I am a professional accountant and bookkeeping specialist with strong experience in financial reporting, reconciliations, and small-business accounting. I help business owners keep their financial records accurate, organized, and decision-ready.
My background combines practical business experience and academic expertise. As an accounting professional and university instructor, I work extensively with financial statements, bookkeeping systems, and accounting standards. I understand not only how to record transactions, but also how financial data supports better business decisions.
I assist businesses with the following services:
• Bookkeeping and transaction recording
• Bank and credit card reconciliations
• Accounts payable and accounts receivable management
• Catch-up and clean-up bookkeeping
• Journal entries and adjusting entries
• Monthly financial reports (Income Statement, Balance Sheet, Cash Flow)
• Financial record organization and audit-ready documentation
• Basic financial analysis to support management decisions
I am experienced in working with common bookkeeping and accounting tools such as:
• QuickBooks (Desktop and Online)
• Xero
• Wave Accounting
• Microsoft Excel / Google Sheets for financial reporting and analysis
I typically support businesses in industries such as:
• Small and medium-sized service businesses
• Professional services (consulting, agencies, freelancers)
• Retail and small trading businesses
• Startups and growing companies needing organized financial records
Accuracy and reliability are essential in accounting. I am known for being detail-oriented, organized, and dependable, ensuring that your financial records are maintained properly and clearly presented.
Whether you need ongoing bookkeeping support, help cleaning up your books, or assistance preparing financial reports, I can help simplify your accounting so you can focus on running and growing your business.
Let’s work together to keep your finances clear, organized, and decision-ready.
Experience: Less than 6 months
During my six months as a freelance Accounts Reconciliation Specialist, I assisted clients in maintaining accurate and organized financial records. My work involved bank and credit card reconciliations, transaction matching, and reviewing financial data to identify discrepancies. I investigated variances, corrected errors through proper journal entries, and ensured that accounting records matched supporting documents. I also prepared reconciliation summaries and financial reports to support accurate bookkeeping and reporting. By maintaining clear communication with clients and following a detail-oriented approach, I helped improve financial accuracy, record organization, and reporting reliability.
Experience: 1 - 2 years
Over the past two years as a freelance bookkeeper, I have helped small businesses maintain accurate and organized financial records. My work includes recording transactions, bank and credit card reconciliations, accounts payable and receivable tracking, and preparing basic financial reports. I use accounting software and spreadsheets to ensure that financial data is properly recorded, balanced, and easy to review. I also assist clients with organizing financial records, correcting discrepancies, and maintaining up-to-date books. By maintaining a detail-oriented and organized approach, I support clients in keeping reliable accounting records and improving the overall accuracy of their financial reporting.
Experience: 6 months - 1 year
Over the past year, I have supported clients by overseeing key accounting and bookkeeping functions to ensure accurate and organized financial records. My responsibilities included reviewing bookkeeping work, managing accounts payable and receivable, performing bank reconciliations, and preparing financial reports. I worked closely with clients to review financial data, resolve discrepancies, and improve accounting workflows. I also helped organize financial records and provide basic financial insights to support business decision-making. Through a structured and detail-oriented approach, I assisted clients in maintaining reliable financial reporting, better record management, and improved financial visibility.
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