Expertise: BOOKKEEPING | XERO | QUICKBOOKS | HR | US RECRUITING | PROPERTY MANAGEMENT | CASE MANAGER | EXECUTIVE ASSISTANCE | CRM | ACTIVE CAMPAIGN | SLACKS | NOTION | ASANA | MS EXCEL & OFFICE | GOOGLE DOCS
I'm -----------, a certified Xero Advisor and QuickBooks Pro Advisor with nearly 5 years of experience supporting Australian and American small businesses. I specialise in bookkeeping, financial admin, HR recruitment, and executive support. Known for my accuracy, empathy, and proactive coordination—whether it’s reconciling accounts, managing calendars, or streamlining operations—I bring tech-savvy reliability and a heart for helping businesses run smoothly.
Here are the services I can offer:
Set up and/or Maintenance of Xero or QuickBooks files, including:
- Customised chart of accounts
- Upload historical transactions from bank data
- Assistance with the set-up of any bank feeds as applicable
- Assistance with the set-up of any necessary third-party integration tools
- Customised Reporting
Daily Bookkeeping includes 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 transfers
- 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
Software Proficiency:
Xero
QuickBooks Online
CRM
Active Campaign
ATS
Asana
Slacks
Notion
Ms Excel
Google Docs
Google workspace
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Verified
