Services
- Sending invoices
- Following up on quotes
- Chasing payments
- Monitoring outstanding invoices and keeping client informed
- Reconciling accounts
- Keeping receipts and invoices safe ready for the accountant
- Managing and monitoring expenses
- Bank reconciliation
- Customer phone payments
- Reconciling supplier statements and keeping them informed on payment dates
Skills
- EDI invoicing & portal checks
- Entering customer bank receipts
- vLookups – customer receipts and supplier statement checks
- Pivot table for processing supplier invoices (such as haulage back haul)
Software
- Xero
- Sage
- Priority
- SoftCo
- AX
- Excel
- SAP Concur
- IFS
Education
- AAT Level 2
- AAT Level 3 – Preparing Financial Statements (FAPS) exam
Experience
- Sales and purchase ledgers
- Invoicing
- Managing customer enquiries
- Supplier payments
Invest in Your Success
Let’s ditch the overwhelm and transform your workload into a streamlined process.
Have Questions?
I’m here to help! If you wish to discuss how my services can best support you, please don’t hesitate to get in touch.
Let’s find the perfect solution tailored to you!