Expertise : Xero, QuickBooks Enterprises, Trello, Slack
I am a Bookkeeper/Billing Specialist/Account Receivable with more than 6 years of experience in the accounting field.
My mission is to help small and medium sized businesses. Think of me as your financial ally. With my support focus on what you do best , knowing your financial matters are in capable hands. Lets work together to make your business reach new heights.
Here’s what can I offer:
Set up and maintenance of Xero
- Customized Chart of Accounts
- Upload historical transaction from bank data
- Assistance with set up of any bank feeds as applicable
- Customized Reporting
Daily Bookkeeping including but not limited to the following:
- Record cash receipts/income from your bank deposits
-Record cash disbursements/expenses from your bank transactions
- Record interbank transfers
- Record any adjusting entries needed
- Reconciling bank transactions and credit card to Statements
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, purchase orders etc.
Monthly financial reporting including:
Balance Sheet
Profit and Loss Statement
Month to month comparisons whenever applicable
Here’s some software that I have been using
Xero
QuickBooks Enterprises
Slack
Trello
Mautic
