With over six years of hands-on experience in accounting and business management, I am committed to helping my clients achieve exceptional financial clarity and operational efficiency. As a QuickBooks Online and Xero ProAdvisor for over four years, my expertise lies in optimizing cloud-based accounting systems to streamline and enhance financial processes.
What I Offer:
I provide tailored Accounting & Bookkeeping services designed to meet the unique tax, cost, and financial management needs of small and medium-sized businesses. Specializing in QuickBooks Online, Xero, and Wave Apps, I help businesses in education, health, marketing, and consulting sectors transition to cloud-based accounting systems with confidence. My services are built on a foundation of efficiency, accuracy, and compliance with financial regulations.
In addition to mastering QuickBooks and Xero, I integrate MS Excel to deliver customized financial data analysis, ensuring flexibility and precise insights.
E-commerce Solutions: I specialize in synchronizing data for e-commerce platforms, streamlining your accounting, product, service, and inventory management processes—whether for retail or wholesale.
At the close of every financial period, I meticulously prepare and deliver financial statements according to International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP). These reports include:
- Profit & Loss Statements
- Balance Sheets
- Cash Flow Statements
- Equity Changes
- Trial Balances
My U.S. Expertise: For U.S.-based clients, I’ve managed over 15,000 transactions, reconciled accounts for 40 months, and customized reports spanning 3.5 years. My expertise in tax planning has resulted in 10%-15% tax savings on Sales and Use Tax returns. I also handle loan and debt settlements, such as SBA Loans (PPP).
More Cloud-Based Expertise: My experience extends beyond QuickBooks and Xero to include WaveApps, FreshBooks, Zoho Books, Sage Intacct, Bill.com, and YNAB. I specialize in seamless integration with platforms such as Amazon, Shopify, Gusto, Hubdoc, PayPal, and more.
Accounting & Bookkeeping Services I provide include:
- Chart of Accounts Setup
- Journal Entries, Adjustments, & Data Audits
- Transaction Categorization & Reconciliation
- Financial Reporting, Budgeting, & Forecasting
- SaaS Migration (e.g., Xero to QBO, QuickBooks Desktop to QBO)
Let’s Collaborate!
Whether you need to migrate accounting software, clean up your books, or simplify your e-commerce accounting, I am here to help. Communication is key—I’m available via Microsoft Teams, WhatsApp, Slack, and other platforms.
A Little About Me:
I’m Simião, also known as Simi. I’m a husband and proud father of two daughters. My passion for accounting is driven by my commitment to my family and my love for helping businesses succeed. I believe that a successful business is a mix of time, money, and most importantly, passion.
Business Value = Time Value + Money Value + A little PASSION.
Ready to take your financial operations to the next level?
Let’s work together to achieve exceptional results!