Xero & QuickBooks Online Bookkeeper

With 20 years of experience in accounting and collections, I’m experienced in monitoring customer accounts, sending invoices, following up on payments, and resolving billing concerns professionally while maintaining good client relationships.

Xero-trained bookkeeper knowledgeable in transaction recording, invoicing, bill management, bank reconciliation, and preparing financial reports while maintaining organized financial records.

I help businesses keep their financial records organized and accurate by handling daily bookkeeping tasks such as transaction recording, bank reconciliation, invoicing, and monitoring accounts payable and receivable. I pay close attention to details and always make sure records are updated correctly.

Completed hands-on bookkeeping training using QuickBooks Online, including transaction categorization, bank reconciliation, journal entries, invoicing, accounts payable/receivable, and financial reporting.

I am skilled in reviewing and matching bank transactions to company records to make sure balances are accurate and discrepancies are identified and resolved quickly.

I have over 21 years of experience in the Credit and Collections Department, where I am responsible for driving collection efficiency and ensuring accurate financial reporting. I oversee the recording and monitoring of sales and collections across branches, recognizing that precise data management directly impacts cash flow stability and overall company performance. Since branch performance, incentives, and allowances are based on our reports, I maintain strict accuracy in customer account records and collection data to ensure fair and reliable performance evaluation. Additionally, I analyze low-efficiency branches and provide strategic recommendations to improve collection rates, mitigate financial risks, and enhance operational performance.

I began my accounting career using Microsoft Excel as the primary system for preparing Accounts Receivable aging reports, financial summaries, and other corporate accounting reports. I developed structured spreadsheets with advanced formulas, and data validation to ensure accuracy, efficiency, and reliable reporting. My strong Excel proficiency allowed me to streamline processes, improve data analysis, and maintain high-level accuracy even before transitioning to more advanced accounting systems.

Experienced in using Google Sheets for organizing financial data, tracking invoices and payments, monitoring accounts receivable, and maintaining accurate records. Comfortable using formulas, sorting/filtering data, and creating organized trackers to manage daily tasks, follow-ups, and reports efficiently.

Experienced in preparing invoices, tracking due dates, monitoring payments, and making sure billing records are accurate and properly maintained.