Expertise: XERO, QUICKBOOKS
"I take the hassle out of bookkeeping so startups and SMEs can focus on growing!”
As a Certified QuickBooks Online ProAdvisor and Xero Advisor with a strong background in banking and financial management, I help business owners stay organized, make informed decisions, and focus on growth —without the bookkeeping headaches.
I know how overwhelming bookkeeping can be—messy numbers, missing receipts, and reconciliation headaches—but that’s exactly where I come in! I make sure every transaction is accurately recorded, every account is perfectly balanced, and every reports gives you clear insights to make smart business decisions.
How I can Help You?
Xero & QuickBooks Setup and Maintenance:
- Customize and optimize your Chart of Accounts
- Upload and organize historical bank transactions
- Set up and configure bank feeds as applicable
- Integrate necessary third-party tools for seamless workflow
- Generate customized financial reports tailored to your needs
Daily Bookkeeping Services:
- Record income and deposits from bank transactions
- Track expenses and disbursements accurately
- Manage interbank transfers and adjusting entries
- Reconcile bank and credit card transactions
- Ensure accuracy by reconciling balance sheet accounts
- Process bills, invoices, credit notes, and purchase orders
- Books Cleanup & Catch-up
Monthly Financial Reporting:
- Balance Sheet for a clear financial snapshot
- Profit & Loss Statement to track business performance
- Month-to-month comparisons whenever applicable
What Sets Me Apart!
- Banking Background – I know the ins and outs of financial transactions.
- Problem Solver & Cleanup Specialist – I love turning messy books into clean, organized records.
-Business-Oriented Approach – I don’t just do bookkeeping; I help you make sense of your finances.
-Fast, Responsive & Easy to Work With – Because great bookkeeping should come with great communication!
Verified
