I help small business owners stay stress-free by keeping their books clean, accurate, and up to date.
I?m a Certified Public Accountant (CPA) with hands-on experience in full-cycle bookkeeping for service-based and e-commerce businesses using QuickBooks Online, QuickBooks Desktop, and Xero.
Here?s how I help my clients:
? Monthly bookkeeping & reconciliations
? Catch-up & clean-up of messy books
? Bank & credit card reconciliations
? Financial reports (P&L, Balance Sheet, Cash Flow)
? Chart of Accounts setup & optimization
? Support for audits, taxes, and year-end close
I?m detail-oriented, responsive, and used to working remotely with clients across different time zones. My goal is simple: give you reliable numbers you can trust, so you can focus on running your business.
If you?re looking for a dependable bookkeeper who communicates clearly and delivers on time, I?d be happy to help.
Attached is a link to my resume, video introduction, certifications, and sample work. Please feel free to reach out if you?re interested in working together.
Experience: 2 - 5 years
Record and process financial transactions accurately and efficiently; create financial reports: interpret financial reports to identify trends, assess performance, and make informed decisions.
Experience: 1 - 2 years
Record all financial transactions, including sales, purchases, payments received, and expenses incurred; keep organized and accurate records of these transactions using Quickbooks Desktop; prepare financial reports,to provide insights into a company's financial health
Experience: 2 - 5 years
Employ various formulas such as vlookup, indexmatch, as well as pivot tables and charts within Excel to analyze data, identify trends, and draw conclusions.
Experience: 2 - 5 years
Create a system for organizing incoming and outgoing emails, including using folders, labels, and filters to categorize messages.
Experience: 1 - 2 years
Ensure that all transactions are properly recorded and accounted for, preventing financial misstatements; matching transactions from a company's cash register with those on the bank statement.
Experience: 2 - 5 years
Timely sending invoices to clients; tracking invoice status: monitoring which invoices have been sent, paid, and outstanding.
Experience: 2 - 5 years
Understand and interpret financial statements, identifying potential misstatements and errors.
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