Quickbooks Expert | Bookkeeper | AP Specialist

Overview

Looking for part-time work (4 hours/day)

at $7.53/hour ($727.28/month)

Bachelors degree

Last Active

July 3rd, 2026 (6 days ago)

Member Since

April 13th, 2021

Profile Description

I am a Top-Rated Freelancer on Upwork; please see more of my work here:

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I help business owners stay on top of their finances with organized books, timely reconciliations, and reliable AP/AR Support. 

• 5+ years of bookkeeping & financial experience
• Remote AP Bookkeeping for HVAC and Investment Firms
• Former bank teller with strong financial foundations. 
• Experienced in QuickBooks Online, Buildium, ---------- , and Ramp

I don't just "enter data", I make sure your financial records are accurate, audit-ready, and delivered on time so you can make informed business decisions. Who I have worked with: 

• HVAC Companies - AP workflows, vendor management, Payzerware & Corpayone
• Registered Investment Advisors (RIAs)  - BillPay, reconciliations, financial reporting, transaction categorization
• Real Estate Property Managers - Buildium + QuickBooks for property accounting

Work Experience:

• Senior Accountant/Reviewer - Precise MGMT | Remote | Oct 2025 - Present

- Review bookkeepers' work before client delivery.
- Review balance sheet accounts to identify errors or missing supporting documents.
- Review workpapers for accuracy and proper documentation.
- Coordinate and clarify issues with the Accounting Manager and Client Accountant.
- Review profit & loss statements through trend analysis (monthly and ytd), expense category consistency, and revenue recognition.

• Accountant/Preparer - Precise MGMT | Remote | Oct 2023 - Oct 2025

- Handled full-cycle bookkeeping for multiple Registered Investment Advisor clients.
- Performed monthly reconciliations and financial reporting.
- Managed bill payments using ---------- , Ramp, and QBO.
- Cleanup of books for Onboarding clients.

• Part-Time Bookkeeper - Precise MGMT | Remote | Aug 2023 - Oct 2023
- Handled onboarding clients by booking and categorizing transactions in the bank feed.
- Bank/Credit Card Reconciliation.

• Accounts Payable Bookkeeper - Perduxi LLC | Remote | Apr 2021 - Apr 2023
- Focused on managing AP for an HVAC company client
- Used tools like Payzerware and Corpayone
- Maintained vendor records and streamlined payment schedules

• Proprietor / Bookkeeper - Macs Construction Supplies Trading | ----------
- Oversaw financial transactions, manual bookkeeping, and cash flow.
- Coordinated with suppliers and maintained records for tax filing.
- Gained hands-on experience in small business finance.

• Bank Teller - Metropolitan Bank and Trust Company | Onsite | ----------
- Processed customer transactions, handled cash, and maintained accurate logs.
- Delivered excellent customer service while adhering to bank policies.

Core Skills
• Accounts Payable and Receivable
• Bank and Credit Card Reconciliations
• Month-End Closing & Journal Entries
• Automated Financial Reporting
• Small Business Bookkeeping
• Real Estate Bookkeeping (basic knowledge, beginner level)
• RIA Bookkeeping
• Books Clean-Up 

Tools
• QuickBooks Online
• Buildium
•  ----------
• Divvy
• Ramp
• CorpayOne
• Payzerware
• Asana
• MS Dynamics (task management)

If you need a dependable bookkeeper who ensures nothing slips through the cracks, let's connect.