EXPERTISE: Xero | QuickBooks (Online & Desktop) | Office 365 | SlackHello!
I'm
My Mission
I strive to optimize financial processes for small and medium-sized businesses, saving time and enhancing accuracy. By providing a clear and comprehensive financial overview, I help business owners make informed decisions with confidence. With my expertise, you can focus on your core strengths, knowing your finances are well-managed.
How I Can Help You:
. Catch-up & clean-up bookkeeping
. Ongoing bookkeeping support
. Xero & QuickBooks setup and maintenance
. Bank feeds & transaction categorization
. Accounts receivable (A/R) & invoicing
. Accounts payable (A/P) & bill management
. Financial statement preparation (Balance Sheet & P&L)
Additional Services:
. Organizing & customizing the Chart of Accounts
. Bank reconciliation (QBO/Xero vs. Statements)
. Vendor statement reconciliation
. Payment platform integration (PayPal, Stripe, Wise)
. Expertise in major banks, including Wells Fargo, JPMorgan Chase, and Mercury Bank
Certifications & Expertise:
. Xero Advisor Certified
. Certified QuickBooks Online ProAdvisor
. Extensive experience with QuickBooks Online & Desktop, managing both Accounts Payable (AP) and Accounts Receivable (AR)
. Completed Australian accounting training using Xero, gaining hands-on experience with common Australian banks. This training involved setting up Xero from scratch, following a structured step-by-step guide, and successfully preparing Profit and Loss Statements and Balance Sheets.
Let’s simplify your bookkeeping and keep your finances in order. Let’s connect!
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Follow-up payment by sending a Friendly reminder email to the Client once their invoices are due/past due. Receives clients' payments and encodes them in QuickBooks.
Experience: 2 - 5 years
Reconciles vendor statements of accounts and banks.
Experience: 2 - 5 years
Process invoices and billings to QuickBooks
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