Reliable Bookkeeper|QuickBooks & Xero| Data Precision| Admin

Overview

Looking for full-time work (8 hours/day)

at $8.00/hour ($1,408.00/month)

Post-graduate degree (Masters, Doctorate, etc.)

Last Active

April 4th, 2025 (yesterday)

Member Since

October 28th, 2021

Profile Description

"From numbers to insights, from chaos to clarity—I make bookkeeping seamless!

 With 3 years of expertise, I turn financial confusion into confidence you can count on."

Here's what I can do for you!

Precision in Every Keystroke – Expert Data Entry Services!
- Flawless Data Management – Accurately input, verify, and update records across multiple systems, ensuring data integrity and reliability.

- Streamlined Record Organization – Maintain well-structured, easily accessible records for seamless retrieval and future updates.

- Top-Tier Quality Assurance – Conduct regular audits and validations to uphold data precision, eliminate errors, and optimize efficiency.

Efficiency at Its Finest – Your Reliable Administrative Assistant!
- Seamless Scheduling & Coordination – Manage team calendars, organize meetings, and ensure smooth scheduling to keep operations running effortlessly.

-Professional Correspondence & Communication – Handle emails, calls, and written communication with precision, ensuring a strong and professional organizational presence.

- Office Organization & Support – Maintain well-structured files, track office supplies, and create an efficient workspace for maximum productivity.

- Meeting Mastery – Prepare agendas, take detailed minutes, and distribute essential materials to keep meetings productive and well-documented.

Accurate, Compliant, and Stress-Free Bookkeeping – We've Got You Covered!
-1099 Vendor Preparation
Seamless Data Collection – Gather and verify vendor details, including Tax Identification Numbers (TIN), to ensure accuracy.

- IRS Compliance Assurance – Organize and review vendor data to meet IRS 1099 reporting requirements.

-On-Time Filing – Process and submit 1099 forms within deadlines to prevent penalties and ensure compliance.

-Setting Up a New Company in Accounting Software Tailored Configuration – Customize the chart of accounts, user roles, and financial preferences to fit business needs.

-Seamless System Integration – Align accounting software with operational workflows for smooth financial tracking.

- Accuracy Guaranteed – Ensure a proper setup for reliable financial reporting and insightful analysis.

- Invoicing Made Simple
Error-Free Invoice Creation – Generate and send accurate invoices promptly to maintain professionalism.

-Payment Monitoring – Track incoming payments and follow up on overdue accounts to sustain a healthy cash flow.

Clear Reporting – Provide summaries of invoicing and collections to support informed decision-making

Bank Categorization for Financial Clarity
- Precise Transaction Classification – Categorize bank transactions accurately to align with expense accounts and tax codes.

-Organized Financial Records – Maintain structured, well-documented records for easy tracking and reporting.

-Bank Reconciliation for Accurate Finances
Statement Matching – Compare bank statements with ledger entries to detect and resolve discrepancies.
 Swift Issue Resolution – Investigate errors or missing transactions to maintain financial accuracy.
 Integrity Checks – Verify cash balances, ensuring consistency between records and actual funds.


TOOLS /APPS/SOFTWARE/BANKS NAVIGATED:  

 Accounting Software: 
QuickBooks Online /Desktop and Xero

 Payment Gateways: 
Chase Bank, Lamar International Bank, Simmons Bank, First National Bank, Stellar Bank, Clover Bank, Prosperity Bank, Bank of America, Independent Financial Bank, Member's 1st, Wells Fargo, Fulton, TriumphPay, 


Payroll Software:
Gusto , Dext, Upgrade to see actual info

Communication Tools: 
Slack, WhatsApp, Upgrade to see actual info, Skype 

Admin Task Productivity:
 Google Workspace, Dropbox ,Asana

Project Management Tools: Upgrade to see actual info

Video Communication Platforms: Zoom, Loom, Calendly

 Why Work With Me: 

With 9 years of bookkeeping and accounting experience, I bring precision, dedication, and a passion for maintaining financial integrity. From preparing 1099s and setting up new companies in accounting software to managing invoicing and reconciliations, I focus on accuracy and efficiency. Together, we can build a strong financial foundation, ensuring smooth operations and empowering your business to thrive with confidence and peace of mind.

Ready to take the stress out of managing your books?
Let’s chat about how I can simplify your finances and keep everything on track.
Reach out today, and let’s get started!

Best,
Upgrade to see actual info Upgrade to see actual info


PS.
YOU'RE LOSING YOUR TIME NOT DELEGATING ALL THE STUFF I CAN DO FOR YOU. *wink*