Competent in: Xero, QuickBooks Online (QBO)
Hi there! I’m a proactive bookkeeper with hands-on experience in Xero and QuickBooks Online. As a Xero Certified Advisor and QBO ProAdvisor, I’m ready to help you manage your financials with accuracy and efficiency.
I aim to provide personalized services that cater to your unique business needs. Whether you're looking to organize your financial records, generate accurate reports, or maintain your bookkeeping, I'm here to assist.
Though I’m still building my experience in the field, I’ve completed thorough training and am familiar with the ins and outs of financial reporting and data management. My focus is on helping small businesses streamline their bookkeeping process, save time, and ensure financial clarity.
Let me help you with your accounting so you can focus on what matters most — growing your business!
Here’s how I can help:
Xero and QuickBooks Online Setup & Maintenance:
· Edit/customized chart of accounts
· Upload historical transactions from bank data
· Setting up bank feeds
· Creating customized reports
Daily Bookkeeping Tasks:
· 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 to underlying records
· Creating bills, sales invoices, credit notes, purchase orders, etc.
Monthly Financial Reports:
· Balance Sheet
· Profit and Loss Statement
· Month-to-month comparisons whenever applicable
Here's some software that I have been using:
XERO
QUICKBOOKS ONLINE
STRIPE
PAYPAL
Experience: 6 months - 1 year
I enrolled in a workshop/training and gained Xero bookkeeping skills
Experience: 6 months - 1 year
I enrolled a in workshop/training and gained QBO bookkeeping skills
Experience: 6 months - 1 year
Actual Experience in my past corporate job
Experience: Less than 6 months
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