Expertise : XERO
Hey there! I'm -----------, your go-to virtual bookkeeper extraordinaire! My journey into the world of numbers started with a simple curiosity and a few online courses. Fast forward to today, and I'm knee-deep in real bookkeeping challenges, soaking up every bit of experience like a sponge. I am certified XERO advisor.
Think of me as your financial sidekick, here to tackle the nitty-gritty details so you can focus on what you do best – running your business! From untangling messy records to crafting sleek financial reports, I've got you covered every step of the way.
Here's what can I bring to the table:
Setting up/Maintaining XERO and Quickbooks including:
-Customized Chart of Accounts: Tailored to your business needs for accurate tracking and reporting.
-Upload Historical Transactions: Seamless integration of bank data to ensure no transaction is left behind.
-Setup of Bank Feeds: I'll assist in setting up bank feeds whenever possible for effortless transaction syncing.
-Customized Reporting: Get the insights you need with personalized reports that make sense for your business.
-Recording cash receipts and income from bank deposits.
-Logging cash disbursements and expenses from bank transactions.
-Recording interbank transfers and manual adjusting entries.
-Reconciling bank transactions and credit card statements.
-Reconciling other balance sheet accounts to underlying records.
-Creating bills, sales invoices, credit notes, purchase orders, and quotations.
Monthly Financial reporting including:
-Balance Sheet
-Income Statement (Profit & Loss)
-Month-to-month comparisons for better insights into your financial health.
Here's some software that I been using:
XERO
SOFTPROTEC
AS400
Ready to kick financial stress to the curb and take control of your money matters? Drop me a line, and let's make your financial goals a reality!
Your Bookkeeper,
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