"Turn financial confusion into confidence. Reliable bookkeeping at your service."
Here's what I can do for you!
*Data Entry
-Input and verify data quickly and accurately in various systems.
-Maintain organized records and handle data updates with precision.
*Admin Assistant
-Manage scheduling, correspondence, and office tasks to support team efficiency.
-Assist with meeting preparations, file management, and office organization.
*Bookkeeping
a)1099 Vendor Preparation
-Gather, verify, and organize vendor data for 1099 compliance.
-Ensure accurate and timely filing to meet IRS requirements.
b) Set up a New Company in Accounting
-Software Configure company settings, chart of accounts, and user roles in accounting software.
-Customize financial preferences to align with business needs.
c) Invoicing
-Generate and send accurate invoices to clients on time.
-Track payments and follow up on overdue accounts to maintain cash flow.
d) Bank Categorization
-Classify bank transactions accurately to align with expense categories.
-Maintain organized financial records for better reporting.
e) Bank Reconciliation
-Compare bank statements with ledger entries to identify discrepancies.
-Resolve differences to ensure accurate cash balances and financial integrity.
*Executive Assistant
-Support executives by managing calendars, travel, and communications.
- Handle high-priority tasks, ensuring streamlined operations for top executives.
*Customer Chat Support
- Provide timely responses to customer inquiries, resolving issues effectively.
-Maintain a positive customer experience through clear, friendly communication.
TOOLS /APPS/SOFTWARE/BANKS NAVIGATED:
Accounting Software:
QuickBooks Online /Desktop and Xero
Payment Gateways:
Chase, Lamar International Bank, Simmons Bank, First National Bank, Stellar Bank, Clover Bank, Prosperity Bank Bank of America, Independent Financial Bank
Communication Tools:
Slack, WhatsApp,
Admin Task Productivity:
Google Workspace, Dropbox
Project Management Tools:
Video Communication Platforms: Zoom, Loom, Calendly
Why Work With Me:
I bring precision, dedication, and 9 years of experience in bookkeeping and accounting-related tasks. Whether preparing 1099s, setting up a new company in accounting software, or managing invoicing and reconciliations, I ensure accuracy and efficiency in every detail. I aim to support your financial needs seamlessly, so you can focus on growing your business with peace of mind.
Ready to streamline your bookkeeping? Let’s connect and discuss how I can help enhance your financial organization and compliance. Reach out today to 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: 5 - 10 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: Less than 6 months
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