I help businesses streamline their financial operations through accurate bookkeeping, organized reporting, and efficient day-to-day financial management. I have two (2) years of experience as a bookkeeper to small and medium size businesses. I’ve handled clients in various industries, including rental property business, home cleaning, marina operations, restaurants, e-commerce, and medical corporations, Saas, and other service-based business.
I am skilled in using Quickbooks Online and Desktop and I am also familiar with other accounting software such as Xero, Zohobooks, and Freshbooks. I manage core financial processes to ensure the accuracy of day-to-day record keeping. To stay organized, I use project management tools like ClickUp or Notion to monitor deliverables and prioritize tasks that require the most attention especially during tax season. This allows me to deliver quality work on time and with precision.
What I can offer:
- Organize Chart of Accounts
- Import transactions manually (if necessary)
- Categorize bank and credit card transactions
- Perform bank and credit card reconciliations
- Manage accounts payable and receivable
- Prepare financial statements for end users
- Create sales invoices
- Conduct clean-up and historical reconciliations
- Maintain receipts, documents, and financial records on cloud-based platforms
Experience: 2 - 5 years
Experience: 2 - 5 years
I am a Quickbooks Online Certified ProAdvisor
Experience: 2 - 5 years
Experience: 2 - 5 years
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