Major Bookkeeping Clean-Up: June 2023 - August 2024
Aprile Rosal
Accountant
Financial Advisor
Bookkeeper
Completed a major bookkeeping clean-up by converting PDF bank statements from June 2023 to August 2024 into CSV files, creating import statements for Xero, and uploading the data. Established bank rules in Xero to streamline the coding of over 3,000 PayPal transactions and reconciled multi-currency transactions. Finally, categorized all remaining items to ensure accurate and organized financial records.
