Expertise: XERO, QUICKBOOKS
I help business owners in monitoring their profitability and growth by ensuring precise record-keeping of financial transactions. I am a XERO Certified Advisor and a
Quickbooks ProAdvisor Certified.
SERVICES OFFERED:
Setup and/or Maintenance of XERO or Quickbooks file including:
-Create a customized Chart of Accounts
-Assistance with set-up of bank feeds, if needed
-Upload historical transactions from the bank data
-Customized Reporting
Daily Bookkeeping including but is not limited to the following:
-Record cash receipts/income from your bank deposits
-Record interbank transfers
-Record cash disbursements/expenses from your bank transactions
-Reconcile bank transactions and credit card statements
-Create 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
Experience: Less than 6 months
Experience: 5 - 10 years
Currently working as a Loans Account Assistant handling various loans with expertise in Financial Analysis, Financial Projection, Portfolio Management, Deal Origination, Credit Management and People Management.
Experience: Less than 6 months
Xero Advisor Certified
Experience: Less than 6 months
Quickbooks ProAdvisor Certified
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