Hi! I’m a QuickBooks Online Advanced Certified ProAdvisor who helps businesses manage their finances, streamline operations, and generate leads.
I focus on accuracy, organization, and efficiency to ensure your books are always up-to-date and your business runs smoothly.
Here’s how I can support your business:
QuickBooks Online Bookkeeping:
• Full-cycle bookkeeping (recording, categorization, and cleanup)
• Accounts Receivable (invoices, payments, collections)
• Accounts Payable (bills, vendor payments)
• Bank and credit card reconciliation
• Financial reporting (Profit & Loss, Balance Sheet, Cash Flow)
• Chart of Accounts setup and optimization
General Virtual Assistant Support:
• Data entry and spreadsheet management
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• Internet research and admin tasks
• File organization and documentation
Lead Generation (LinkedIn Sales Navigator):
• Targeted prospect research
• Lead list building based on ideal client profile
• Contact information gathering
• Data organization and CRM support
As an Advanced Certified ProAdvisor, I ensure accurate financial records while also helping businesses stay organized and grow.
I can help you manage your finances, support your daily operations, and generate leads—all in one role, so you don’t need to hire multiple people.
Let’s work together to grow your business.
Experience: 2 - 5 years
Advanced Certified ProAdvisor with expertise in full-cycle bookkeeping, including transaction recording, reconciliation, financial reporting, and QuickBooks cleanup.
Experience: 2 - 5 years
Handles complete bookkeeping processes from daily transactions to financial reports, ensuring accurate and up-to-date financial records. Includes Chart of Accounts setup and optimization for accurate financial tracking and reporting.
Experience: 2 - 5 years
Performs accurate bank and credit card reconciliation to ensure all transactions are properly recorded and matched. Includes cleanup and catch-up bookkeeping to fix errors and bring accounts up to date.
Experience: 10+ years
Proficient in using Microsoft Excel and Google Sheets for data management, financial tracking, and reporting. Skilled in formulas, data organization, and maintaining accurate records.
Experience: 2 - 5 years
Provides reliable admin support including data entry, email management, research, and file organization, calendar management, proficient with Excel and Google Spreadsheets, meeting notes and basic report preparation.
Experience: Less than 6 months
Manages invoices, payments, bills, and collections to maintain smooth cash flow and organized financial records.
Experience: 2 - 5 years
Manages invoices, payments, bills, and collections to maintain smooth cash flow and organized financial records.
Experience: 6 months - 1 year
Conducts targeted lead research and builds prospect lists based on ideal client profiles to support business growth. Uses LinkedIn Sales Navigator to find qualified leads, filter prospects, and organize data for outreach and CRM use.
Experience: 2 - 5 years
P&L, Balance Sheet, Cash Flow Prepares and analyzes financial reports to help business owners understand their financial performance and make informed decisions.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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