I'm excited about the prospect of shifting gears from my experience in customer service to a role in bookkeeping. It feels like a natural progression for me, where I can put my knack for detail and love of organization to work in a new way, helping to ensure that every financial aspect of the organization is solid and reliable.
???? Background & Skills: While I may be new to QuickBooks, my enthusiasm for numbers and organization has always been a driving force. I bring with me a foundational understanding of accounting principles and a knack for detail-oriented tasks. Though still in the early stages, I'm ready to learn and grow.
???? Learning Goals: My aim is clear: to master QuickBooks and leverage its power to streamline financial processes. Whether it's managing accounts, reconciling transactions, or generating insightful reports, I'm committed to becoming proficient in every aspect of bookkeeping with this versatile tool.
Relevant Coursework:
• Preparing Monthly Financial Statement
• Preparing a Summary of Transactions
• Bill Payment
• Issuing Invoice
• Inserting details of Financial Transactions in a Debit and credit Sheet
• Reconciling Business Bank and Credit Card Transactions
• Basic knowledge of Payroll
Experience: 2 - 5 years
Answer customer inquiries via email in a timely manner
Experience: 5 - 10 years
Experience: Less than 6 months
Relevant Coursework: • Preparing Monthly Financial Statement • Preparing a Summary of Transaction • Bills Payment • Issuing Invoice • Inserting details of Financial Transactions in a Debit and credit Sheet • Reconciling Business Bank and Credit Card Transactions • Basic knowledge of Payroll
Experience: Less than 6 months
Quickbooks Bank reconciliation Financial Report Data Entry Invoicing
Experience: 5 - 10 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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