Expertise: XERO, QUICKBOOKS, EXCEL, A2X, PAYPAL, STRIPE, WISE
I am a rockstar bookkeeper/accountant that undergone practical and intensive in bookkeeping and accounting field. I am a Certified XERO Specialist, QuickBooks online Certified ProAdvisor.
I'd love to help you with your accounting so you can save time, money and energy and focus more on growing your business.
Here's what I can do:
Setup and/or maintenance of XERO or QuickBooks files including:
- Customized Chart of Accounts
- Upload historical transactions from bank data
- Assistance with setup of any bank feeds, as applicable
- Assistance with setup of any necessary third-party integration tools
- Customized reporting
Daily Bookkeeping including but is not limited to the following:
- Record cash receipts/income from your bank deposits
- Record cash disbursements/expense from your bank transactions
- Record interbank transfers
- Record any adjusting entries needed
- Reconciling bank transactions and credit card 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
Here's some software that I have been using
XERO
QuickBooks Online
Microsoft Office
A2x
Stripe
Paypal
Wise
Zoom
Canva
SOFT SKILLS:
Detail Oriented
Problem-solving
Continuous learning mindset
Communication
Tech-savvy
Client/customer focus
Analytical Thinking
Adaptability
WHY CLIENTS WORK WITH ME:
Accurate & organized bookkeeping
Strong attention to detail
Clear communication
Fast learner & tech-savvy
Reliable and committed support
MY GOAL IS SIMPLE:
To give you clean, reliable numbers you can actually trust when making decisions.
Let’s work together to keep your books accurate and your business running smoothly.
