EXPERTISE:
XERO - Expert in cloud-based accounting
QuickBooks - Streamlining business finances
PayPal - Managing secure online transactions
Wise - Facilitating efficient international transfers
Google Spreadsheets - Analyzing data and generating insights
Google Drive - Organizing and managing documents
"Hey there! I'm
Hi there. My mission is to help small to medium-sized businesses thrive and meticulously maintain accurate and up-to-date financial records, ensuring every transaction is properly recorded. My attention to details and organizational skills enable me to efficiently give you a complete financial picture of your business .Proficient in accounting software and spreadsheets, I can produce reliable financial reports. My commitment to confidentiality and integrity ensures the sensitive financial information I handle is always secure.
With my support, you can focus on what you do best for your business, knowing that your financial matters are in capable hands. By partnering with me, you’ll gain a dedicated professional who is invested in your business’s financial health and success.
Here are the services you can avail, to wit:
• Catch Up Bookkeeping
• Clean Up Bookkeeping
• Monthly Bookkeeping
- Customize Chart of Account (if needed)
- Uploading Bank Transactions (if needed)
- Bank Categorization
- Creating Sales Invoices and Managing A/R
- Monitoring Bills & Managing A/P
- Analyze Transactions
- Bank Reconciliation
• Preparing Balance Sheet & Profit and Loss Report
Daily Bookkeeping
- Record Cash Receipts/Income from Bank Deposits
- Record Cash Disbursements/Expenses from Bank Transactions
- Record Interbank Transfers
- Reconciling Bank Transactions and Credit Card Statements
- Reconcile Other Balance Sheet Accounts to Underlying Records
- Creating Bills, Sales Invoices, Credit Notes, Purchase Orders, Quotations
Absolutely! Bookkeeping doesn’t have to be a burden. Ready to simplify your business finances and focus on growth? Hire me now! Let’s get started and take your business to the next level together.
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Experience: Less than 6 months
Setup and Installation: Guide through the process of setting up a new Xero account and company file. Assist with connecting Xero to your bank accounts and other financial institutions. Help with installing and configuring Xero on various devices (desktop, mobile, tablet). Creating and managing contacts (customers and suppliers). Offer instructions on creating and sending invoices, quotes, and purchase orders. Recording bills, expenses, and payments. Bank reconciliation transactions and managing bank feeds. Catch Up Bookkeeping •Clean Up Bookkeeping • Monthly Bookkeeping Customize Chart of Account (if needed) Uploading Bank Transactions (if needed) Bank Categorization Creating Sales Invoices and Managing A/R Monitoring Bills & Managing A/P Analyze Transactions Bank Reconciliation Preparing Balance Sheet & Profit and Loss Report
Experience: Less than 6 months
Setup and Installation: Guide through the process of setting up a new company file. Basic Operations: • Catch Up Bookkeeping • Clean Up Bookkeeping • Monthly Bookkeeping Customize Chart of Account (if needed) Uploading Bank Transactions (if needed) Bank Categorization Creating Sales Invoices and Managing A/R Monitoring Bills and Managing A/P Analyze Transactions Bank Reconciliation Preparing Balance Sheet & Profit and Loss Report Daily Bookkeeping, to wit: Record Cash Receipts/Income from Bank Deposits Record Cash Disbursements/Expenses from Bank Transactions Record Interbank Transfers Reconciling Bank Transactions and Credit Card Statements Reconcile Balance Sheet Accounts to Underlying Records
Experience: Less than 6 months
•Catch Up Bookkeeping • Clean Up Bookkeeping • Monthly Bookkeeping Customize Chart of Account (if needed) Uploading Bank Transactions (if needed) Bank Categorization Creating Sales Invoices and Managing A/R Monitoring Bills & Managing A/P Analyze Transactions Bank Reconciliation Preparing Balance Sheet & Profit and Loss Report Daily Bookkeeping to wit: Record Cash Receipts/Income from Bank Deposits Record Cash Disbursements/Expenses from Bank Transactions Record Interbank Transfers Reconciling Bank Transactions and Credit Card Statements
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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