Mary Grace Lirasan
Remote US Bookkeeper / US Tax Preparer / AU Bookkeeper
Email:
WhatsApp:
0949 154 8151
Address:
Oslob, Cebu, Philippines
Sample Company Works
Real Estate Media Kit – Xero Bookkeeping & Financial Reporting Expertise
This media kit showcases my professional work in Xero accounting software, emphasizing precision, compliance, and efficiency in managing real estate and small business finances. It demonstrates my ability to set up new Xero company profiles, configure charts of accounts, and establish conversion balances that ensure accurate financial tracking from day one.
Within this portfolio, you’ll find detailed workflows on bank reconciliation, where imported transactions are matched seamlessly with invoices, bills, and payments to maintain error‑free records. My process highlights how I manage outstanding invoices, upload and approve supplier bills, and reconcile bank feeds from ANZ and PayPal to guarantee cash flow accuracy.
The kit also illustrates my expertise in BAS lodging and activity statement preparation, ensuring compliance with the Australian Taxation Office (ATO) through both Simpler BAS and Full BAS reporting. By leveraging Xero’s automation tools, I streamline GST calculations, quarterly reporting, and financial year‑end adjustments, giving businesses confidence in their compliance and reporting obligations.
From company setup to financial reporting, this media kit demonstrates a full cycle of bookkeeping services tailored for real estate services, Airbnb hosts, and property managers. It reflects my ability to transform complex accounting tasks into clear, actionable processes that support business growth, tax compliance, and accurate reporting.
With a strong focus on Xero bookkeeping, bank reconciliation, invoice management, bill processing, and BAS lodging, this portfolio positions me as a trusted partner for entrepreneurs and property managers seeking reliable financial systems. My work ensures that every transaction is categorized correctly, every report is accurate, and every compliance requirement is met, empowering businesses to focus on growth while I handle the numbers.
Creating an Invoice
Why is it important to set up your Customer and Vendor in creating Invoices and Bills?
Watch the video below!
Creating a Bill
Don't Forget to include your Customer's or Vendor's Name in your invoices or bills!
Setting up customer and vendor names in invoices and bills is crucial because they serve as the foundation of accurate financial records and smooth business operations. These names clearly identify who owes money (customers) and who must be paid (vendors), ensuring transactions are properly tracked and reconciled. Without them, reports become unreliable, payments may be misapplied, and compliance risks increase. Tax authorities and auditors require invoices and bills to show legal names for legitimacy, making them essential for audit trails and regulatory compliance. From a cash flow perspective, customer names help monitor receivables and overdue accounts, while vendor names link expenses to suppliers, preventing duplicate or missed payments. They also strengthen communication by ensuring documents reach the right person or department, reducing delays and disputes. Beyond compliance, names provide valuable insights into spending patterns, profitability, and client relationships, empowering businesses to make informed decisions. In short, customer and vendor names transform raw numbers into meaningful records that protect credibility, support compliance, and drive smarter financial management.
SKILLS/ EXPERTISE
Bookkeeping and Accounting Tools
CRM Tools
Productivity Tools
Communication Tools
AI Tools
