EXPERTISE : XERO, QUICKBOOKS, GOOGLE SHEET, MS EXCEL, SLACK, GOOGLE DRIVE
As a Rockstar Certified Xero Advisor and experienced accounting assistant with over 14 years in the field, I am dedicated to providing top-notch bookkeeping and accounting services. I specialize in Xero and well versed in QuickBooks Online.
I am here to simplify your accounting needs, helping you save time, reduce costs, and focus on what matters most-- growing your business.
Here's How I can Help: Set-up and Maintenance of Xero or QuickBooks Files
> Creation of a customized chart of accounts
> Uploading and categorizing historical transactions from bank data
> Setting up bank feeds for seamless transaction importing
> Configuring third-party integrations for streamlined workflow
> Customized reporting tailored to your business needs
Daily Bookkeeping Services (including, but not limited to):
> Recording cash receipts and income from bank deposits
> Tracking cash disbursements and expenses from bank data
> Documenting interbank transfers
> Making necessary adjusting entries
> Reconciling bank transactions and credit card statements
> Aligning balance sheet accounts with underlying records
> Generating bills, sales invoices, credit notes, purchase orders, and more
Monthly Financial Reporting Services
> Balance Sheet preparation
> Profit and Loss Statements
> Month-to-month comparisons as applicable
Software Expertise
> Xero >QuickBooks Online > Google Sheet > Google Drive > MS Excel
Verified