US Tax Preparer and Virtual Bookkeeper | Form 1040 Specialist | QuickBooks and X

As a Virtual Bookkeeper for Daniel Whitman’s clothing store in the United States, I managed the company’s financial records using Xero accounting software. My responsibilities included recording and categorizing daily sales, expenses, and supplier invoices while ensuring accurate bank and credit card reconciliations. I prepared and issued customer invoices, monitored payments, and followed up on overdue accounts to maintain healthy cash flow. In addition, I generated monthly financial reports such as Profit & Loss and Balance Sheets to support business decisions, assisted in payroll preparation, and provided the owner with insights on budgeting, cash flow, and expense management.

As a Virtual Bookkeeper for Bethany Rogers’ photography studio, I managed the studio’s financial records using QuickBooks. My responsibilities included recording daily income and expenses, preparing and sending client invoices, and tracking payments to ensure accurate accounts receivable management. I reconciled bank and credit card transactions, monitored cash flow, and maintained up-to-date financial records to support smooth business operations. In addition, I generated monthly financial reports such as Profit & Loss statements and Balance Sheets, providing the owner with clear insights for budgeting and decision-making.

Experienced in managing accounts payable/receivable, reconciliations, and financial reporting with accuracy and timeliness. Proficient in QuickBooks, Xero (Advisor Certified), and Microsoft Dynamics 365, with strong skills in multi-currency transactions, month-end closings, and payroll support. Detail-oriented, organized, and adaptable in fast-paced, global work environments.

Skilled in managing the full accounts receivable cycle, from accurate invoicing to timely collections and reconciliation. Experienced in monitoring aging reports, following up on overdue accounts, and ensuring compliance with payment terms. Strong ability to maintain organized records while supporting healthy cash flow and customer relationships.

Proficient in processing vendor invoices, expense reports, and reimbursements with accuracy and timeliness. Skilled in handling multi-currency transactions, supporting month-end closings, and maintaining compliance with company policies. Strong attention to detail with the ability to manage payments, reconciliations, and vendor relationships efficiently.

Proficient in Microsoft Dynamics 365 for data encoding, financial reporting, and cross-department coordination. Experienced in using the platform to track sales, and manage accounts receivable with accuracy. Skilled at leveraging Dynamics 365 to streamline workflows and ensure timely, well-documented financial processes.

Experienced in creating, scheduling, and managing content across multiple social media platforms to boost engagement and brand visibility. Skilled in writing compelling captions, optimizing posts with relevant hashtags/keywords, and monitoring analytics to improve performance. Adept at building online presence through consistent, creative, and audience-focused strategies.

Skilled in organizing and prioritizing high-volume emails to ensure timely responses and smooth communication. Experienced in managing multiple inboxes, filtering messages, and flagging urgent requests for quick action. Adept at maintaining professional, clear correspondence while streamlining workflows for busy executives and teams.