Current Employment Status:
Hired Full Time on Dec 22, 2021
I am an experienced accounting and bookkeeping professional with 13+ years of accounting experience, including 4+ years specializing in accounting and escrow operations for title companies in Texas. I help title agencies maintain accurate financial records, reconcile escrow and operating accounts, ensure compliance with industry requirements, and streamline accounting processes using Qualia and QuickBooks Online.
My current primary focus is helping small and growing title companies maintain accurate financial records, reconcile escrow and operating accounts, and ensure compliance with industry accounting requirements. I have extensive experience working with Qualia for escrow accounting and QuickBooks Online for operating account bookkeeping, financial reporting, and month-end reconciliation.
My services include:
• Daily escrow account reconciliation
• Three-way trust/escrow reconciliations
• Escrow receipt and disbursement verification
• Operating account bookkeeping in QuickBooks Online
• Bank and credit card reconciliations
• Accounts payable and accounts receivable management
• Financial statement preparation
• Month-end and year-end closing support
• Audit and compliance support
• Process improvement and accounting workflow optimization
I understand the unique accounting challenges faced by Texas title companies, including the separation of escrow and operating funds, reconciliation requirements, and the importance of maintaining accurate records for regulatory compliance.
Whether you need ongoing bookkeeping support or assistance cleaning up and organizing your accounting records, I can help provide reliable, accurate, and timely financial management so you can focus on growing your title business.
Software Expertise:
• Qualia
• RamQuest
• QuickBooks Online (ProAdvisor Certified)
• Xero (Advisor Certified)
• Microsoft Excel
• Google Workspace
• Creating simple website for title companies using
I am committed to delivering accurate work, clear communication, and dependable support for title companies and escrow professionals.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.