EXPERIENCE Bookkeeper | Medical VA | Executive Assistant

Overview

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

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

January 15th, 2025 (3 days ago)

Member Since

July 14th, 2022

Profile Description

I specialize in bookkeeping services such as recording income and sales, tracking expenses and purchases, and categorizing transactions. I ensure financial accuracy with bank reconciliations, prepare profit and loss statements, balance sheet reports, and handle journal entries. By managing both operations and finances, I help my clients concentrate on their strategic goals while maintaining a clear and organized financial overview.
Here's what clients book me for:
Accurate Transaction Recording:
Record income, sales, expenses, and purchases with precision.
Ensure every transaction is properly categorized for clear and compliant bookkeeping.
Invoicing & Receipts Management:
Create and manage invoices to ensure timely payments.
Add and organize receipts in QuickBooks Online, keeping your financial records up to date and audit-ready.
Bank Reconciliation:
Reconcile bank and credit card statements to ensure financial records are accurate.
Identify and resolve discrepancies to maintain transparency and accountability.
Financial Reporting:
Provide regular cash flow statements, profit & loss reports, balance sheets, and project expense summaries.
Deliver actionable insights to help you make informed financial decisions.
Journal Entries & Adjustments:
Prepare and record journal entries to reflect the true financial standing of your business.
Ensure your financial statements are accurate and compliant.
Financial Insights & Forecasting:
Analyze financial trends and prepare projections to guide your budgeting and strategic planning.
Audit & Tax Preparation Support:
Organize financial data to simplify tax filing and ensure smooth audits.
Work closely with your accountant to provide accurate records.
Profit & Loss & Balance Sheet Preparation
I generate comprehensive reports, enabling you to track your business’s performance and make informed decisions.
Tools and Platforms I Master:
Accounting Software: QuickBooks Online, Xero
Spreadsheet Tools: Microsoft Excel, Google Sheets
File Storage Solutions: Google Drive, Dropbox
Project Management Tools: Asana, Trello
Document Management: DocuSign, Adobe Acrobat
Why Work With Me?
With a strong foundation in bookkeeping and a proven ability to organize and manage complex financial records, I ensure your books are not only accurate but also optimized for decision-making. My commitment to confidentiality, precision, and timeliness means you’ll always have the financial clarity you need to succeed. 
Let’s Collaborate!
Message me today to discuss how I can simplify your financial management.
Schedule a free discovery call at your convenience.
No cost until you hire me—let’s get started!