EXPERTISE: Microsoft Dynamics 365, XERO, QUICKBOOKS
Hi! I’m a fearlessly vigilant bookkeeper and accountant with over 9 years of experience. I’m here to take the stress of the numbers off your plate, giving you back the time and energy you need to focus on what you do best—growing your business while I handle the rest.
Here’s what I can do for you: Setup and/or Maintenance of your XERO, QUICKBOOKS, or Microsoft Dynamics 365 file including:
- Developing a customized chart of accounts that fits your business needs.
- Uploading historical transactions from bank data to get your records up to date.
- Providing assistance with the setup of any necessary third-party integration tools.
- Linking and setting up any bank accounts, as applicable, for a smoother workflow.
- Preparing customized reporting so you can see the details that matter to you.
Daily bookkeeping including but not limited to the following:
- Recording all cash receipts and income from your bank deposits.
- Tracking cash disbursements and expenses directly from your bank transactions.
- Managing and recording interbank transfers correctly.
- Handling any adjusting entries needed to keep the books accurate.
- Reconciling bank transactions and credit card statements every month.
- Matching other balance sheet accounts to their underlying records.
- Assisting with daily paperwork like bills, sales invoices, Credit Notes, and Purchase orders.
Monthly financial reporting to give you a clear view of your business:
- A detailed Balance sheet to show your current standing.
- A clear Profit and Loss statement to track your performance.
- Month-to-month comparisons whenever applicable to help you see trends.
Here’s some software that I have been using:
Microsoft Dynamics 365
XERO
QUICKBOOKS Online/ Desktop
INSTAFIN
ADP
DOORDASH
RTI
ORACLE Simphony
Stripe
Paypal
Experience: 2 - 5 years
Skilled in end-to-end account reconciliation, including bank, credit card, and intercompany accounts. I ensure accuracy by identifying discrepancies, resolving variances, and maintaining clean, audit-ready ledgers.
Experience: 2 - 5 years
Experienced in day-to-day bookkeeping tasks, including recording transactions, reconciling accounts, and maintaining accurate financial records. I’ve worked with QuickBooks Desktop and Microsoft Dynamics 365 to manage multi-location setups, handle sales reports, and ensure everything is up-to-date and audit-ready. I take pride in keeping the books clean, organized, and aligned with company goals.
Experience: 2 - 5 years
Strong background in general ledger management, including posting journal entries, reviewing account balances, and ensuring accurate month-end and year-end closings. I’ve handled GL clean-ups for large organizations, resolved discrepancies, and maintained audit-ready records across multiple entities.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 1 - 2 years
Proficient in managing end-to-end accounts payable processes, including invoice verification, coding, and timely payments. I ensure accuracy in vendor records, handle reconciliations, and maintain strong compliance with internal controls.
Experience: 2 - 5 years
Experienced in full-cycle financial accounting, from journal entries and general ledger management to monthly, quarterly, and annual reporting. I ensure accuracy and compliance by preparing financial statements, analyzing variances, and supporting audits.
Experience: 1 - 2 years
Experienced in analyzing financial data to support decision-making, budgeting, and performance reviews. I prepare accurate reports, identify trends and variances, and translate numbers into clear insights for management. With a strong grasp of financial statements, forecasting, and ERP tools, I help teams understand what’s driving results—and where improvements can be made.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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