Drowning in tasks but your books still look like a mystery novel? You’re not alone—and no, you don’t have to keep juggling it all.
Let me take the numbers off your plate, so you can focus on the real magic: running and growing your business.
With experience in Australian bookkeeping using Xero, I’ll make sure your books stay updated, organized, and tax ready.
Plus, I’ll provide you with insights into your business’s financial performance, so you can make smarter decisions!
Here's how I can be of service to you.
SETTING UP ACCOUNT IN XERO
- Set up your Xero account with customized chart of accounts and tax settings.
- Link bank accounts for automatic transaction syncing.
- Configure user roles for secure and organized access.
CREATING OF INVOICES/BILLS
- Create invoices and sales receipts for accurate billing and payment tracking.
- Generate bills and purchase orders to manage expenses and vendor transactions.
- Maintain organized records of all sales and purchases for smooth financial tracking.
BANK RECONCILIATION
- Match bank transactions with Xero entries to ensure accuracy.
- Identify and resolve discrepancies between bank statements and accounting records.
- Generate reconciliation reports to maintain accurate financial records.
MANAGING ACCOUNTS RECEIVABLE
- Track customer invoices and payments to ensure timely billing and collections.
- Follow up on overdue accounts to maintain healthy cash flow.
- Record and reconcile payments to keep accounts accurate and up to date.
MONTHLY/QUARTERLY FINANCIAL REPORTING
-Prepare detailed financial reports including balance sheets, P&L, and cash flow statements.
-Analyze income and expenses to track business performance and profitability.
- Provide insights and recommendations to guide financial decisions and future planning.
TOOLS/ SOFTWARE USE:
ACCOUNTING SOFTWARE- Xero, QuickBooks Online
COMMUNICATION TOOLS- MS Teams, Skype, WhatsApp, Telegram
MICROSOFT OFFICE SUITE- Word, Excel, Outlook, PowerPoint, Power BI, Whiteboard
GOOGLE WORKSPACE- Docs, Sheet, Gmail, Drive, Meet, Calendar
Let’s team up to make sure your business runs smoothly and efficiently!
Send me a message with your details and let’s get started.
When’s a good time for us to hop on a quick discovery call?
