Expertise: XERO
I’m your financial partner and bookkeeper, well-versed in Xero accounting software. If you need assistance maintaining accurate records, I’m here to support your business with proper bookkeeping. You'll always know where your money is going, what’s coming in, and how your business is really performing.
I’d love to help you manage your books in a stress-free way, so you can easily track your real profits, monitor expenses, and make smarter decisions for growing your business with confidence.
Here’s what I can do:
Setting up/ Maintaining Xero files:
• Customized chart of accounts
• Upload historical transactions from bank data
• Assist with setup of any bank feeds as possiblexpertise
• Customized Reporting
Daily Bookkeeping including but not limited to the following:
• Record cash receipts/ income from bank deposits
• Record cash disbursements/ expenses from bank transactions
• Record Interbranch transfers
• Reconciling bank transactions and credit card to statements
• Creating Bills and Sales Invoice
Monthly financial reporting including
• Balance Sheet
• Profit and Loss Statement
• Month-to-month comparisons whenever applicable
