EXPERTISE
QuickBooks Online | Xero Advisor |Microsoft Office Suite | Microsoft Google Workspace| Slack I PayPal I Stripe
Hi! I’m Jope Salentes, your proactive bookkeeper. I simplify QuickBooks, Xero or Excel, keep your finances accurate, and streamline your books so you can focus on growing your business!
My mission is to help small and medium businesses. Think of me as your trusted financial ally. I keep your records precise and up-to-date, delivering reliable, actionable insights so you always have a clear picture of your business performance. By working with me, you gain a detail-oriented professional who values accuracy, consistency, and clarity. Let’s work together to take your business to new heights!
What I Can Do for Your Business:
Set Up & Ongoing Maintenance of Xero and QuickBooks Online Accounts
• Create or customize a Chart of Accounts tailored to your business
• Upload and organize historical bank transactions
• Set up and manage bank and credit card accounts
• Manage multi-currency transactions accurately
• Assist with bank feed setup and ongoing management (where available)
• Prepare clear, customized financial reports for informed decision-making
Daily Bookkeeping Services I Offer
• Import bank transactions via bank feeds or CSV uploads
• Record and classify income, expenses, and interbank transfers
• Categorize bank and credit card transactions for proper accounting
• Keep transactions clean, organized, and reconciliation-ready
• Reconcile bank accounts and credit cards to statements
• Prepare and post manual adjusting journal entries as needed
• Create and manage bills and sales invoices
• Issue credit notes, estimates and quotations
Monthly Financial Reporting
• Balance Sheet
• Profit and Loss (Income Statement)
• Month-to-month comparisons and performance insights
Here's some software that I have been using:
• QuickBooks Online
• Xero
• Microsoft Office Suite - Word, Excel, Outlook, PowerPoint
• Google Workspace - Docs, Sheets, Gmail, Drive
• Microsoft Teams
• Zoom / Google Meet
• DocuSign
• Slacks
• PayPal
• Stripe