I am a Xero and QuickBooks Online Certified ProAdvisor, equipped to handle your bookkeeping needs efficiently. With accurate financial records, you’ll have better control over your business finances.
I help businesses stay organized by managing records, reconciliations, and reports. My goal is to simplify bookkeeping so you can focus on growth.
Using Xero and QuickBooks, I ensure your transactions are properly recorded and up to date. No more missed transactions or financial confusion—just reliable numbers when you need them.
Let’s work together to keep your books accurate and stress-free. Reach out today, and let’s get started!
WHAT I CAN DO FOR YOU:
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Xero & QuickBooks Setup and Maintenance
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> I provide complete setup and maintenance for Xero and QuickBooks Online, ensuring a smooth bookkeeping process. This includes:
• Setting up accounting software tailored to your business.
• Creating a customized chart of accounts.
• Configuring bank feeds and ensuring accurate transaction imports.
• Uploading historical transactions, sales invoices, bills, and expenses.
• Categorizing transactions for accurate reporting.
• Customizing reports for financial insights.
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Daily Bookkeeping
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> I handle day-to-day bookkeeping tasks to keep records accurate and up to date.
• Recording income and expenses.
• Managing interbank transfers and adjusting entries (if needed).
• Reconciling bank and credit card transactions.
• Maintaining records of bills, invoices, credit notes, and purchase orders.
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Catch-Up and Cleanup
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> I help organize and update financial records to ensure accuracy and compliance.
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Monthly Financial Reporting
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> I generate key financial reports to track business performance.
• Balance Sheet
• Profit and Loss Statement
• Month-to-Month Comparisons (as needed)
• Cash Flow Statement
• Accounts Payable & Receivable Aging Reports
Your books should work for you, not against you.
Let’s simplify, organize, and optimize—MESSAGE ME to get started!
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 10+ years
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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