QuickBooks online and Xero Bookkeeping & Tax Preparation
Budget: $8 – $15 USD
I currently have capacity to partner with a few more businesses that want their numbers handled accurately and on time. Using Xero as my primary platform, I deliver clean monthly financial statements you can rely on for decision-making and year-end planning. When tax season arrives, you will already be organised; I prepare the returns, reconcile every account, and keep supporting schedules ready for your review or submission to your CPA.
My background spans retail, construction and healthcare, so I am familiar with inventory flows, job-cost tracking, payroll allocations and the compliance quirks that come with each of those industries.
Here is what you can expect from me:
• Monthly P&L, balance sheet and cash-flow reports issued by the agreed-upon deadline
• Timely tax preparation with source documents stored securely in Xero
• Clear communication on any discrepancies or optimisation opportunities before they become problems
If you would like a bookkeeping partner who lives inside Xero and speaks your industry’s language, send over a brief outline of your current setup and your goals. I will review, suggest the most efficient workflow and let you know exactly how soon we can get started.
My background spans retail, construction and healthcare, so I am familiar with inventory flows, job-cost tracking, payroll allocations and the compliance quirks that come with each of those industries.
Here is what you can expect from me:
• Monthly P&L, balance sheet and cash-flow reports issued by the agreed-upon deadline
• Timely tax preparation with source documents stored securely in Xero
• Clear communication on any discrepancies or optimisation opportunities before they become problems
If you would like a bookkeeping partner who lives inside Xero and speaks your industry’s language, send over a brief outline of your current setup and your goals. I will review, suggest the most efficient workflow and let you know exactly how soon we can get started.