Expertise: Xero, Microsoft Outlook, Excel, Word, Quickbooks
I am a well-organized certified Xero Advisor with 6 months of experience, 7 years of experience as an Executive Assistant and a bookkeeper.
I would be happy to assist you with your accounting so that you can concentrate more on expanding your company and save time, money, and energy.
Here’s what I can do:
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
- Creating bills, sales invoice, Credit notes, purchased order (s), etc.
Monthly Financial reporting including:
- Balance Sheet
- Profit and Loss Statement
- Month-to-month comparisons whenever applicable
Here’s some software that I have been using:
Xero
Quickbooks
Microsoft
Outlook
Excel
Google Sheet
Powerpoint
Close CRM
Payments AI
Slack
Zoom
PDF
Canva
Paypal
Word
Stripe
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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