I bring over 9 years of experience in accounting and auditing, making me a highly skilled bookkeeper and expert in QuickBooks and Xero. I specialize in resolving financial challenges for Small and Medium Enterprises, leveraging my exceptional analytical and problem-solving abilities. My mission is to help you navigate and optimize your financial systems and accounting procedures for greater efficiency and clarity. With my support, you can save time, reduce costs, and focus on what truly matters—growing your business.
Here's How I Can Help:
Set Up and/or Maintenance of Xero or QuickBooks File, Including:
Tailored Chart of Accounts
Import Historical Transactions from Bank Records
Support with Setting Up Bank Feeds, When Applicable
Personalized Reporting
Daily Bookkeeping Services, Including but Not Limited to:
Record Cash Receipts/Income from Bank Deposits
Record Cash Disbursements/Expenses from Bank Transactions
Record Interbank Transfers
Record Any Necessary Adjusting Entries
Reconcile Bank and Credit Card Transactions with Statements
Reconcile Other Balance Sheet Accounts with Supporting Records
Create Bills, Sales Invoices, Credit Notes, Purchase Orders, and More
Monthly Financial Reporting, Including:
Balance Sheet Report
Profit and Loss Statement
Month-to-Month Comparison, When Applicable
Software Expertise:
Xero
QuickBooks Online
