Quickbooks Expert

I spent seven years at Intuit, specializing in QuickBooks Desktop and QuickBooks Online. Starting as a Technical Support Representative, I advanced to Technical Subject Matter Expert and later became a Trainer, mentoring others and deepening my expertise. With hands-on experience in bookkeeping, financial management, and troubleshooting, I help businesses streamline financial processes, maintain accurate records, and optimize QuickBooks for efficiency. Now, I’m eager to apply my skills in a more business-focused capacity and contribute to financial success

I work with several clients on Upwork, managing their bookkeeping and financial records with accuracy and efficiency. As a bookkeeper, I handle key financial tasks, including: Accounts Payable & Accounts Receivable – Ensuring timely payments and proper record-keeping Bank Transactions & Categorization – Downloading transactions and assigning them to the correct accounts Monthly Reconciliation – Verifying records, resolving discrepancies, and keeping finances in order I take pride in delivering organized, accurate, and timely financial reports, helping businesses stay on top of their books with confidence. Let’s work together to keep your finances running smoothly! ????

As a Subject Matter Expert (SME) in Sales, I played a key role in guiding businesses toward the right software solutions. My responsibilities included: Lead Management – Accepting qualified leads from Tier 1 support and assessing their needs Outbound Sales Calls – Reaching out to potential customers to discuss their business requirements Product Recommendations – Providing expert advice on the best QuickBooks solutions tailored to their needs Closing Sales – Helping businesses make informed decisions and successfully completing transactions With a consultative approach, I focused on understanding customer needs and recommending the best solutions to support their growth.