Certified QBO Bookkeeper | Accurate, Organized, On-Time
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About this service
Summary
I offer expert bookkeeping services, specializing in managing and reconciling bank transactions in Xero to ensure accurate financial records. What makes me unique is my ability to provide clear, concise financial reports that help business owners stay informed and confident in their financial decisions, while freeing up their time to focus on growth.
Process
Here is my process
Setting up QBO Accounts
Updating or Customizing Chart of Accounts
Creating bank accounts in QBO
Uploading bank transactions in QBO
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
Quickbooks
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