Honesty, Integrity, Professionalism and Confidentiality!
Hi, I’m -----------! I am a seasoned accounting professional with over 20 years of experience in the industry. I have honed my skills in financial reporting, budgeting, and account reconciliation. My extensive background has equipped me with a deep understanding of financial processes, attention to detail, and a commitment to
delivering accurate and timely financial information.
Transitioning to freelance bookkeeping, I am excited to bring my wealth of experience to small and medium size businesses. My passion lies in helping clients streamline their financial operations and achieve their financial goals. With a keen eye for detail and a proactive approach, I ensure that my clients' financial records
are meticulously maintained, enabling them to make informed decisions with
confidence.
Here’s what I’m good at!
Set-Up / Maintain QuickBooks and XERO files:
Customize and organize chart of accounts
Upload transactions from bank
Customize Reports
On-Goin Bookkeeping:
Create estimates and purchase orders
Record invoices and manage accounts receivable
Record sales receipts, receive payments and bank deposits
Record bills and manage accounts payable
Record expenses and bills payments
Bank Categorization
Bank reconciliation
Accounts reconciliation (other than bank)
Create and record journal entries
Periodic reporting:
Balance Sheet
Income Statement (Profit and Loss)
Other financial reports
