PROFESSIONAL SUMMARY
Detail-oriented Bookkeeper with 2+ years of experience in financial reporting, bank reconciliation, accounts management, and bookkeeping operations. Proficient in QuickBooks Online and accounting systems, with strong capability in handling confidential financial data, ensuring accuracy in records, and supporting month-end and year-end reporting.
Experienced in both remote and on-site finance operations, supporting businesses with organized financial systems, accurate reporting, and compliance-ready documentation.
CORE SKILLS
Full-cycle Bookkeeping (Daily to Year-End Close)
Bank & Credit Card Reconciliation
Financial Reporting (P&L, Balance Sheet, Cash Flow)
Transaction Categorization & Data Entry
Accounts Management & Expense Tracking
Chart of accounts setup & maintenance
QuickBooks Online (ProAdvisor Certified)
Confidential Financial Data Handling
Process Organization & Documentation
TECHNICAL SKILLS & TOOLS
QuickBooks Online
Microsoft Excel
Google Workspace
Google Sheets
Keeper (Double)
Accounting & Bookkeeping Systems
Jobber
Pushpress
HouseCall Pro
Sage Intacet
Canopy
Asana
Trello
Outlook
Slack
Buildertrend
Zoom
Googlemeet
COMMUNICATION & EXECUTION:
Written and spoken English (Professional tone)
Client and stakeholder coordination
Daily task tracking without reminders
Confidential information management with discretion
Experience: 2 - 5 years
QuickBooks has been an essential tool in my bookkeeping work, allowing me to efficiently manage invoicing, accounts reconciliations, and financial reporting. Its reliable features have helped me maintain accurate, organized, and confidential financial records for my clients.
Experience: 2 - 5 years
I’ve gained valuable experience in bookkeeping by handling daily financial records, managing invoicing, reconciling accounts, and preparing financial reports. It’s rewarding to help businesses stay organized and financially healthy by keeping their records accurate, up-to-date, and easy to manage.
Experience: 5 - 10 years
Microsoft Excel has been a key tool in my daily bookkeeping and administrative tasks. I’ve used it to track expenses, manage financial records, create reports, and organize data efficiently. Its functions and formulas have helped me work faster and more accurately, making financial management smoother for the businesses I support
Experience: 2 - 5 years
Performed accurate accounts reconciliations by comparing financial records with bank and credit card statements, identifying discrepancies, and ensuring all transactions were properly recorded and balanced using QuickBooks and Excel.
Experience: 6 months - 1 year
Provided office and administrative support including data entry, document management, email handling, scheduling, and record-keeping to ensure smooth daily operations.
Experience: 1 - 2 years
Handled daily email management tasks including reading, replying, forwarding, and organizing emails to maintain an efficient and organized communication system.
Experience: 2 - 5 years
Performed accurate bank reconciliations by comparing company financial records with bank statements, identifying discrepancies, and maintaining up-to-date financial records using QuickBooks and Excel.
Experience: 2 - 5 years
Experienced in providing online bookkeeping services, including recording and categorizing financial transactions, managing accounts payable and receivable, performing reconciliations, and generating financial reports using QuickBooks Online and Excel.
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