Bookkeeping Specialist With over 3 years of customer service experience handling US financial accounts in QuickBooks. Also, proficient in managing transactions, maintaining AP and AR records, reconciliation, categorization and reviewing basic financial reports.
Experience: 2 - 5 years
Assisting clients with setting up their chart of accounts and importing bank transactions. Assisting clients with matching their bank transactions in QuickBooks Online. Assisting clients with removing uncleared transactions from Undeposited Funds in QuickBooks Online. Assisting clients with reviewing Profit & Loss reports and identifying any issues or discrepancies. Assisting customers with accurately categorizing transactions. Customizing financial reports in QuickBooks to meet client specific needs and provide clear, actionable insights. Handling accounts receivable processes in QuickBooks to maintain accurate records and ensure prompt cash inflows. Processing accounts payable transactions in QuickBooks to maintain accurate financial records and vendor relationships.
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