Book Keeper/ Quickbooks Expert

With 7 years of experience working with QuickBooks Desktop and QuickBooks Online, I have developed a deep expertise in managing a wide range of bookkeeping tasks and resolving technical issues. My experience includes providing top-tier support for clients and businesses using QuickBooks, ensuring that their financial records are accurate, organized, and compliant. At Concentrix, I had the opportunity to work with Intuit's line of products, where I gained extensive knowledge of QuickBooks’ functionalities and intricacies. My role involved troubleshooting and resolving technical problems, whether it was data discrepancies, system errors, or software setup issues. I became a go-to expert in diagnosing and solving complex QuickBooks-related problems, ensuring seamless operations for users. Additionally, I served as a Team Leader and Supervisor, where I took on the rewarding responsibility of coaching and mentoring junior bookkeepers, many of whom had no prior experience. I guided them through the ins and outs of QuickBooks, helping them develop the skills and confidence they needed to thrive in the industry. My leadership was centered on fostering a collaborative and supportive environment, ensuring that every team member received the guidance and resources they needed to grow in their roles. Whether it’s providing expert QuickBooks support, troubleshooting technical challenges, or leading and mentoring a team of aspiring bookkeepers, I am passionate about delivering excellence and helping businesses and individuals achieve their financial goals.

Hands-on experience using DoorLoop and AppFolio to manage daily property operations efficiently. Skilled in tenant communication, recording charges, and maintaining accurate tenant and vendor ledgers. Strong attention to detail in tracking accounts receivable and accounts payable, ensuring all entries are correct and free from duplication. Proactive in resolving discrepancies and keeping financial records organized to support smooth and reliable property management operations.

For the past year, I’ve been using AppFolio to manage a range of property management tasks. I’ve handled tenant applications, lease renewals, and rent collection, streamlining these processes with automated invoicing and online payments. I also generated financial reports to track property performance and used the maintenance feature to efficiently manage repair requests. AppFolio has helped me stay organized and improve communication with tenants, making property management much smoother.

For the past 18 months, I’ve been using Xero to manage various accounting tasks for small businesses. My experience includes: Bookkeeping: Reconciled bank transactions, managed accounts payable/receivable, and processed payroll. Invoicing & Reporting: Created custom invoices, generated financial reports, and tracked key metrics for better business insights. Tax & Compliance: Handled GST/VAT reporting and ensured timely tax filings with automated features. Cash Flow & Bank Reconciliation: Regularly performed reconciliations and managed cash flow forecasts for accurate financial planning. Integration & Automation: Integrated Xero with other tools and automated processes to save time and increase efficiency. I’ve become proficient in navigating Xero and using it to streamline accounting tasks, ensuring accuracy and compliance in every aspect of the business’s financials.