Hi there! I'm a rockstar full-charged bookkeeper/ accountant with over nine years of experience in the accounting field. As a certified XERO advisor and well-versed in Quickbooks Online, I'm here to support you.
I offer personalized 1-on-1 attention to understand your needs and objectives. My goal is to help business owners gain a better grasp of their financials by updating and organizing their books to provide meaningful data.
Let me handle your accounting, so you can save time, money, and energy to focus on growing your business.
Here's what I can do for you:
- Set up and maintain Quickbooks with a customized chart of accounts- Upload historical transactions from bank data- Assist with bank feeds and third-party integration tools
For daily bookkeeping, I can:
- Record cash receipts/income from your bank deposits
- Record cash disbursements/expenses from bank transactions
- Handle interbank transfers and adjusting entries- Reconcile bank transactions and credit cards to statements
- Manage other balance sheet accounts and create invoices and purchase orders
- Monthly financial reporting includes:
Balance Sheet
Profit and Loss Statement
Month-to-month comparisons, as needed
I'm well-versed in various software, including XERO and Quickbooks Online
Let's work together to streamline your finances and set your business up for success!