A+ Certified Bookkeeper and QuickBooks Online ProAdvisor helping US Pet Care, Healthcare and other Small to Medium-sized Businesses turn their messy and outdated books tax-ready, spot ways to reduce expenses and maximize income, and focus on their passion through my efficient R2R bookkeeping services.
Record => Reconcile => Review => Analyze => Report => Resolve
In terms of experience, I’ve handled 30+ US clients for a bookkeeping firm from general ledger maintenance to clean-up and catch-up projects and from various industries including Healthcare, Hotels, Construction, Roofing, Digital Media, Pressure Washing, Creative studio, E-commerce, Electrical solutions, and Landscaping.
From my experience and learning, I'm familiar with: QuickBooks Online, Microsoft Excel, Airbnb, Owner Rez, Gusto, ADP, Stax, Acculynx, Stripe, Amazon, eBay, and Paypal. As for other softwares or reports, learning them is easy as long as Google is free.
So, are you looking for bookkeeping help? Check out how I can help you below!
1.) QBO Account Set-up
Setting up a QBO account ready for bookkeeping (from subscription to setting the charts of accounts).
> This is for business owners who don't have QBO yet.
2.) Clean-up Bookkeeping
Cleaning up your records for a period.
> This is for business owners who messed up their books through DIY (incorrect application of payments, duplicate transactions, miscategorizations, etc.) or who had their books messed up due to previous bad bookkeepers.
3.) Catch-up Bookkeeping
Getting client's books up to date ready for analysis and tax filing.
> This is for business owners who were not able to do their books for a period.
4.) Ongoing Bookkeeping
Weekly or Monthly recording of business transactions and reconciliation depending on need.
Generating financial reports and analysis regularly depending on need.
One catch-up call a month for discussion on analysis results and others and as often as needed updates on your books.
>This is for business owners who wants to have informed business decisions
5) Financial Analysis & Business Insights
Conducting and preparing financial analysis reports to spot ways to reduce expenses and maximize income.
These reports include but are not limited to these analyses: Vertical Analysis (accounts as % of total revenue or total expenses), Horizontal Analysis (Current period performance vs previous period performance), and Financial Ratios (KPIs).
>This is for business owners who want to step up their game, know their financial health performance more in-depth and have better informed financial decisions.
If any of these sounds like the help you need, just drop me a message and we can schedule a call to discuss more about it. You can also book a call directly here:
I'm excited to help you achieve your business goals!
Your one-tap-away bookkeeper,
Experience: 6 months - 1 year
Used QuickBooks Online to do bookkeeping for 30+ clients of a bookkeeping firm.
Experience: 6 months - 1 year
Proficient in basic financial accounting ever since I took this subject three times -- one in senior high school, one in college, and and one refresher course when I was taking my Certified Bookkeeper Exam. I've continuously used and honed my financial accounting skills as a bookkeeper to help clients have accurate books.
Experience: 6 months - 1 year
Handled 30+ of a bookkeeping firm through QuickBooks Online and handled my family's small business bookkeeping through Microsoft Excel with a template I created.
Experience: 2 - 5 years
Created Excel files for project management, rankings, bookkeeping, and other automation purposes.
Experience: 6 months - 1 year
Conducted financial analysis of public companies's financial statements and created reports on them.
Experience: 2 - 5 years
My eyes have been trained to spot errors ever since I handled the audit of the student government liquidation reports in my college days, and have been polishing this skill as a bookkeeper when doing clean ups for clients' books and making sure that everything's accurate.
Experience: 6 months - 1 year
Communication is 10/10 significant in any business relationship. In terms of experience, I've handled professional communication through email correspondence with clients, updating about their books and handling queries and requests.
Experience: 2 - 5 years
60 WPM
Experience: 6 months - 1 year
Handled the email correspondence with the clients in the bookkeeping firm I worked with and managed their emails by client folder.
Experience: 6 months - 1 year
Organizing multiple financial documents for clients to locate easily.
Experience: 1 - 2 years
Learning new technology or software is easy for me as long as Google is free.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
SEE MORE REAL RESULTS“The more I stepped away from it, the more successful our Chanel became!”
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