CLEAN-UP - RECONCILE - FORECAST - REPORT. I MANAGE YOUR BOOKS, WHILE YOU BUILD YOUR EMPIRE!
WHAT I DO?
I am CPA Freelance Accountant, with 10+ years of experience in the Accounting field, a Certified QBO, and Xero Adviser, and exposed to and know remote bookkeeping. I have helped business owners with their books reviewed, reconciled, and ready before tax season.
? I can help you gain clarity in your Balance Sheet and Profit and Loss so you can scale up and focus your time on business and family.
I have worked with projects for more than 10+ years, and I was able to maintain their accounting system, prepared their Financial Statements for Audit Reports, and Submit the required financial projections and budget forecast for their funding and loans from investors and banking institutions, and for management
What might be your challenges?
⚠️ You are a business owner who struggles to keep track of books.
⚠️ You are doing DIY bookkeeping but find yourself having NO time
⚠️ You have messy books, unreconciled, and financial reports are out of balance
⚠️ You need clarity and a clear vision of your numbers;
⚠️ Sales are great, but the cash flow is negative.
⚠️ Your business is bleeding due to excessive expenses.
⚠️ You need budget forecasts
⚠️ You need financial reports to prove your business's success
⚠️ You want to understand your financial reports to make better decisions.
⚠️ Bookkeeper is missing in action and tax season is fast approaching
If YES, here's what I can do for you:
✅ Catch up & Clean-up your financial books
✅ Bank Reconciliations
✅ Monthly Report (Balance Sheet, Income Statement)
✅ General Bookkeeping using QuickBooks, Xero, and Wave
✅ Monitor Sales and Track Expenses
✅ Balance Sheet and Income Statement Reconciliations
✅ Budget Forecast
✅ Cash Flow
✅ Accounts Receivable and Payable Management
✅ Updated and Monitor Clearing Accounts
✅ Trial balance
✅ Financial Statement Preparation and Presentation
✅ Streamline the processes of bookkeeping, hence fast turnover while numbers are accurate
✅ Set up your accounting software and integrate other software
✅ Customized Specialized Report, so you can easily understand your Financial Statements
✅ Automate your bookkeeping
✅ 100% Books are organized, accurate, and real-time to make informed management
✅ Inventory
✅ Ensure all business transactions are recorded and properly categorized inside QBO, Xero, Wave, and other software
✅ Analyze your reports to better come up with easy to understand of Financial Statements
SYSTEM EXPERTISE:
? QuickBooks
? Xero
? Wave
? Hubdoc
? Amazon
? Shopify
? Dext
? A2X
? ClickUp
? Paychex Flex
? POS Lightspeed
? PayPal, Stripes
? Google Suites
? Microsoft Office
? Dropbox
? Slack
I would love to hear from you and help you gain confidence in your numbers.
Book a FREE 30-MINUTES Consultation now!