⚓Dear Client, I am Sivanjaneya, MBA (Finance & Accounts) and Bachelor of Commerce (Accounts). I have 9 years of attentive bookkeeping knowledge, and I manage all of the financial accounts through year-end review and suggest improvements tax point of view. I have experience working with clients from all around the world.
I use QUICKBOOKS, Xero, Wave, Zoho, and Excel as my software to assist you in making the most crucial decisions, I can provide quick and trustworthy financial accounting reports and recommendations.
Technical Skills======
Accounting Packages:
1. QuickBooks
2. Xero Accounting
3. Wave
4. Zoho
5. Quicken and etc..
☑ Office Packages: Ms-Excel, MS Word, Google Drive and Google Sheets
☑ ECommerce: Amazon, Woocommerce, Shopify, Dear inventory, and merchant accounts like Authorized . Ne t, infusion soft, Keap, Square, and Stripe.
☑ I include the following accounting and bookkeeping services.
Daily Financial Activities----------
◾ Update Date to day financial activities from various supporting documents
◾ Update Bills and Invoices
◾ Update Bills and Invoices payments to Outstanding
Weekly Activities----------
◾ Recording Transactions
◾ File the receipts
◾ Review Vendor Outstanding
◾ Prepare and send invoices to Customers
◾ Employees' Payroll submits
◾ Payroll adjustments by checking Taxes and Deductions
◾ Review Project Cashflow
◾ Prepare Budget reports
Monthly Activities----------
◾ Review Accounts Payable and Accounts Receivable (Aged Debtors and Creditors)
◾ Vendor and Customer Reconciliation
◾ Balance your B ank and C redit car d, Pa yP al, L oa n and Intercompany accounts by
reconciliation
◾ Merchant account reconciliation (Inf usion Soft, A utho rized.net, St ripe, Sq uare, E TSY,
eb ay and etc.,)
◾ Ecommerce transactions Updating (Amazon, Shopify, Woo-commerce and etc.,)
◾ Review Actual Profit and Loss vs. Budget and vs. Prior Years
◾ Cashflow & Budget Preparation
◾ Inventory Management
◾ Post Month end Journals if necessary
◾ Plan your budget in advance
Quarterly Activities----------
◾ Review Quarterly P ayr oll Reports
◾ Balance P ayr oll tax payables
◾ Review sales tax based on Bills and Invoices
◾ File the taxes by Instructions
Yearly Activities----------
◾ Review Payables and Receivables aging reports
◾ Review your Inventory
◾ Review the Owner’s Investments
◾ Balance all B ank and Cr edit C ards at the end of the year
◾ Prepare 1099 by instructions
◾ Review the Profit and Loss statement
◾ Review the Balance Sheet statement
I am looking forward to working with you!
Thank you!
Siva Reddy DV