Expertise: XERO, QUICKBOOKS ONLINE
I am a Proactive Bookkeeper/Accountant with more than ten years of experience in the accounting field. I am a Certified Xero Advisor and QBO Certified ProAdvisor with hands-on experience in Xero and QBO through workshops and actual bookkeeping cases. I offer precise, reliable, and personalized bookkeeping services that fit your business needs. I’m here to provide reliable, stress-free bookkeeping services tailored to your needs. Get in touch, and let’s ensure your financials are working for you, not against you.
I understand the pressure business owners face when managing their financials, which is why I focus on making things easier for you. I specialize in organizing financial data, simplifying complex information, and providing clear, actionable insights that help your business grow. My goal is to support your success, so you can focus on what truly matters — running and expanding your business.
Services Offered:
Accounting and Bookkeeping Setup:
Setting up Xero/QBO Accounts
Updating or Customizing Chart of Accounts
Creating Bank Accounts in Xero/QBO
Transaction Management:
Handling Multiple Currency Transactions
Uploading Bank Transactions in Xero/QBO (if needed)
Creating Sales Invoices
Recording Sales and Expenses
Bank Categorization
Bank Reconciliation
Preparing Balance Sheet and Profit & Loss Report
Creating Manual Journals
Creating Credit Notes
Recording Refunds
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: 6 months - 1 year
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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