Expertise: QuickBooks (QB) | Xero | Excel | Slack | Google Spread Sheets
Are you a small or medium-sized business owner overwhelmed with bookkeeping? Do you wish you had someone to handle your financials while you focus on growing your business? I’m here to help!
I’m
What I Offer: QuickBooks or Xero Setup & Maintenance
~Customized chart of accounts
~Importing historical bank transactions
~Setting up bank feeds (if applicable)
~Assisting with third-party software integration tools
~Customized reporting
Bookkeeping Services include, but are not limited to:
~Recording income from bank deposits
~Tracking expenses and payments from bank transactions
~Recording interbank transfers
~Posting adjusting entries as needed
~Reconciling bank and credit card transactions with statements
~Reconciling other balance sheet accounts to underlying records
~Creating sales invoices, bills, credit notes, purchase orders, etc.
Monthly Financial Reporting
~Balance sheet preparation
~Profit and loss statements
~Month-to-month comparisons (where applicable)
Software Proficiency (Experienced in):
Xero
QuickBooks
Excel
Google
Sheets
Zoom
Slack
Microsoft
Teams
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: Less than 6 months
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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