Expertise: XERO, QUICKBOOKS, MICROSOFT EXCEL, GOOGLE SHEET, AND
CANVA
I’m here to make your accounting hassle-free. Certified in
Xero Advisor and well- skilled in QuickBooks Online, I’m ready to take on the
financial side of things, so you can focus on what matters most—growing your
business without the stress.
Here's what I can do:
Setup and/or Maintenance of XERO or QuickBooks file
including:
- Customized chart of accounts
- Upload historical transactions from bank data
- Assistance with setup of any bank feeds. as applicable
- Assistance with setup of any necessary third-party
integration tools
- Customized Reporting
Daily bookkeeping including but is not limited to the
following:
- Record cash receipts/income from your bank deposits
- Record cash disbursements/expenses from your bank
transactions
- Record interbank transfers
- Record any adjusting entries needed
- Reconciling bank transactions and credit cards to
statements
- Reconcile other balance sheet accounts to underlying
records
- Creating bills, sales invoices, Credit Notes, Purchase
orders, etc.
Monthly financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
Experience: Less than 6 months
Certified Xero Advisor
Experience: Less than 6 months
Certified QuickBooks ProAdviser
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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