Hi there! I'm
I help make your bookkeeping fun and stress-free! With my expertise in handling financial details and my friendly approach, I’ll keep your records organized and your accounts reconciled. Let’s make sure your finances are as bright and clear as your business vision!
Let’s team up and ensure your books are always in perfect shape—so you can focus on what you do best!
Here’s what I bring to the table:
Setting up/Maintaining XERO and QuickBooks files including:
Customized Chart of Accounts
Upload Historical Transactions from Bank Data
Assist with setup of any bank feeds as possible
Customized Reporting
Set up and maintain tax codes for accurate tax reporting
Sync XERO/QuickBooks with other financial software or platforms
Create and manage user access and permissions within XERO/QuickBooks
Set up and manage payroll systems within XERO/QuickBooks
Daily Bookkeeping including but not limited to the following:
Record cash receipts/income from bank deposits
Record cash disbursements/expenses from bank transactions
Record interbank transfers
Record any manual adjusting entries
Reconcile bank transactions and credit cards to statements
Reconcile other balance sheet accounts to underlying records
Create bills, sales invoices, credit notes, purchase orders, quotations
Update and track inventory management
Schedule and track recurring payments and expenses
Manage accounts payable and receivable
Track and process employee expense reports
Monthly financial reporting including:
Balance Sheet
Income Statement (Profit and Loss)
Month-to-month comparisons
Accounts receivable and payable aging reports
Budget vs. Actual Reports to track financial performance
Accruals and prepayments adjustments to ensure accurate reporting
Here’s some software that I have been using:
XERO
QuickBooks
Amazon
Keepa
Helium10
SAS
PostgreSQL
Stripe
PayPal
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: Less than 6 months
Experience: 2 - 5 years
I have 3 years experience in this field.
Experience: 1 - 2 years
With a year of experience as an Amazon FBA Product Researcher, I've received formal training and lessons to enhance my expertise. I specialize in evaluating market trends, conducting competitive analysis, and identifying profitable product opportunities within the Amazon FBA ecosystem. My practical experience and continuous learning enable me to effectively pinpoint high-potential products to drive business growth in the competitive Amazon marketplace.
Experience: 1 - 2 years
With one year of experience using the Keepa tool, I specialize in analyzing profitable deals within the Amazon marketplace. I leverage Keepa's features to evaluate pricing trends and historical data, enabling me to identify high-potential products that drive business growth and profitability.
Experience: 1 - 2 years
With one year of foundational experience using the Helium 10 tool, I utilize its basic features for product research and keyword optimization on Amazon. Committed to continuous learning, I aim to further develop my skills and leverage Helium 10's capabilities to drive business growth and success.
Experience: 6 months - 1 year
I attended a course for this field and learn how to analyze wide range of data.
Experience: Less than 6 months
I have a year of experience in handling customer concerns and queries. I always ensure to provide quality service.
Experience: 1 - 2 years
With one year of experience using SellerAMP, I specialize in data analysis and optimization for the Amazon marketplace. I use SellerAMP's tools to identify trends, optimize product listings, and drive sales growth.
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