Expertise: Xero, QuickBooks Online (QBO), Saasant, Slack, Google Drive, Google Sheets
Hey there! I’m a full-charge bookkeeper dedicated to delivering accurate, efficient, and client-focused financial solutions. As a Certified QuickBooks ProAdvisor and Xero Advisor, I help businesses streamline their finances, maintain accurate records, and optimize their bookkeeping processes with precision and expertise.
My mission is simple:
Help business owners save time, reduce financial errors, and get crystal-clear financial insights so they can focus on scaling their business.
Whether you’re a small or medium businesses, startup, or entrepreneur, I’ll ensure your books are accurate, organized, and up to date.
No more late reports, reconciliation headaches, or messy financial records—just streamlined bookkeeping that works.
What I can do for you:
*Setting up and maintaining Xero and QuickBooks files, including:
–Customized Chart of Accounts
–Import and categorize historical transactions-Bank feeds setup for real-time financial tracking
–Customized reporting
*Daily bookkeeping including but not limited to the following:
–Record cash disbursement and expenses from bank transactions
–Reconcile other balance sheet accounts to underlying records
–Record any manual adjusting entries
–Reconcile bank, credit card, and PayPal transactions
–Process interbank transfers and manual adjustments
–Generate invoices, bills, and credit notes
*Monthly and year-end financial reporting:
–Balance Sheet – Know your business’s financial health
–Profit & Loss Statement
–Track income vs. expenses
–Cash Flow Reports –Understand where your money is going
-Month-to-Month Comparisons –Identify growth opportunities
*Add-on services for businesses that need more:
–Catch-up and clean-up bookkeeping for outdated or messy books
–Expense tracking and categorization for tax readiness
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 10+ years
Experience: 5 - 10 years
Experience: 10+ years
Experience: 5 - 10 years
Experience: 10+ years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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