Expertise in Accounting Software: Xero, Quickbooks, Microsft Dynamics AX
While I may be new to virtual bookkeeping, I have over 14 years of experience in corporate finance. I hold certifications as a Xero advisor and a QuickBooks ProAdvisor.
I am passionate about enabling small and medium-sized businesses to succeed by implementing efficient processes that save time and enhance accuracy. I’ll manage all your accounting needs, meticulously tracking your income and expenses, ensuring you always have accurate, actionable financial data at your fingertips.
Here’s what I can offer:
Setup and maintenance of Xero and QuickBooks files, including:
• Custom Chart of Accounts
• Data migration from previous accounting systems
• Setup of relevant bank feeds
• Online banking configuration
• Integration with necessary third-party tools
• Customized reporting
Daily bookkeeping services, which include but are not limited to:
• Recording transactions: Entering and categorizing financial transactions like sales, purchases, receipts, and payments
• Reconciliation: Regularly reconciling bank statements, credit card accounts, and other financial records
• Accounts Payable/Receivable: Handling bills, payments, invoices, and the collection process
• Inventory management
Monthly financial reporting includes:
• Financial Reports: Preparing reports such as balance sheets, income statements, and cash flow statements to provide insights into the company’s financial status
• Process Improvements: Identifying and implementing enhancements to financial processes to boost efficiency and accuracy
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
I have several years of experience in accounting data entry, including invoices, receivables, fixed assets, bank transactions, and general ledger entries. While I worked at a mid-sized company where other accountants handled various entries, I am well-versed in the detailed entry of bills, payables, and similar tasks.
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
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