Expertise: XERO, CERTIFIED QUICKBOOKS PROADVISOR (CORE & ADVANCED)
I am a rockstar branch manager and accounting with over 8 years combined experience in branch operations and financial services industry. To strengthen my accounting skills, I take online courses in Xero and QuickBooks, giving me solid knowledge in cloud-based accounting systems.
I'd love to help you with your accounting so you can save time, energy and focus more on growing your business.
Here's what I can do:
Set up and/or maintenance of XERO or QuickBooks file including:
-Customized chart of accounts
-Upload historical transactions from bank data
-Assistance with set up of any bank feed, as applicable
-Customized Reporting
Daily bookkeeping including but is not limited to the following:
-Record cash receipts/income from your bank deposits
-Record cash disbursements/expenses from your bank transactions
-Record interbank transfer
-Record any adjusting entries needed
-Reconciling bank transactions and credit cards 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
Certifications:
TESDA Bookkeeping NCIII(Online)
QuickBooks Online Certification – Level 1 & 2 (Intuit) Certified ProAdvisor with badges
Verified
