I have 10+ experience as Finance Officer.
I am passionate helping businesses thrive by offering expert bookkeeping services combined with strong budgeting skills. My goal is to not only maintain accurate financial records but also empower your business to make informed, strategic decisions. With my extensive experience managing daily transactions, reconciling accounts, and generating detailed financial reports, I ensure your finances are always well-organized, compliant, and transparent.
Leveraging cloud-based tools like QuickBooks Online (QBO) and Xero, I offer a seamless, remote bookkeeping solution tailored specifically to your needs. Beyond bookkeeping, I bring robust budgeting and forecasting capabilities to help you allocate resources efficiently, plan for sustainable growth, and stay in control of your cash flow. My passion lies in providing valuable financial insights and supporting long-term financial planning, so your business can thrive with clarity and confidence.
Here are the services you can avail:
Setting up/ Maintaining XERO and QuickBooks files including:
1. Customized Chart of Accounts
2. Upload Historical Transactions from Bank Data
3. Assist with set-up of any bank feeds as possible
4. Customized Reporting
Daily Bookkeeping including but not limited to the following:
1. Record cash receipts/ income from bank deposit
2. Record cash disbursements/ expense from bank transactions
3. Record interbank transfers
4. Record any manual adjusting entries
5. Recording bank transactions and credit card to statements
6. Reconcile other balance sheet accounts to underlying records
7. Creating bills, sales invoices, credit notes, purchase order, quotations
Monthly financial reporting including:
1. Balance Sheet
2. Income Statement (Profit and Loss)
3. Month-to Month comparisons
Budgeting and Forecasting
1. Budget Preparation
2. Budget Execution
3. Budget Monitroing
4. Financial Reporting
I am looking forward to make business easy for you.
Let's connect.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 10+ years
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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