I help businesses and project teams take full control of their finances. I maintain clean, organized books, reconcile transactions, and ensure all financial records are accurate and audit-ready. I craft spreadsheets and trackers that make budgets, cash flow, and project costs easy to monitor and understand.
I empower business owners with clarity and confidence in their financial decisions, helping them spot inconsistencies, optimize processes, and keep projects running smoothly. I’ve supported CEOs and small businesses in achieving better financial visibility through consistent reporting and streamlined workflows.
Skills & Expertise:
• QuickBooks Online (Certified Accountant ProAdvisor) – clean-up, reconciliations, and transaction categorization
• Microsoft Excel (Advanced – Pivot Tables, VLOOKUP, INDEX/MATCH, dashboards)
•Bookkeeping & Financial Reporting
• Cash flow tracking, budgeting, and project cost monitoring
• US GAAP, IFRS, and Australian accounting standards knowledge
Experience Highlights:
• Reviewed payroll, petty cash, and project-based accounts for compliance and accuracy
• Built reporting systems and dashboards for budgets, cash flow, and project tracking
• Identified and corrected discrepancies, ensuring financial statements tie cleanly to reports
• Coordinated with project heads to ensure accurate and timely financial operations
I’m a lifelong learner who loves structured systems and constantly improves my skills in accounting, bookkeeping, QuickBooks, Xero, and financial reporting to serve clients and teams more effectively.
Experience: 1 - 2 years
Experienced in maintaining accurate financial records, preparing vouchers, and organizing receipts in Peachtree and QuickBooks Online. Ensures accuracy in data entry, reconciliation, and reporting.
Experience: 2 - 5 years
Designs logos, branding materials, and promotional content for digital marketing projects and organizational use.
Experience: 1 - 2 years
Trained in reconciling bank statements, validating deposits and withdrawals, and identifying discrepancies in cash balances to ensure record accuracy.
Experience: 2 - 5 years
Monitors cash advances, reimbursements, and fund requests while ensuring accurate documentation and timely submission.
Experience: 1 - 2 years
Prepares quarterly and annual financial reports for organizational activities. Experienced in summarizing fund utilization and presenting financial performance clearly.
Experience: 6 months - 1 year
Conducts audit reviews on payroll, petty cash, and project disbursements. Skilled in verifying compliance with internal control systems and documentation accuracy.
Experience: 6 months - 1 year
Prepares and processes purchase orders for project-related needs, coordinating with officers for review and approval.
Experience: Less than 6 months
Proficient in transaction entry, account reconciliation, and document matching using Xero, ensuring clean and accurate financial records.
Experience: Less than 6 months
Proficient in transaction categorization, bank reconciliation, and report generation. Certified QuickBooks Online ProAdvisor.
Experience: 1 - 2 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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