Years of Experience
QuickBooks Whisperer | Quickbooks Pro Advisor
Industry Chameleon
Here’s a snappy list of what I offer to make your
bookkeeping life a breeze:
> Financial Reports: Want to know how your biz is doing? I’ll whip up easy-to-read
reports for your planning!
> Monthly Bookkeeping: Stay organized all year and kiss end-of-year chaos goodbye!
I’ll keep things running smoothly.
> QuickBooks Online Clean-Up & Catch-Up: Books feeling behind? No worries! I’ll jump in and get you back on track fast.
>Bank & Credit Card Reconciliation: Every dollar will be in its place. Say
farewell to missing pennies!
> Accounts Payable (AP) Management: I’ll handle your bills so nothing slips through.
Happy vendors, happy cash flow!
> Accounts Receivable (AR) Management: No more chasing payments! I’ll make sure your invoices get paid on time.
>Payroll Management: Paydays, taxes, and benefits – I’ve got it all covered to keep
your team smiling!
>Chart of Accounts Setup: I’ll organize your accounts for easy tracking. Simple as
that!
>Adding Vendors & Customers: Keeping your lists neat and tidy so you find what
you need, when you need it.
> Adjusting Journal Entries: I’ll tackle those tricky entries for loans, depreciation,
and more to keep everything in check.
Accounting Tools/Software I Use:
*QuickBooks (Online & Desktop)
*XERO
* PayPal | Wise
* Jetpack | Myfirm360
* Cloud CMS
* Rentredi
* Stripe, Amazon, Faire, Square
* A2X
* Gusto/QBO Payroll
*
* Microsoft Office (Excel expert here!)
Banking Exposure:
<>American Express
<>Wells Fargo
<> Chase Bank
<>America First Credit Union
<> Bank of America
<>Bank of California
<> Home Depot
<> PNC Bank
<> Capital One
<>SunTrust Bank (now part of Truist)
<> HSBC Bank USA
<> First Republic Bank
<>Pinnacle Bank
<>Citi Bank
<>Wise Bank
<>PayPal Bank
<> U.S. Bank
<>And many more!
As you can tell, I’m all set to dive right in! And if you have preferred software,
no worries—I’m super tech-savvy and can adapt quickly!
Let’s make your financials stress-free! Ready to hand
over the books and focus on what you love? I’m here to help
Call me! "winks"
Excellent MS Excel Skills
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
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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