Need someone to organize your financial records and keep your business on track? I’m here to help! ;)
• 1+year VA Experience
• Bachelor's Degree in Financial Management
• Certified QuickBooks Online ProAdvisor and Xero Advisor
• Basic understanding of Australian bookkeeping (BAS / IAS / ITR)
WHY HIRE ME?
• Attention to detail and accuracy
• Excellent time management
• Ensuring deadlines are consistently met with efficiency
• Proficient in problem solving
• Flexible and can do other tasks
BOOKKEEPING SERVICES:
• Catch up and clean up
• Bank Categorization and Bank Reconciliation
• Sales Receipt Entry
• Chart of Accounts Set-up
• Financial Statement
• Sending and Follow up of Invoices
• Paypal/Stripe/Wise and other Payment Channels Reconciliations
• Multi-currency bookkeeping
ACCOUNTING SOFTWARE AND TOOLS
• Xero
• Quickbooks Online
• Slack, Calendly, ChatGPT, Canva, Zoom,
• Microsoft (Word, Excel, Powerpoint, Outlook)
• Google Suite (Gmail, Google Drive, Google Meet,
Google Docs, etc.)
MY QUESTIONS TO YOU:
1. Are you too busy running your business to manage your financial records?
2. Have you tried categorizing transactions but feel unsure if they’re accurate?
3. Has your business been operating without proper bookkeeping in place?
4. Are your books messy, outdated, or in need of catch-up and cleanup?
5. Do you struggle with reconciling accounts or fixing discrepancies in your books?
LET ME HELP YOU. HERE'S WHAT I CAN DO FOR YOU:
Setup and/or Maintenance of XERO or Quickbooks file including:
• Customized chart of accounts
• Upload historical transactions from bank data
• Assistance with setup of any bank feeds, as applicable
• Assistance with setup of any necessary third-party integration tools
• Customized Reporting
Daily bookkeeping including but is not limited to the following:
• Record cash receipts/income from your bank deposits
• Record cash disbursements/expenses from your bank transactions
• Record interbank transfers
• Record any adjusting entries needed
• Reconciling bank transactions and credit cards to statements
• Reconcile other balance sheet accounts to underlying records
• Creating bills, sales invoices, purchase orders, etc.
Monthly financial reporting including:
• Balance Sheet
• Profit and Loss Statement
• Month-to-month comparisons whenever applicable
SOUNDS LIKE WHAT YOU NEED?
• Send me a personalized message, and let’s get started!
• Let’s schedule a discovery call at a time that works for you.
Talk to you later! *wink*
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: Less than 6 months
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