CPA | Bookkeeper | Accounting Support | Xero | Quickbooks

Used Microsoft Excel for organizing financial data, basic calculations, and summaries. Comfortable with formulas, simple reports and maintaining organized worksheets.

Used Google Sheets for shared spreadsheets, basic calculations, tracking tasks, and organizing data in a collaborative remote work setup.

CPA background with recent refresher training focused on practical accounting support including bookkeeping, reconciliations, and financial reporting.

Familiar with basic accounts receivable tasks such as creating customer invoices, recording payments, and tracking outstanding balances as part of bookkeeping training

Hands-on training using Xero for basic bookkeeping tasks such as recording transactions, reconciling bank accounts, creating invoices and reviewing reports.

Hands-on training in Quickbooks Online for basic bookkeeping tasks including transaction recording, expense categorization, and reviewing financial reports

Familiar with basic accounts payable tasks such as recording bills, categorizing expenses, tracking due dates and preparing payments during bookkeeping training exercises

Completed bookkeeping training with hands-on practice using Xero. Familiar with transaction recording, bank reconciliation, invoicing, expense categorization, and financial reports. I follow instructions carefully and confirm details when needed.

Practiced basic bank reconciliation during bookkeeping training by matching transactions and reviewing differences using Xero and Quickbooks

Created sample customer invoices, recorded payments, and tracked outstanding balances as part of bookkeeping training