Current Employment Status:
Hired Full Time on Jul 17, 2024
Need an Accounting & Bookkeeping Pro?
Let me ease your financial burdens!
7+ years in Public Accounting, handling diverse clients.
Full-service Accounting & Bookkeeping
Trust Accounting
Expertise in Tax Preparation
Versatile skills: Exec. Assistant, AR/AP Specialist, Project Manager, and Real Estate experience.
Passion-driven, detail-oriented, and quick learner.
Let me help you. Here are some of the many things I can do for you:
Bookkeeping & Accounting:
1. Set up your accounting software (Quickbooks Online or Xero) from scratch.
2. Set up an industry-specific chart of accounts.
3. Categorize transactions.
4. Bank /Credit Card Reconciliation.
5. Posting journal entries.
6. Clean up previous years.
7. Catch up on a recent year.
8. Prepare financial reports.
9. Payroll Processing
10. Review Invoices and Pay Bills.
11. Financial Analysis and Visual Reporting
12. Assist in tax filing preparation.
13. BAS Preparation
14. GST Reconciliation
15. Perform Other Administrative Tasks
Trust Accounting:
1. Entering Properties and Vendors in the system
2. Add/ Review Invoices
3. Review and Bill Work Orders
4. Reviewing Tenant's ledgers
5. Adding charges to the tenant's ledger
6. Paying Bills
7. Paying Management Fees
8. Reviewing Diagnostics
8 Soft and Hard reconciliations
9. Reviewi Owner's Ledger and Paying Owners
10. Sending Monthly Owner statements
11. Entering Payments/Deposits
Executive Assistance:
1. Manage Inbox.
2. Coordinate & Schedule Meetings.
3. Act as the 1st point of contact internally with the team and with the clients.
4. Oversee a project
5. Create Reports and Presentations.
6. Make Travel Arrangements and other Adhoc tasks.
7.Social Media Mpaa
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