Certified Xero Bookkeeper | Accurate, Organized, On-Time
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About this service
Summary
I offer bookkeeping services to help manage and organize your bank transactions using Xero. What makes me different is that I provide clear and simple financial reports, so you can easily understand your finances and focus on growing your business.
Process
Here is my process:
Setting up Xero Accounts
Updating or Customizing Chart of Accounts
Creating bank accounts in Xero
Uploading bank transactions in Xero
Dealing with multiple currency transactions
Creating sales invoices
Recording sales and expenses
Bank Categorization
Bank Reconciliation
Preparing Balance Sheet and Profit and Loss Report
What's included
Setting Up and Managing Financial Records
Software Setup Chart of Accounts Setup Financial Data Entry Multi-Currency Transactions
Managing Accounts Receivable and Payable
Creating Invoices Tracking Payments and Expenses Vendor and Supplier Payments Handling Receipts
Bank Reconciliation
Monthly Reconciliation Error Identification
Financial Reporting and Analysis
Profit and Loss Report Balance Sheets Custom Financial Reports
Skills and tools
Bookkeeper
Google Drive
Google Sheets
Microsoft Excel
Slack
Xero
Work with me