Detail-Oriented Bookkeeper | Banking Accounting Experience | Certified XERO Advisor | Certified Quickbooks Online Advisor |
With over 13 years of experience in the accounting field, including extensive work in the Bank’s Branch Accounting & Control Division, I specialize in helping businesses streamline their financial processes, reduce costs, and improve accuracy. As a Certified XERO Advisor, well versed in QuickBooks Online, I am committed to ensuring your business’s financial health is secure and efficient, so you can focus on growth.
Here's how I can help:
- QuickBooks & Xero Account Setup: Tailored to your business needs, ensuring seamless integration.
- Chart of Accounts Creation: Organizing your accounts for easy tracking and reporting.
- Bank Transactions Uploading & Categorization: Automating data entry to save you time and reduce errors.
- Accounts Receivable & Payable Management: Keeping track of your invoices and bills, ensuring timely payments.
- Bank Reconciliation: Extensive experience from the banking sector, ensuring your bank balances and financial records match
perfectly.
- Balance Sheet & Profit and Loss Reports: Providing accurate financial insights for better decision-making.
What Sets Me Apart:
My experience working in a Bank’s Branch Accounting & Control Division has given me strong skills in managing complex transactions and ensuring financial accuracy. I’m used to working with high volumes of data and maintaining internal controls to prevent errors.
I have a keen eye for detail, with a focus on reconciling bank accounts and ensuring everything matches up perfectly.
Tools I Use:
XERO
QuickBooks Online
Excel
Slack
Let’s connect! I’d love to discuss how I can help you streamline your accounting processes and save time, money, and energy so you can focus more on growing your business.
Experience: 10+ years
Experience: Less than 6 months
Experience: 10+ years
I was a bookkeeper at PSBank for almost thirteen years under Branch Accounting and Control Division responsible for maintaining financial records, reconciling accounts, and ensuring compliance with regulatory requirements.
Experience: Less than 6 months
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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