If you're feeling overwhelmed by the demands of managing your business and need a dedicated professional to handle your finances, I’m here to assist.
- Assist with setting up and managing bank feeds
- Clean Up / Tune-Up of Books
- Upload Invoicing / Billing
- Handling Bank and Credit Card monthly reconciliation and keeping your financial records clean and organized. - Set up a chart of accounts
- Issue invoices, follow up on overdue accounts
- If necessary, investigate invoice discrepancies;
- Preparation of Financial Statements (Balance Sheet, P&L)
- Generating monthly reports and profit & loss report.
PROFICIENT IN TOOLS
- QuickBooks Online (Accounting Software)
- Google Workspace (Docs, Sheets, Gmail, Drive)
- Microsoft Office Suite (Word, Excel, Outlook)
- Communication Tools: (Slack, Zoom, Microsoft Teams)
- Dropbox
- Social Media Platforms
- ChatGPT
- Trello
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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