Current Employment Status:
Hired Full Time on May 21, 2026
Hello! I’m Wendy—a CPA and QuickBooks Online ProAdvisor who enjoys turning messy financial data into clean, organized books. Think of me as the person who brings structure behind the scenes, so you can focus on growing your business with confidence.
Systematic bookkeeper with hands-on experience in full-cycle accounting that includes bank reconciliation, transaction cleanup, financial reporting, inventory and even payroll processing.
Performs full accounting cycle and manual bank reconciliation across 68 accounts, developed AP voucher automation using advanced Excel tools increasing efficiency in recording— tools adopted team-wide and in active use since February 2025.
What I can help you with:
QuickBooks Online setup, cleanup, and ongoing bookkeeping
Bank & credit card reconciliation (multi-month and monthly)
Accounts payable & receivable management
Financial reporting (P&L, Balance Sheet)
Transaction cleanup & chart of accounts organization
Job costing & project-based cost allocation
Basic payroll, 1099, and sales tax support
Software Proficiencies:
With Hands-On Experience
QuickBooks Online (QBO)
Microsoft Office
Google Workspace
Canva
Chatgpt
Industry
Construction
Real Estate
E-commerce
Experience: 1 - 2 years
Successfully completed a full-cycle bookkeeping project using QuickBooks, processing and categorizing 1,000+ transactions and reconciling multiple months of financial data, resulting in accurate, organized, and audit-ready reports.
Experience: 1 - 2 years
Performed multi-month bank and credit card reconciliations across multiple accounts, identifying discrepancies and maintaining clean balances
Experience: 1 - 2 years
Handled invoicing, bill management, payment application, and payroll journal entries, ensuring accurate and timely recording of financial data
Experience: 1 - 2 years
Entered and reconciled 12 months of payroll journal entries, ensuring alignment with W-2, W-3, and Form 940 reports
Experience: Less than 6 months
Allocated transactions and project costs across multiple construction jobs, including materials, subcontractors, equipment, and soft costs
Experience: 1 - 2 years
Handled invoicing, bill management, payment application, and payroll journal entries, ensuring accurate and timely recording of financial data
Experience: 1 - 2 years
Supported month-end closing processes and prepared monthly financial reports (P&L, Balance Sheet) for timely review and analysis
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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