Set up: I can help you set up your QBO or Xero account and customize it to fit your business needs.
Data migration: If you're transitioning from another accounting software, I can help you migrate your data to QBO or Xero with ease.
Bookkeeping entries: I'll make sure all your financial transactions are recorded accurately and promptly into your accounting software.
Bank reconciliation: I'll reconcile your bank accounts and credit cards on a regular basis to ensure your records are up-to-date and accurate.
A/R and A/P management and reconciliation: I'll manage and reconcile your accounts receivable and accounts payable, making sure that all transactions are recorded correctly and in a timely manner.
Financial statement preparation: I'll prepare monthly, quarterly, or annual financial statements, including income statements, balance sheets, and fund flow statements.
Budgeting and forecasting: I can help you create a budget and forecast for your business, giving you a clear picture of your financial health and helping you plan for the future.
Fund flow preparation: I'll help you prepare a fund flow statement to give you a clear view of your fund inflows and outflows, helping you manage your business more effectively.