Hey there! I’m ----------- -----------, your go-to bookkeeper for all things finance! Whether it's Quickbooks or Xero, I’ve got your back! Let me handle the daily bookkeeping, customize your financial charts, and take the stress out of managing your numbers so you can focus on growing your business! Let’s team up to keep your financials crystal clear and worry-free!
I’m here to be more than just your bookkeeper—I’m your financial partner in growth! My mission is to help small and medium-sized businesses simplify their finances, so you can focus on the work you’re passionate about. With me handling the numbers, you’ll have the peace of mind to take your business to the next level, stress-free! Let’s connect and make big things happen together!
Here are the services you can avail:
Setting Up/Maintaining Xero and Quickbooks Account including:
- Customize or import a chart of accounts that
suits to your business needs
- Assistance on Bank Feeds Set up
- Customize invoice, quote, and receipt
templates with branding, terms, and payment instructions.
- Opening Balances Entry (if needed)
- Customize Reporting
Daily Bookkeeping including but not limited to the following:
- Uploading of bank transactions (if needed)
- Reviewing bank feeds
- Bank Categorization
- Recording sales receipts/income
- Recording cash disbursement/expense
- Creating invoices and managing
- Accounts Receivable
- Creating Estimate
- Creating Purchase Order
- Recording refunds
- Monitoring bills and managing
- Accounts Payable
- Creating Credit Notes
- Creating Manual Journals
- Recording fund transfers
- Bank reconciliation
Monthly Financial Reporting including:
- Balance Sheet
- Income Statement (Profit and Loss)
- Accounts Receivable Aging Report
- Accounts Payable Aging Report
- Month-to- month Comparisons whenever
applicable
