I help Small and Medium- Sized businesses thrive by creating smart processes that save time and boost accuracy. I can be your financial ally who will take care of you accounting needs, and meticulously track your income and expenses providing a precise financial information at your finger tips. I have a general knowledge of Quickbooks Online. I am trained to manage real-time bookkeeping in Accounting databases, from uploading Bank Statements, creating Sales Invoices, monitoring Bills and other Expenses, and Payroll Management Bank Categorization, Bank Reconciliation, and Preparing Balance Sheets and Profit and Loss Report .
Experience: Less than 6 months
I am trained to prepare the following Tasks In Quickbooks Online: ■Preparing Bank Statements: ►Connect your bank accounts to QuickBooks Online. ►Uploading Bank Statements ►Regularly reconcile transactions to ensure accuracy. ■Managing Accounts Payable: ►Record bills, track due dates, and manage vendor payments. ►Use the Accounts Payable Aging report to monitor outstanding bills. ■Managing Accounts Receivable: ►Create invoices for customers. ►Monitor receivables using the Accounts Receivable Aging report. ■Preparing Financial Reports: ►Customize reports based on your business needs. ■Profit and Loss Summary Reports: ►Use it to evaluate your business’s profitability. ■Balance Sheet Reports: ►To show the company’s financial position (assets, liabilities, equity). ►Generate this report regularly to assess your business’s health. ■Payroll Management: ►Set up employee profiles, process payroll, and handle tax filings.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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