Project Overview
The client was looking for a bookkeeper who can migrate his QBO to Xero.
Software Use :
Xero.
Client Requirements
- ⚫ Setting up company & manage charts of accounts.
- ⚫ Migrate QBO information to Xero.
- ⚫ Categorization of transactions.
- ⚫ Reconciliation of all bank accounts, credit cards.
- ⚫ Generate financial reports.
Services Rendered
- ⚫ Setup company and detailed chart of accounts.
- ⚫ QBO information migrated as per trial balance.
- ⚫ Required adjusting entry posted.
- ⚫ Transactions categorized.
- ⚫ Bank account reconciliations completed.
- ⚫ Submitted financial statements and reports.
