?? 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!
Experience: Less than 6 months
Experience: 1 - 2 years
1) Phone Management: * Answer incoming calls promptly and professionally. * Provide information about services, answer inquiries, and direct calls to the appropriate departments or individuals. 2) Appointment Scheduling: * Contact patients to schedule and confirm appointments, ensuring efficient coordination with the respective physical therapy locations. * Utilize scheduling software to manage appointments and update patient records. 3) Patient Check-In: * Facilitate a smooth and welcoming check-in process for patients attending appointments. * Verify patient information and update records as needed. 4) Communication and Coordination: *Collaborate with on-site front desk staff and physical therapy teams to ensure accurate and up-to-date information. * Communicate any changes in schedule or appointments to relevant parties. 5) Customer Service: * Provide excellent customer service by addressing patient inquiries, resolving issues, and ensuring a positive experience for all patients. 6) Administrative Support: * Assist with general administrative tasks, such as data entry, filing, and maintaining patient records. * Support other virtual and on-site team members as needed.
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