Expertise: Xero and QuickBooks Online
I am an accomplished bookkeeper and accountant with over five years of experience in the accounting sector. As a certified Xero advisor, I am also highly proficient in QuickBooks Online.
I'd love to help business owners focus on expanding their businesses by handling their accounting needs.
Here’s what I offer:
Setup and maintenance of Xero and QuickBooks files, including:
-Customized Chart of Accounts-Uploading historical transactions from bank data
-Assistance with setting up bank feeds as needed
-Support for integrating necessary third-party tools
-Customized reporting solutions
Daily bookkeeping services include, but are not limited to:
-Recording cash receipts and income from bank deposits
-Tracking cash disbursements and expenses from bank transactions
-Logging interbank transfers
-Making any necessary adjusting entries
-Reconciling bank transactions and credit cards with statements
-Reconciling other balance sheet accounts with underlying records
-Creating bills, sales invoices, credit notes, purchase orders, and more
Monthly financial reporting services include:
-Balance Sheet
-Profit and Loss Statement
-Month-to-month comparisons, as applicable
Here are some of the software programs I am experienced with:
XERO
Quickbooks Online
Microsoft Excel
Experience: 6 months - 1 year
I have extensive experience with Xero, where I've successfully managed various accounting tasks, including setting up and customizing accounts, reconciling bank transactions, and generating financial reports. My expertise allows me to optimize workflows and ensure accurate financial records, making it easier for clients to track their financial performance. Additionally, I am skilled in integrating Xero with other tools to enhance functionality and streamline processes.
Experience: 1 - 2 years
I have significant experience with QuickBooks Online, where I have handled a wide range of accounting functions, including setting up accounts, managing transactions, and preparing detailed financial reports. My proficiency enables me to customize the platform to meet clients' specific needs, ensuring efficient bookkeeping and accurate financial tracking. I also excel in reconciling accounts.
Experience: 5 - 10 years
I have comprehensive experience in bookkeeping, encompassing daily financial management tasks such as recording income and expenses, reconciling bank statements, and maintaining accurate financial records. I ensure that all transactions are meticulously documented and categorized, providing a clear overview of the financial health of a business. My attention to detail and organizational skills enable me to maintain accurate books, allowing clients to make informed decisions based on reliable financial data. I also stay updated on best practices and accounting standards to ensure compliance and accuracy.
Experience: 5 - 10 years
I have extensive experience in accounting, where I manage various financial processes, including preparing and analyzing financial statements, conducting month-end closings, and ensuring compliance with relevant regulations. My expertise includes budgeting, forecasting, and financial reporting, which allows me to provide valuable insights into a business's financial performance. I’m skilled at using accounting software to streamline processes and maintain accurate records, ensuring that clients have a clear understanding of their financial position. My analytical mindset and attention to detail enable me to identify trends and opportunities for improvement.
Experience: 2 - 5 years
I have significant experience in bank reconciliation, where I meticulously compare and verify financial records against bank statements to ensure accuracy. My process involves identifying discrepancies, investigating any variances, and making necessary adjustments to maintain accurate accounting records. I prioritize attention to detail and thoroughness, which helps to prevent errors and ensure that all transactions are accounted for. By maintaining clear and organized records, I support overall financial integrity and provide valuable insights into cash flow management.
Experience: 1 - 2 years
I have extensive experience in invoicing, managing the entire process from creating accurate invoices to ensuring timely delivery and follow-up on payments. I ensure that all invoices are detailed and compliant with client requirements, including terms of payment and any applicable taxes. My attention to detail helps minimize errors and discrepancies, and I maintain organized records for tracking outstanding invoices. Additionally, I follow up with clients to facilitate prompt payment, contributing to improved cash flow and financial stability for the business.
Experience: 5 - 10 years
I have extensive experience in accounts receivable, managing the entire process of invoicing and collections. I ensure timely and accurate billing, monitor outstanding payments, and follow up with clients to facilitate prompt payment. My attention to detail helps me maintain accurate records of transactions, track payment statuses, and resolve discrepancies efficiently. Additionally, I analyze accounts receivable aging reports to identify trends and implement strategies to improve cash flow, contributing to the overall financial health of the business.
Experience: 2 - 5 years
I have considerable experience in accounts payable, where I manage the entire process of vendor invoicing and payments. This includes verifying invoices for accuracy, ensuring compliance with company policies, and processing payments in a timely manner. I maintain organized records of all transactions and assist in reconciling vendor statements to resolve any discrepancies. My attention to detail and strong organizational skills enable me to streamline workflows and improve efficiency in managing accounts payable, ultimately supporting the financial stability of the business.
Experience: 2 - 5 years
I have substantial experience in financial accounting, focusing on the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow statements. My role involves ensuring compliance with accounting standards and regulations while providing accurate and timely financial reports for stakeholders. I also conduct financial analyses to assess performance and identify trends, aiding in strategic decision-making. With a strong grasp of accounting principles, I leverage financial data to support budgeting, forecasting, and overall financial management, contributing to the organization's financial health and growth.
Experience: 5 - 10 years
I have strong experience in data entry, where I accurately input and manage financial and operational data across various systems. My attention to detail ensures that all information is recorded correctly and efficiently, minimizing errors and maintaining data integrity. I’m proficient in using spreadsheets and accounting software, which allows me to organize and analyze data effectively. Additionally, I prioritize deadlines and maintain confidentiality, ensuring that sensitive information is handled appropriately while delivering timely results.
Experience: 10+ years
I am proficient in English, both spoken and written, which allows me to communicate effectively with clients, colleagues, and stakeholders. My strong language skills enable me to clearly convey complex financial concepts, collaborate seamlessly in team environments, and provide exceptional customer service. I am comfortable engaging in discussions, presenting information, and writing detailed reports, ensuring that communication is clear and professional at all times.
Experience: 5 - 10 years
I have solid experience in email management, where I efficiently organize, prioritize, and respond to correspondence to ensure effective communication. My skills include sorting and categorizing emails, managing calendars, and setting reminders for important follow-ups. I prioritize urgent matters while maintaining a systematic approach to handle ongoing communications. This helps streamline workflows and enhances productivity, allowing for timely responses and effective collaboration with clients and team members.
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