Xero
The reports shown are based on fictional data and examples intended to demonstrate my bookkeeping skills. These do not reflect any actual client records.
Set-up and migration in Xero
Set up the chart of accounts in Xero based on the client's industry and converted opening balances to ensure accurate financial records and a smooth transition into the system.
Invoice Processing
Created, reviewed and recorded customer invoices, ensuring accuracy of data and proper posting for timely payments and collections.
Accounts Payable & Receivable
Managed bills and payments to vendors, as well as tracked customer invoices and collections.
Expense Tracking
Processed receipts in Xero and through Hubdoc, categorized expenses, and ensured proper tracking of spending to maintain accurate financial records.
Payroll Management
Set up employee profiles in Xero Payroll and ensured accurate tax, superannuation, and deduction settings. Processed leave and payroll and generated payslips and ABA files to ensure timely payments to employees and tax agencies.
Superannuation
Processed superannuation contributions through Xero and generated superannuation reports to support compliance and employer obligations.
Bank Reconciliation
Matched bank transactions with Xero records to identify discrepancies and ensure accurate account balances.
Activity Statements
Prepared and lodged Business Activity Statements (BAS) in Xero, ensuring compliance with tax reporting requirements.
