Bookkeeping & Reconciliation

Project Overview

The client is a medical service business which is providing health care related services. The company offers a comprehensive range of advanced health services designed to optimize well-being. Their specialties include genetic and metabolic testing, GLP-1 weight loss solutions, and hormone restoration therapies.

Software Use :

Xero.

Client Requirements

  • Manage chart of accounts.
  • Invoice & bill entry.
  • Categorization of transactions.
  • Reconciliation of all bank accounts.
  • Generate financial reports.

Services Rendered

  • Managed chart of accounts.
  • Invoices and bills posted to respective a/c.
  • Transactions categorized.
  • Reconciled bank accounts.
  • Submitted financial reports.

Project Details

Client: Lisa Martinez
Date: 06-13-2024
Value: $300
Status:
Completed

Project Images

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