WHAT SETS ME APART:
With 6 years of experience in the accounting field
Intuit Certified Bookkeeper
Certified QuickBooks and Xero ProAdvisor
Tech-savvy and detail-oriented
CLIENTS I SUPPORT:
Enterprises, Small-Mid Size Companies, E-commerce Businesses, Start-ups, Non-profits, Individuals
SERVICES I OFFER:
DATA ENTRY AND ACCOUNT PROCESSING
Keep your financial data organized and up-to-date with comprehensive bookkeeping services.
- Records update, clean up and catch up
- Historical transactions management
- Spreadsheets and expense tracking
- Chart of accounts organization
- Bank and credit card reconciliations
ACCOUNTS RECEIVABLE/PAYABLE MANAGEMENT
Ensure prompt payments and effective cash flow.
- Billing and invoicing
- Collections management
- Payment scheduling
- Aging accounts update
PAYROLL PROCESSING
Manage payroll activities with precision and timeliness.
- Direct deposit setups and payroll runs
- Detailed payroll reports
- Addressing payroll inquiries
- Employee payroll records update
FINANCIAL ANALYSIS AND REPORTING
Deliver thorough financial analysis and interactive dashboards to support informed decision-making.
- Profit and loss statement
- KPI monitoring and analysis
- Interactive dashboard creation
- Balance sheet and cash flow report
E-COMMERCE BOOKKEEPING
Optimize financial processes for smooth operations and compliance.
- Sales tax compliance
- Payment reconciliation
- Inventory management
- Payment gateway management
- Financial statements preparation
SYSTEM SETUP AND MIGRATION
Seamless migrations ensure accurate organization and accessibility. Enhancing your financial management system, providing a streamlined experience that supports your business growth.
- Migrate financial data
- Automated workflows
- Software configurations
- Set up accounting systems
MY GO-TO ACCOUNTING TOOLS
Xero
Wave
QuickBooks
Google Sheets
Microsoft Excel
Shopify
Amazon
Power Bi
Gusto
Stripe
Paypal
Paychex
If you're sold and think we're a great fit.
Drop a personalized message and let me know.
Let's get started on giving your business the financial clarity it deserves.
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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