Expertise: XERO and QUICKSBOOKS
I help to assist small businesses in maintaining accurate and well-organized financial records. I make sure that financial records are accurate and dependable, allowing clients to concentrate on expanding their businesses.
Here's what I can do:
Set up and/or maintain Xero and QuickBooks files, including:
- Customized chart of accounts
- Upload historical transactions from bank data
- Record cash receipts/income from bank deposits
- Record interbank transfers
- Reconcile bank transactions and credit card statements
- Reconcile other balance sheet accounts to underlying records
Monthly financial reporting, including:
- Balance sheet
- Profit and loss statement
- Month-to-month comparison (whenever applicable)
Software I use:
- XERO
- QuickBooks Online
- Slack
- PayPal
