Geradee B.
Your RELIABLE Bookkeeping Buddy| XERO and QUICKBOOKS Certified
𝑫𝒆𝒂𝒍𝒊𝒏𝒈 𝒘𝒊𝒕𝒉 𝒅𝒊𝒔𝒐𝒓𝒈𝒂𝒏𝒊𝒛𝒆𝒅 𝒇𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒓𝒆𝒄𝒐𝒓𝒅𝒔? 🗃 With 13 years in banking 💰 and bookkeeping📚, I’ll tidy up your books. From 𝐝𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐣𝐨𝐮𝐫𝐧𝐚𝐥 𝐞𝐧𝐭𝐫𝐢𝐞𝐬 to 📒𝐛𝐚𝐥𝐚𝐧𝐜𝐞𝐝 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐬 📊 and thorough 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬📈, I’ll simplify your finances using my 𝐗𝐄𝐑𝐎 and 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞💻 expertise. 🚀My goal is to make accounting and bookkeeping 𝒔𝒕𝒓𝒆𝒔𝒔-𝒇𝒓𝒆𝒆 𝒂𝒏𝒅 𝒑𝒐𝒔𝒊𝒕𝒊𝒗𝒆!🌟 I deliver 𝒂𝒄𝒄𝒖𝒓𝒂𝒕𝒆, timely financial reports that 𝘦𝘮𝘱𝘰𝘸𝘦𝘳 you to make informed decisions and 𝘨𝘳𝘰𝘸 your business confidently. Expect a 𝒅𝒆𝒅𝒊𝒄𝒂𝒕𝒆𝒅 𝒑𝒂𝒓𝒕𝒏𝒆𝒓 passionate about achieving financial clarity and success. ! 💼💸 🔥Here's how I can transform your financial chaos into a thriving, organized system:👇👇👇 🛠️𝑺𝒆𝒕𝒕𝒊𝒏𝒈 𝒖𝒑 𝒂𝒄𝒄𝒐𝒖𝒏𝒕𝒔 𝒊𝒏 𝑿𝒆𝒓𝒐 𝒂𝒏𝒅 𝑸𝒖𝒊𝒄𝒌𝒃𝒐𝒐𝒌𝒔 🏢 Set up company profile and customize settings. 📊 Create and organize chart of accounts. 🏦 Link bank accounts and set up bank feeds. 📃 Customize invoice templates with logo and branding. 🗂️ Import or enter customer and vendor information. 🛠️ Set up product and service items for invoicing. 📈 Enter opening balances for accounts and inventory. 🔄 Create templates for recurring transactions. 💸 Establish categories for expense tracking. ⚙️ Create bank rules for transaction categorization. 📑 Generate initial financial reports. ☕️ 𝑫𝒂𝒊𝒍𝒚 𝒃𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈, 𝒄𝒂𝒕𝒄𝒉-𝒖𝒑, 𝒂𝒏𝒅 𝒄𝒍𝒆𝒂𝒏𝒖𝒑 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒆𝒔 💼 Review and record all financial transactions. 💳 Categorize bank transactions. 📊 Reconcile bank and credit card statements. 📧 Create, send, and track invoices. 💰 Process vendor bills and payments. 📥 Record and track customer payments. 💸 Monitor and categorize business expenses. 📦 Track and manage inventory levels. 📈 Generate and review financial reports. 📑 Prepare documentation for tax filings. 🔧 Update and maintain accounting software. 👩💻𝑴𝒐𝒏𝒕𝒉𝒍𝒚 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝒓𝒆𝒑𝒐𝒓𝒕𝒊𝒏𝒈 📒Balance Sheet 💲Income Statement (Profit and Loss) 🗓Month-to month comparisons whenever applicable Wave goodbye to financial headaches, take the first step. ⏰𝘛𝘪𝘮𝘦 𝘪𝘴 𝘵𝘪𝘤𝘬𝘪𝘯𝘨.. 🟢𝘐𝘧 𝘺𝘰𝘶 𝘵𝘩𝘪𝘯𝘬 𝘸𝘦'𝘳𝘦 𝘢 𝘨𝘰𝘰𝘥 𝘧𝘪𝘵.. 💬𝘋𝘳𝘰𝘱 𝘢 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘢𝘯𝘥 𝘭𝘦𝘵 𝘮𝘦 𝘬𝘯𝘰𝘸.. 𝑺𝑻𝑨𝑹𝑻 𝑫𝑬𝑳𝑬𝑮𝑨𝑻𝑰𝑵𝑮 𝑻𝑶𝑫𝑨𝒀!.. "wink" Your bookkeeping buddy, Ghera
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.3k
Billed in all: $16,449$16k
$672 in the last 6 months
Across 9 contracts
Earnings, last 30 days
Skill rankings: Top 28% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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