A+ Bookkeeper|QBD| QBO| Xero |Accounting and Admin Tasks

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

January 30th, 2025 (today)

Member Since

October 28th, 2021

Profile Description

"Where accuracy meets organization—your trusted bookkeeping solution."

Here's what I can do for you!

A. Data Entry

I focus on efficiently inputting, verifying, and updating data across multiple systems to ensure everything is accurate and reliable. I maintain well-organized records for easy access and future updates, making sure information is always easy to find when needed. To guarantee the highest standards, I regularly conduct audits to check the integrity and accuracy of all entered data, ensuring everything is in top shape.

B. Administrative Assistant

I can manage team calendars, organize meetings, and ensure smooth scheduling to keep everything running efficiently. I handle emails and written communication with professionalism, ensuring your organization is represented effectively. From assisting with file management and document organization to maintaining a clean, structured workspace, I strive to keep things productive. Additionally, I support meeting preparations by creating agendas, taking meeting minutes, and distributing materials as needed to ensure every meeting runs smoothly.

C.Bookkeeping

a) 1099 Vendor Preparation Data Collection: 
Gather and verify vendor details such as Tax Identification Numbers (TIN) for accurate records.
Compliance Assurance: Organize and review data to ensure compliance with IRS guidelines for 1099 preparation.
Timely Filing: Process and submit 1099 forms within the specified deadlines to avoid penalties.

b) Setting Up a New Company Accounting Software 

Configuration:
 Customize settings such as the chart of accounts, user roles, and financial preferences to align with the company's needs.
System Alignment: Integrate the accounting software with operational workflows for seamless financial tracking.
Accuracy Assurance: Ensure proper system setup to support accurate financial reporting and analysis.

c) Invoicing Tasks
Create and send accurate, professional invoices to clients in a timely manner.
Monitor accounts receivable and follow up on overdue payments to maintain healthy cash flow. Ensure proper recording of invoices in the accounting system for accurate financial reporting. Address client inquiries regarding invoices and resolve discrepancies promptly and professionally.
d) Bank Categorization
Transaction Classification: Accurately sort and categorize bank transactions to match expense categories and account codes.                                                                                    Record Organization: Keep financial records organized and consistent for effortless tracking and reporting.
Compliance: Ensure all classifications comply with financial policies and tax regulations.

e) Bank Reconciliation
Match bank statements with ledger entries to spot and resolve any differences.
Investigate and correct errors to maintain accurate financial records.
Double-check cash balances to ensure your records align perfectly with actual funds
 
TOOLS /APPS/SOFTWARE/BANKS NAVIGATED:  

 Accounting Software: 
QuickBooks Online /Desktop and Xero

 Payment Gateways: 
Chase, 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

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

Admin Task Productivity:
 Google Workspace, Dropbox 

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


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