Certified QBO ProAdvisor

Experienced in bookkeeping processes including transaction recording, expense classification, accounts payable/receivable monitoring, bank reconciliation support, and month-end close preparation. Proficient in working with accounting systems and translating workflows into accurate records and reports.

Handle daily bank reconciliation for multiple bank accounts by matching deposits/withdrawals, investigating discrepancies, and posting necessary adjustments to keep balances accurate.

Almost 3 years of experience in the accounting field, supporting daily accounting operations such as transaction posting, reconciliations, and report preparation. Experienced with SAP GUI and Acumatica and able to adapt quickly to new accounting systems.

Certified in QuickBooks and currently building hands-on skills through self-study (YouTube/TikTok tutorials and practice exercises). I have accounting system experience using SAP GUI and Acumatica, so I’m comfortable with financial workflows and can quickly adapt to QuickBooks processes.

Accurate data entry of transactions with proper formatting and basic verification against source documents. Detail-oriented and consistent in keeping records organized.

Familiar with general ledger structure and maintaining accurate postings to correct accounts. Comfortable reviewing entries to support clean financial reporting.

Support AR tasks such as invoice tracking, monitoring payment status, and ensuring receipts are properly recorded. Focused on accuracy and timely follow-up based on process guidelines.

Support account reconciliations by reviewing transactions, matching schedules to ledger balances, and identifying posting errors for correction or adjustment.

Practiced creating and managing invoices in QuickBooks, ensuring correct customer details, items/services, and totals. Able to follow billing procedures and maintain organized invoice records.

Strong Excel skills for tracking, formatting, and organizing financial data using formulas, filters, and pivot tables as needed. Create clean worksheets for reporting and reconciliation support.

Use Google Sheets to maintain trackers, reconcile lists, and share updates with clients. Comfortable with formulas, filters, and organized templates.

Generate and review basic reports such as Profit & Loss and Balance Sheet to support month-end reporting. Ensure underlying transactions are properly categorized for reliable results.

Used SAP ERP (SAP GUI) to support accounting tasks such as checking and verifying transactions, assisting with reconciliations, and extracting basic reports. Comfortable navigating the system and following process documentation with attention to detail.

Used Acumatica ERP to support accounting tasks such as reviewing and recording transactions, checking customer/vendor documents, and pulling basic reports. Comfortable navigating the system, maintaining accurate records, and following documented workflows.