Expertise: XERO, QUICKBOOKS
I am an organized, detail-oriented bookkeeper with more than a decade of experience in the accounting field. I have six years of experience using QuickBooks software and I am also a certified Xero Advisor.
I am here to provide bookkeeping services to help you manage your finances with ease and accuracy.
Here’s what I offer:
Setting up and maintaining Xero or QuickBooks files, which includes:
- Establishing a customized chart of accounts
- Uploading historical transactions from bank data
- Assisting with the setup of bank fees, as required
- Generating customized reports
Daily bookkeeping services, encompassing but not limited to:
- Recording cash receipts and income from bank deposits
- Creating bills, sales invoices, credit notes, and purchase orders
- Reconciling bank transactions and credit card statements
- Logging cash disbursements or expenses from bank transactions
- Documenting interbank transfers
- Posting necessary adjusting entries
- Balancing other balance sheet accounts with underlying records
Monthly financial reporting, which includes:
- Preparation of balance sheets
- Compilation of profit and loss statements
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
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