Hello!
I offer personal finance help, including budgeting and planning for clients. I have experience with QuickBooks Online, Xero, and Zoho. I also know how to create Excel Spreadsheets for personal finances, including automatic calculations.
Areas of Expertise:
- Bank and Credit Cards Reconciliation
- Property Management Accounting
- Billing
- Google Docs, Spreadsheet
- Appfolio, Buildium, Rent Manager Online
- Payroll preparation and Processing of statutory and regulatory requirements
- Month End Close financial procedures and reporting
- General Ledger
- Balance Sheet Reconciliation
- Accounts Receivable Management
- Accounts Payable Management
- Financial Statements
I can help you and your company to:
General Ledger
-Set up and reset up Chart of Accounts.
-Reconcile Bank Statements, Credit cards, investment
-Provide monthly, quarterly, and annual Reports
-Margin Analysis
-Cash Flow Analysis
-Inventory Management
-Fixed Assets Accounting
-Rent Revenue accounting
-Franchise accounting
Accounts Payable
-Clean up Vendor (AP) records
-Reconciliation of AP reports
-Provide Aging Analysis
-3 way matching clean up.
Accounts Receivable:
-Clean up Customer (AR) records
-Reconciliation of AR reports
-Do collection calls to clients
-Provide Aging Analysis
Admin:
-Set up Accounting processes for your team based on company needs.
-Process Documentation and implementation.
-Propose process improvements and cost-saving methods.
-Business migration from 1 accounting software to another.
Thanks :)