate tax reporting
Sync XERO/QuickBooks with other financial software or platforms
Create and manage user access and permissions within XERO/QuickBooks
Set up and manage payroll systems within XERO/QuickBooks
Daily Bookkeeping including but not limited to the following:
Record cash receipts/income from bank deposits
Record cash disbursements/expenses from bank transactions
Record interbank transfers
Record any manual adjusting entries
Reconcile bank transactions and credit cards to statements
Reconcile other balance sheet accounts to underlying records
Create bills, sales invoices, credit notes, purchase orders, quotations
Update and track inventory management
Schedule and track recurring payments and expenses
Manage accounts payable and receivable
Track and process employee expense reports
Monthly financial reporting including:
Balance Sheet
Income Statement (Profit and Loss)
Month-to-month comparisons
Accounts receivable and payable aging reports
Budget vs. Actual Reports to track financial performance
Accruals and prepayments adjustments to ensure accurate reporting
Here’s some software that I have been using:
XERO
QuickBooks
Amazon
Keepa
Helium10
SAS
PostgreSQL
Stripe
PayPal
