Experienced Bookkeeper / Clean Up and Catch Up Guru

Overview

Looking for part-time work (4 hours/day)

at $11.36/hour ($1,000.00/month)

Bachelors degree

Last Active

December 1st, 2024 (today)

Member Since

May 1st, 2020

Profile Description

I'm a professional Quickbooks Online, Xero, Netsuite, and MYOB bookkeeper with over 6 years of experience who is passionate about helping businesses in the following industries: construction, real estate, eCommerce, digital marketing, health clinics, investment companies, and small business owners in providing them with clarity on their financials and stress-free bookkeeping tasks by performing accurate and complete bookkeeping. I also help businesses with creating, documenting, and improving existing processes in order to understand their profitability and make informed decisions.

So, How can I help?

I have experience in the following areas.

- Quickbooks Online | Xero | Netsuite | Freshbooks | SAP
- Payment Merchant Reconciliation ( Paypal | Stripe | Square | Venmo | Intuit Merchant )
- Multi-currency Bookkeeping- Investments in Securities recording (Bonds, ETF/ETP, Stocks, Others)
- US Payroll Reconciliation (Gusto, ADP, Rippling)
- Set Up Products and Service Items
- Software Migration- AR & AP Reconciliation
- POS Reconciliation (Toast , Upgrade to see actual info , Jackrabbit)
- Insurance Commissions to Agents. Life, Health and Medicare Insurance Commission Reconciliation. 

Industry Specifics
 
Real Estate and Construction
- Airbnb, VRBO and other short term rentals
- Real Estate Construction Business
- Real Estate Contractors
 
Ecommerce Bookkeeping Platform
- Amazon
- Shopify and Shopify Apps
- Wix
 
Investment
Company
- Recording Investments in Securities 
- Bonds, ETF/ETP, Stocks, and Other Investment
- Structured Financing Company Chart of Accounts.
 
Health Clinic
-Reconciling insurance statement and clients invoices.
- Uploading Invoices to Software
 
Software / Platforms Utilize:
- Jackrabbit (POS)- Procore (Construction)
- Resman(Real Estate ) and Appfolio (Real Estate)
- Appfolio Investment Management
- Sellerboard (eCommerce)
- Lookers Studio (Financial Dashboard)
- Amazon Central (eCommerce)
- Upgrade to see actual info (Health Clinic)
- Poynt (Credit Card Terminal)
- Knowledge in different carriers sites related to Health and Life Insurance both in US and Canada (Bcbs, Cigna, Friday Health, Molina, Lincoln, Canada Life Insurance, Sunlife, Greenshield etc.)

 Achievements

1. Build Financial Dashboard through Lookers Studio for a client with 2 businesses in
Quickbooks
2.Automate processes from raw data in Google Sheet. Has an advanced skill in creating formula in Google Sheet. Created a tracking budget sheet for a construction
business.
3. Set up Accounting Process from POS (Jackrabbit) to integrate in Quickbooks.
4. Clean Up and Catch Up Bookkeeping more than 20+ clients
 
If you're ready to simplify your bookkeeping and experience the peace of mind that comes
with knowing your finances are in capable hands, look no further!
 
Please send me a direct message and I will send you my preliminary set of questions.
 
Don't let bookkeeping hold you back .Let me take care of the numbers while you focus on what you love – growing your business!
 
Coming from a place of help,
Upgrade to see actual info