Accounting Firm Support Specialist | Wealth Strategy & Bookkeeping Professional

Managed end-to-end bookkeeping functions including recording financial transactions, maintaining accurate ledgers, preparing reports, and ensuring proper classification of accounts for multiple clients in compliance with accounting standards

Performed monthly bank reconciliations by matching bank statements with accounting records, identifying discrepancies, resolving variances, and ensuring accuracy of cash balances and financial reporting.

Maintained and reviewed general ledger entries to ensure proper classification, accuracy, and compliance. Performed adjustments, journal entries, and monthly reviews to support financial reporting.

Reconciled general ledger accounts, bank accounts, and vendor/customer balances to ensure accuracy of

Processed vendor invoices, verified supporting documents, prepared payment schedules, and ensured accurate and timely processing of accounts payable transactions while maintaining proper expense classification.

Experienced in using Google Workspace and Microsoft Excel for financial reporting, data analysis, reconciliation, and documentation. Skilled in pivot tables, formulas, data cleaning, and report generation.

Performed cost analysis and allocation by tracking operational expenses, analyzing cost components, and ensuring accurate costing of goods and services to support pricing and financial decision-making.

Handled accounts receivable processes including invoicing, customer billing, payment tracking, collections follow-ups, and aging report monitoring to ensure timely cash flow and reduce outstanding balances.

Assisted in payroll processing including salary computation, timesheet review, payroll documentation, and coordination of employee compensation records to ensure accurate and timely payments.

Provided end-to-end sales support including order processing, invoicing, customer communication, and coordination with suppliers and logistics teams. Experienced in handling high-volume client requests, ensuring accurate order entry, timely fulfillment, and proper documentation for accounting and reporting. Supported daily sales operations in fast-paced environments while maintaining accuracy, efficiency, and customer satisfaction.

I am currently working as a U.S. Tax Preparer Intern at Borderless Accountants, where I assist in preparing individual and business tax returns under supervision. I use professional tax software including ProConnect, Drake Tax, and UltraTax, and support the preparation of tax workpapers, schedules, and client documentation in accordance with IRS requirements. This experience has strengthened my technical