EXPERTISE: XERO
Hi! I am your Bookkeeping ally. As a Certified Xero Advisor, you can trust me to keep an accurate record and proper reporting of your financial transactions while you focus on other important aspects of your business.
I am a self-starter, team player, quick learner, and a results-oriented person. I gained these from 35 years of corporate experience in various industries primarily consulting and banking. I would love to work with clients who also value excellence, integrity, and respect for the individual.
BOOKKEEPING TASKS:
- Set-up and maintain organization details
- Set-up or convert balances
- Create Bank Accounts
- Create Currencies
- Upload Bank Statements (PayPal, Stripe, Wise)
- Manage Accounts Receivable (create invoices, credit notes, quotes)
- Manage Accounts Payable (create bills to pay, credit notes)
- Record and Track other expenses
- Create manual journals
- Perform Bank Reconciliation
- Record adjusting entries as needed
- Prepare Financial Statements (with month-to-month comparisons as required)
- Balance Sheet
- Income Statement
SOFTWARE/TOOLS:
- XERO
- Microsoft EXCEL, WORD, POWERPOINT
- Google Sheets
- Zoom
- Slack
- Email
