Expertise: XERO, QuickBooks and Google Spreadsheets
Hi! I’m Catherine Boco, your e-commerce financial Ally. I’ll take the hassle out of accounting with Xero and Quickbooks, making your finances more accurate and efficient. With clear, actionable insights, you’ll make smart decisions and focus on what you do best. Let’s supercharge your business success together!
Here are the services you can avail
Setting up/Maintaining Xero and QuickBooks files including:
- Customized Chart of Accounts
- Upload Historical Transactions from Bank Data
- Assist with Setup of Bank Feeds
- Customized Reporting
Daily Bookkeeping including but not limited to:
- Record cash receipts/income from bank deposit
- Record cash disbursement/expense from bank transactions
- Record Interbank transfers
- Record any manual adjusting entries
- Reconciling bank transactions and credit card to statements
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, credit notes, Purchase order, Quotations
Monthly financial reporting including:
- Balance Sheet
- Income Statement (Profit and Loss)
- Month-to-Month Comparisons
Let our expertise guide you to a more organized and efficient bookkeeping experience.
