Hi, I’m a rockstar bookkeeper with a detail-oriented mindset and a passion for helping businesses thrive through accurate, efficient, and organized financial systems.
I help service-based businesses gain financial clarity and make confident decisions by managing clean books, ensuring compliance, and using tools like Xero and QuickBooks to streamline their accounting processes.
Ready to simplify your finances? Let’s connect and make your numbers work for you.
What I bring to the table:
Monthly Bookkeeping
•Recording sales and expenses•Recording transactions from bank feeds
•Generating monthly reports like Profits & Loss, Balance Sheet
•Making sure the books are accurate, organized, and ready to tax filling or desicion-making
Catch-Up Bookkeeping
•Organizing documents (receipts, invoices, bank statements)
•Entering past transactions into the system
•Rebuilding books for months/years that weren't recorded
•Making sure everything adds up and makes sense
Clean-Up Bookkeeping
•Reviewing the existing books
•Identifying and correcting errors
•Fixing miscategorized transactions
•Making sure reports reflect the true financial picture
Setting Up the Bookkeeping System
•Setting up their Xero or Quickbooks Online account
•Creating the correct chart of accounts
•Connecting bank feeds
•Setting up correct settings, invoice templates, user access
•Making sure everything is ready for monthly bookkeeping to start smoothly
Your books deserve the same level of care you give your business. Let’s connect and build a solid financial foundation together.
I am familiar with using CRM tools such as HubSpot, Salesforce, and Zoho to log calls, update client records, and schedule appointments. My experience with CATI at Dynata trained me to handle structured call systems and accurate data entry, which I now apply to CRM platforms to ensure clean records, organized schedules, and efficient appointment setting.
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