I will be your virtual assistant for accounting and finance

 Hello!

I provide services as virtual assistant in Finance and Accounting areas.

Accounting services include:

Xero Accounting

Quick books

Manage Emails

Manage Calendar

Manage Meetings

Organize Digital Files

Encode Transactions in System

Monitor Bank Account/Credit Card Statements

Financial Services Include:

Prepare the bank reconciliations statement/control accounts

Other Financial reports

Monitor Financial Reports

100% customer satisfaction. 100% refund able. Services available for 24/7.

Link is given below: 

https://www.fiverr.com/sana1993/be-your-virtual-assistant-for-accounting-and-bookkeeping

I have many others gigs about different services which links are the following:

https://www.fiverr.com/sana1993/do-your-xero-bookkeeping-and-setup

https://www.fiverr.com/sana1993/do-your-bookkeeping-in-quickbooks-online

https://www.fiverr.com/hassanch88/your-virtual-assistant-for-excel-data

https://www.fiverr.com/hassanch88/be-your-amazon-virtual-assistant

https://www.fiverr.com/hassanch88/do-bookkeeping-using-quickbooks-online-xero-accounting

 

My Gigs

Pleasure in the job puts perfection in the work.

— Aristotle

Now a days freelancing is becoming the major source of bread and better for many people. According to a research more then 60% workforce holds jobs and remote at homes specially in Covid-19. This research also improved that it is possible to work at home  and supervision of work. Many organizations shifts towards work at home. 

Likewise many freelancers I like to work from home. It has greater benefits from many aspects for example it give me freedom and flexibility of work and task completion. I set my own schedule to fit around my clients. I work independently and enjoy work from home. One an other benefit is that I am more clear about the direction, tasks and business. I have also choice and variety because I am less confined to particular market and sector. I have freedom to pick project and set the rates per hourly or per transaction. I feels as my satisfaction is associated with my client satisfaction that's why I deliver my services accordingly. I always deal with clients in  moral and ethical way. Because client respect is my first priority. 

I am offering my services according to my skills and qualification. I am sharing my gigs link description in below. Kindly check my services and avail the benefit at lowest rates. 

Links: https://www.fiverr.com/hassanch88/your-virtual-assistant-for-excel-data

https://www.fiverr.com/hassanch88/do-bookkeeping-using-quickbooks-online-xero-accounting

https://www.fiverr.com/hassanch88/be-your-amazon-virtual-assistant

https://www.fiverr.com/sana1993/do-your-bookkeeping-in-quickbooks-online

https://www.fiverr.com/sana1993/do-your-xero-bookkeeping-and-setup

https://www.fiverr.com/sana1993/be-your-virtual-assistant-for-accounting-and-bookkeeping

Entering sales Receipts and Customize Reports in Xero

 When customer directly approach to our outlet/office and want to get services/ product/ inventory. We deliver it. How to receive the  payment of this transaction. It has procedure which is given below.

Step#1

Follow the steps and  select the given option.

Step#2

when we follow the steps and selected option. After that an interface will appear at there it will ask how to receive amount via bank account or on hand. If you are going to get money by hand then you must create any account in Chart of Accounts. Otherwise you can get through bank account. 

From bank account when you chose that mean an interface will appear. Put the details and save it.

Reports Customization 

Xero give us facility to customize the reports. the benefit of report customization is you can easily and quickly get the report when you are working.

The following simple ways by which we can organize and customize the reports. 

Step#1

Go to the Accounting tab and Select the reports option.

Step#2

In all reports summary there are number of reports. select any one for example we chose balance sheet. An interface will appear. In which chose the financial year, comparison of report of how many period do you want. If your business activities are new then select none. Finally select the accounting bases. We follow the GAAP in Xero so we will select accrual. In last bottom right corner an option of save and customize. Select this and go back to reports and check in customize reports. 

Step#3

You can get easily access to your reports also here. 

  

 

Receiving Payment in Xero

 It is very simple way to receive payment against any product/service. Below the sample adress how we can receive the payment. 

Step#1

Step#2 

when click on invoice option. This interface will appear front of us. I mentioned  awaiting payments these are our payments received which are due.

Step#3

In all awaiting list just click any client and you will get the whole information about client such as item code, description of product/service, quantity, account, pricing and so on. Looking below there is a receive payment option.  Select the payment date, method( account, petty cash) and reference of payment. Add the payment and you will get the green notification about payment receive. 

Entering invoices & payment in Xero

 How to book invoice there are two ways:

Step#1 Go to the + sign and click the invoice option. 

OR

Step#2 We can also other option such as go to business tab and select the invoice option.

Step #3

when clicked invoice option an interface will popup. just an example is given below. In this interface we can see multiple functions available. We can add new invoice, import or export existing list of invoices, approve or pay when due date comes. Number of uses in one interface. 

Step#4

There are many other options in new invoice. we can add new invoice or repeat it. We can also add them into groups also. One more interesting thing is there is also a reminder option we can set it for urgent or important invoice payment. It will help us to remind and pay our utilities or liabilities on time. 

Step#5 The interface on invoice is like this as given sample below. This is indicating how many transactions are we have, item number, quantity, description per unit price, how much payment is due against specific service/product and what is due date and total amount of liabilities. We can e-mail this invoice to vendor or authorities and take print also. 

Preview of Invoice is this type 

We can also delete invoice also 

These are the simple and easy steps to create, edit and delete invoices in Xero bookkeeping.

Creating/Editing item listing and reports review in Xero

 All those products or services which we are offer for the sake of business we add them into item listing.

Step#1 

Go to the Business tab and select the product and services category. 

Step#2 

Simply click on new item. after this a new interface will appear and you have to putt the relevant data in it. Assign item code and add other information and save it.

Step#3 

We can review the reports by this way as shows in given figure.

Step#4

We can custom any report by star mark when ever we need it we can use them rather then to search into in all reports. We can also Publish the reports when these reports are final. Also we can delete them these reports will move into Archives. 

These are the steps and simple guidelines for item listing and reports review. 

Creating/editing Chart of Accounts in Xero

Initially in Xero when we edit our entity profile, it gives auto-build some accounts populates according to nature of business. We can edit it later according to our business needs.

Step#1 On Accounting tab go to the advance and clicks the chart of accounts option.

Step#2

We can add new account. We can also delete any account but again Xero will not permanently delete it but that account will move into archive. We can add our bank account here. we can import or export files and we can get the print of these accounts all possible options are given and we can use.

Some accounts which are build-in by the software we can not delete them because these are core accounts on which accounting system is based. A lock sign is appears with these accounts as shows in below example.