Competent in: Xero, QuickBooks Online (QBO)
Hi there! I’m a proactive bookkeeper with a background in the financial services industry. As a Xero Certified Advisor and QBO ProAdvisor, I’m ready to help you handle 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.
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:
• Customized chart of accounts tailored to your needs
• Uploading historical transactions from bank data
• Integrating bank feeds and third-party tools
• Providing customized financial reports
Daily Bookkeeping Tasks:
• Recording cash receipts and income from bank deposits
• Documenting cash disbursements and expenses from bank transactions
• Managing interbank transfers and making necessary adjusting entries
• Reconciling bank and credit card transactions to statements
• Overseeing balance sheet accounts, as well as creating invoices and purchase orders
Monthly Financial Reports:
• Balance Sheet
• Profit and Loss Statement
• Month-to-month comparisons whenever applicable
Let’s make managing your finances stress-free and efficient! Message me today, and let's start building your financial success together!
Here's some software that I have been using:
XERO
QUICKBOOKS ONLINE
STRIPE
PAYPAL
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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