Xero | Quickbooks | Bank | Credit Card | PayPal | Stripe | Excel | Google Sheet
I'm dedicated to empowering business owners by efficiently managing financial accounts, delivering accurate reports, and providing comprehensive bookkeeping support. With expertise in Xero and Quickbooks Online, I can effectively handle bank reconciliation, setting up accounts, conducting clean-up, and catch-up bookkeeping ensuring accuracy in financial records.
Let me handle this for you:
* Xero and Quickbooks Set-up & Maintenance
- Setting up your accounting software using Xero and QBO
- Daily Bookkeeping Tasks
- Record Cash Receipts/Income from your Bank Deposits
- Record Cash Disbursement/Expenses from your Bank Transactions
- Uploading Historical Bank Transactions
- Uploading Sales Invoices, all Bills and Expenses
- Tailoring a Chart of Accounts to suit the unique needs of your business
- Categorization of Accounts
- Bank and Credit Card Reconciliation to statements
- Paypal and Stripe Reconciliation to underlying records
- Accounts Receivable and Accounts Payable Management
- Precise Data Entry
- Efficient Admin Support
* Monthly Financial Reports
- Balance Sheet Report
- Profit and Loss Report
- Any other related Report
* Certifications
- XERO Wizardy
- Mastery of Quickbooks Online
* Virtual Meeting Support
- Zoom
- Slack
- Google Meet
- Microsoft Teams
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* Extended Software Expertise:
- Gmail
- Google Sheet
- Google Drive
- Canva
- Capcut
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- Instagram
- ChatGPT
Let's talk about taking your business to the next level by ensuring the care and precision of your Accounting Records!
* If you're feeling the vibe and think we'd get well together
* Drop me your personalized message and fill me in
* What time works best for you for a discovery call?
I'm always energized by fresh opportunities to support business owners in their decision-making journey, delivering precise and punctual financial reports.
Talk soon!
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 1 - 2 years
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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