CPA | Bookkeeper | QuickBooks Online

Proficiency in maintaining accurate and up-to-date financial records, including entries, reconciliations, and ledger management.

Meticulousness in reviewing financial documents and transactions to ensure accuracy.

Clear and concise communication, particularly when explaining financial information to non-accounting stakeholders.

Efficiently managing tasks and meeting deadlines, especially during critical financial reporting periods.

During my AppFolio training, the focus was on mastering reconciliations and troubleshooting. Detailed sessions covered how to reconcile accounts accurately and efficiently, ensuring financial accuracy and compliance. Moreover, I learned extensively about managing receivables, charges, and payables within the system. The training provided insight into recording incoming payments, processing charges, and managing outstanding payables effectively. The emphasis on troubleshooting equipped me with the skills to identify and resolve discrepancies promptly, ensuring smooth financial operations. By the end of the training, I felt confident in my ability to manage financial transactions and troubleshoot issues effectively using AppFolio.

Ability to analyze financial data, interpret trends, and provide insights for informed decision-making.

Flexibility to adapt to changes in financial regulations, reporting standards, and business environments

Ability to identify and resolve financial discrepancies or challenges effectively.

Capability to prepare and present financial reports such as balance sheets, income statements, and cash flow statements.