US Tax Preparer I General Bookkeeper I Quickbooks I Xero

Overview

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

at $11.00/hour ($1,936.00/month)

Bachelors degree

Last Active

November 25th, 2024 (4 days ago)

Member Since

October 18th, 2022

Profile Description

Your business's financial success starts with effective bookkeeping.

I pay close attention to detail and maintain high accuracy in your financial records.

I track and categorize your expenses to provide you with a clear view of your financial position.

I reconcile your bank accounts to ensure accuracy and identify any discrepancies.

With my bookkeeping services, you can efficiently manage your finances and achieve your business goals.

Bachelor of Science in Accountancy
8 years of experience in Bookkeeping
QuickBooks ProAdvisor Certified
Xero Certified Advisor                                 
5-Week Extensive Training in US Tax Preparation

QuickBooks Online:
 Help the client choose the right subscription
Company settings (sales, purchases, products, and services, accounting method) Adding customers and vendors
Creating invoices
Creating billing
Manual uploading of the bank, credit card, and PayPal statements
Bank reconciliations
Setting up bank rules
Add, match, and exclude bank transactions
Setting up recurring transactions  (billing, invoicing, journaling)
Inventory management
Generation of reports (Balance Sheet, Income Statement, Trial Balance)

Xero:
Xero software setup and customization
Bank and credit card reconciliations
Accounts payable and receivable management
Payroll processing and reporting, including PAYG and superannuation
GST and BAS preparation and lodgment
Financial reporting and analysis

US Tax Preparation:
1040-Due diligence, W2, 1065, 1098, 1099, 1120, 1120-S. Schedule C Income and    Expenses, Depreciable Assets
Software: Drake, TaxSlayer Pro, ProConnect

Tools:Telegram, Upgrade to see actual info, Google Drive, Google Sheet, Microsoft Excel, Zoom, Slack, Loom, Paypal, Trello, Canva, Leadsimple, and RingCentral.

Let's get started and set up a ZooUpgrade to see actual infoeting.

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