Welcome to my Portfolio!

Here are samples of my bookkeeping work, demonstrating my proficiency in transaction recording, financial management, financial reporting, and payroll management using QuickBooks Online and Xero accounting software. Please review my portfolio to see how I can help you with your business and support its growth as your dedicated bookkeeper. See how I can assist you in keeping your financial records accurate, timely, and reliable.

Set-up and Implementation

Set-up and implementation are crucial for establishing a reliable accounting system. Properly configuring your company's books from the start, including setting up an industry-specific chart of accounts, accurately entering trial balances, configuring your company information and users, and registering fixed assets to track their depreciation, ensures that financial data is correctly tracked, which I believe is essential for accurate reporting and compliance.

Accounts Receivable Management

Managing accounts receivable like a pro can take your business to the next level!

When you’ve got a grip on cash flow, you can say goodbye to bad debts and hello to stronger customer relationships. Optimizing your credit management means you're getting paid on time, helping you keep that cash flowing smoothly for other business needs or exciting new investments! 

By reducing your administrative burden, you’ll free up time for bigger and better things—plus, the cost savings will directly boost your profitability!

With real-time info on outstanding receivables, you’ll be able to make quick, informed decisions, like adjusting payment terms, offering early payment discounts to speed up cash inflow, or deciding whether to invest now or later based on what’s coming in. You’re setting your business up for success, and it’s all within your control!🙌

Accounts Payable and Expense Management

Handling accounts payable the right way can really lighten your load and open up exciting possibilities for your business!



With improved cash flow management, you’ll know exactly when to make payments—keeping funds flowing smoothly for new opportunities or unexpected expenses. Plus, paying suppliers on time builds trust and can lead to even better deals or discounts!  Strong supplier relationships are always a win!

Accurate financial planning and budgeting become a breeze when everything is organized. No more guessing where your money’s going—you're in control! And by staying on top of payments, you'll avoid those dreaded late fees or penalties, saving money and reducing stress.

Not to mention, a well-managed AP system boosts efficiency, cuts down errors, and gives you real-time data to make smarter decisions. Whether it's planning your next investment, adjusting pricing, or figuring out when to expand, you'll feel confident knowing your financial health is in top shape!📊✨

Bank Feeds Categorization and Bank Reconciliation

Appropriate bank feed categorization and doing regular bank reconciliation is like giving your business a boost of clarity and control!

Accurate financial records mean you always know where your money is, making cash flow management a breeze. You’ll spot errors or even fraud early on, keeping your finances safe and sound. Plus, with everything organized, budgeting and forecasting become easier—and you can kiss those surprise overdrafts and late payments goodbye!

By staying on top of things, you’ll save time and reduce stress, freeing you up to focus on what really matters. Your decision-making will improve, too! Whether it's making budget adjustments, planning for growth, cutting costs, or preparing for tax season, you’ll have all the data you need to make smart, confident choices. Strong financial reporting and audit readiness? You've got it covered! 📊💪 

It’s all about gaining better control over your financial health so you can keep your business moving forward.

Financial Reporting

Effectively managing financial reporting like a champ is a total game-changer for any business!

With accurate reports in hand, you can make informed decisions that keep cash flow flowing smoothly and enable strategic budgeting and forecasting. This means better profitability and tighter cost control—who doesn’t love that? Plus, with effective performance monitoring, you’ll have your finger on the pulse of your business, making it easier to spot growth opportunities and allocate resources wisely. Need to make an investment decision or cut costs? No problem! You’ll have all the data you need to act confidently.

And let’s not forget how improved creditworthiness can open doors to funding when you need it most. Staying compliant with regulations and preparing for taxes becomes a breeze, too! Building strong relationships with stakeholders and being ready for crises or risks are just cherries on top. It’s all about keeping your financial health in check so you can focus on expanding and thriving! You've got this! 💪🎉

Xero Payroll Processing

With a commitment to accuracy, efficiency, and confidentiality, I ensure that your financial records are meticulously maintained, giving you peace of mind and the insights needed to make informed business decisions.

Each sample in my portfolio highlights my dedication to these principles and my attention to detail. I believe that effective bookkeeping is the backbone of any successful business, and I am dedicated to providing the highest level of service to support your financial health. 

I look forward to discussing how I can tailor these services to meet your specific needs and help your business thrive.