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Comprehensive bookkeeping, chart of accounts setup, and financial reporting configuration using QuickBooks Online. Cleaned up ledgers and structured expense tracking for streamlined business operations.
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Most bookkeepers know one system. I run full closes in both.
QuickBooks Online for US nonprofits reporting under FASB ASC 958. Xero for UK charities reporting under Charities SORP. Same standard of accuracy on both sides — reconciled to 1.6% against a US client's Form 990, and to 0.3% against a UK client's filed accounts.
If your organization operates across either system, or you're not sure your current bookkeeper actually knows the standard you're being held to, that's worth a conversation.
Completed a Xero bookkeeping project focused on bank reconciliation, transaction review and financial record organization to ensure accurate reporting
The image is a visual comparison of the customer-lead data before and after cleanup for TechNova Solutions.
Upper section: Messy data
The upper section shows the information exactly as it was collected from business cards and signup sheets. It contains inconsistent capitalization, different phone-number formats, duplicate entries, incomplete fields, and possible spelling variations. For example, “ravi kumar” and “RAVI KUMAR” represent the same person, while Farhan Ali appears twice with slightly different company and phone formatting.
Lower section: Organized and cleaned data
The lower section is the CRM-ready version. Duplicate leads have been removed, names and company names have been standardized, email addresses have been converted to lowercase, and phone numbers have been formatted using the +91-XXXXXXXXXX pattern. A new Status column has also been added.
Status
Meaning
Ready
The lead has the required email and phone information.
Needs Follow-up
Important information, such as an email address or phone number, is missing or incomplete.
The blank cells in the cleaned table are intentional. They indicate information that was not available in the original data; no details were invented. Overall, the image demonstrates how unstructured lead information can be transformed into a more consistent and usable CRM database.
