"Transforming numbers into insights and chaos into clarity—your trusted virtual bookkeeper with 3 years of expertise!"
"Let me handle the numbers while you focus on growing your business and achieving your goals!"
Here's what I can do for you!
Data Entry
* Ensuring accurate and reliable data by efficiently inputting, verifying, and updating information across multiple systems.
*Keeping records well-organized for easy access and future updates.
* Regularly reviewing data to maintain the highest standards of integrity and accuracy."
Administrative Assistant
A.Calendar & Meeting Management:
*Efficiently organize team schedules, coordinate meetings, and streamline appointments to maximize productivity.
B.Professional Communication:
Manage
Document & File Organization:
Maintain well-structured records and files for quick access and an organized workspace.
Meeting Support:
Prepare agendas, take meeting minutes, and distribute materials to facilitate seamless discussions and decision-making.
Bookkeeping
1* Recording Transactions
Entering all income and expenses in accounting software or ledgers
Categorizing transactions properly (e.g., revenue, expenses, assets, liabilities)
2. Bank Reconciliation
Comparing bank statements with recorded transactionsIdentifying and resolving discrepancies
3. Accounts Payable ManagementRecording supplier invoicesTracking due dates and ensuring timely payments
4. Accounts Receivable Management
Generating and sending invoices to customers
Recording payments received
Following up on overdue invoices
5. Payroll Processing
Calculating employee wages and salaries
Recording payroll expenses and tax deductions
6. Expense Tracking
Monitoring business expenses and ensuring proper documentation
Managing petty cash and reimbursements
7. Financial ReportingPreparing basic financial statements such as
Profit & Loss Statement (Income Statement)
Balance Sheet
Cash Flow Statement
8. Maintaining Financial RecordsKeeping organized records of receipts, invoices, and financial documents
Ensuring compliance with bookkeeping and accounting standards
TOOLS /APPS/SOFTWARE/BANKS NAVIGATED:
Accounting Software:
QuickBooks Online /Desktop and Xero
Payment Gateways:
Chase Bank, Lamar International Bank, Simmons Bank, First National Bank, Stellar Bank, Clover Bank, Prosperity Bank, Bank of America, Independent Financial Bank, Member's 1st, Wells Fargo, Fulton, TriumphPay
Payroll Software:
Gusto , Dext,
Communication Tools:
Slack, WhatsApp,
Admin Task Productivity:
Google Workspace, Dropbox ,Asana
Project Management Tools:
Video Communication Platforms: Zoom, Loom, Calendly
Why Work With Me:
With 9 years of bookkeeping and accounting experience, I bring precision, dedication, and a passion for maintaining financial integrity. From preparing 1099s and setting up new companies in accounting software to managing invoicing and reconciliations, I focus on accuracy and efficiency. Together, we can build a strong financial foundation, ensuring smooth operations and empowering your business to thrive with confidence and peace of mind.
Ready to take the stress out of managing your books?
Let’s chat about how I can simplify your finances and keep everything on track.
Reach out today, and let’s get started!
Best,
PS.
YOU'RE LOSING YOUR TIME NOT DELEGATING ALL THE STUFF I CAN DO FOR YOU. *wink*
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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