EXPERTISE:
Xero | QuickBooks | Microsoft Excel | Google Sheets | Google Drive | Slack | Loom | PayPal | -----------
Hi! I’m -----------, a certified Xero Advisor and QuickBooks Online ProAdvisor with 7+ years of experience in bookkeeping and accounting. I help business owners keep their finances accurate, organized, and stress-free—so you can save time, money, and energy while focusing on growing your business.
WHAT I CAN DO FOR YOU:
Setup & Maintenance
- QuickBooks/Xero setup and customization
- Customized chart of accounts
- Uploading historical transactions from bank data
- Bank feed integration and custom reporting
Daily Bookkeeping
- Record cash receipts/income from bank deposit
- Record cash disbursements/expense from bank transactions
- Record Interbank transfers- Record any adjusting entries
- Reconciling bank transactions and credit card to statements
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, purchase order, quotations
Monthly Reporting
- Balance Sheet
- Income Statement (P&L)
- Month-to-month comparisons for performance tracking
WHY WORK WITH ME?
- Certified in Xero & QuickBooks
- Experienced with Excel, Google Sheets, and cloud-based tools
- Reliable, detail-oriented, and committed to accuracy
- Skilled in clean-up and catch-up bookkeeping to get your books up to date