Expertise: XERO I Quickbooks I SLACK I Microsoft Excel I Microsoft Dynamics
With over 20 years of accounting expertise, I help business owners focus on growing their business by handling their accounting with precision and care. As a Certified Xero ProAdvisor and QuickBooks Online Certified Bookkeeper, I specialize in streamlining financial systems, reconciling accounts, and delivering clear, accurate, and timely financial reports. My goal is simple: keep your books in perfect order so you can make confident business decisions.
I offer the following services:
Setting up / Maintaining XERO and QuickBooks files including:
*Customized Chart of Accounts – Tailored to your business needs for better financial tracking
*Upload Historical Transactions from Bank Data – Clean and accurate backdating of records
* Assist with the setup of any bank feeds – Streamlined automation for daily transactions
* Customized Reporting – Insights that match your KPIs and business goals
Daily Bookkeeping including but not limited to:
*Record cash receipts/income from bank deposits
*Record cash disbursements/expenses from bank transactions
* Record Interbank transfers for smooth account movement
*Manual adjusting and journal entries for accurate ledgers
*Reconcile bank & credit card transactions to monthly statements
*Reconcile balance sheet accounts with underlying records
*AR and AP Monitoring to manage collections and payments
*Create bills, invoices, credit notes, POs & quotations efficiently
Monthly financial reporting including:
*Balance Sheet – Clear view of assets, liabilities & equity
*Profit and Loss Statement – Understand business performance
*Month-to-Month Comparisons – Track growth and trends over time
Are you ready to have some massive transformation in your business? Let's connect!
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