Kathleen

Experienced Bookkeeper | Accountant | Xero | Quickbooks Online

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Overview

Looking for part-time work (3 hours/day)

at $11.00/hour ($726.00/month)

Bachelors degree

Last Active

November 30th, 2024 (yesterday)

Member Since

September 14th, 2023

Profile Description

I am a Certified Public Accountant with 13 years of experience in finance roles. I am also a Certified ProAdvisor in Quickbooks and Xero Advisor Certified. 
 I offer general bookkeeping services to businesses using Quickbooks Online, Xero, or spreadsheets, and I assist real estate and e-commerce companies with their financial management. 
Here are the questions before we engage into agreement:
1. What is your business industry?2. What particular help do you need?3. Do you have a timeline to resolve your need?
Here is what you can get from my bookkeeping services:1. Set up your accounting software (Quickbooks Online or Xero) 2. Set up an industry-specific chart of accounts.3. Categorize transactions.4. Bank Reconciliation5. Posting journal entries6. Clean up previous years7. Catch up on recent year8. Prepare financial reports
For Real Estate:• Property Accounting: Detailed tracking of income and expenses for your real estate holdings.• Rent Roll Management: Efficiently manage rent collection and tenant records.• Expense Categorization: Ensure all real estate-related expenses are properly categorized.• Financial Reporting: Get clear, concise financial reports to monitor the performance of your real estate portfolio.
For Ecommerce:• Clean up & Catch up: Ensure your financial records are accurate and up-to-date.• Bank Reconciliation: Match your financial records with bank statements to prevent errors.• Financial Reporting: Get a clear picture of your ecommerce business's financial health.• AR & AP Management: Streamline accounts receivable and accounts payable for improved cash flow.• Inventory Tracking: Efficiently manage inventory and cost of goods sold.
Here's how my bookkeeping services can benefit your real estate and ecommerce businesses:• Peace of Mind: I’ll take care of all of your financial records, making sure everything is accurate and in compliance.• Saving time: You can be better spent on customer interactions, business strategy, and personal endeavors by delegating your bookkeeping to me.• Insightful Reporting: Receive regular, simple-to-understand reports that provide you a clear, up-to-the-minute picture of the financial health of your company.
Please invite me to an interview and allow us to talk about your present needs over the phone or in a chat.
I look forward to the opportunity to work with you.
Thank you so much. 
Best regards,
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Top Skills

Experience: 5 - 10 years

Experience: 5 - 10 years

As an accountant in an electric cooperative, I handle the financial monitoring of ratios, interpreting the results in the financial statements, presents to thé management the monthly financial updates on the financial performance of the operation.

Experience: 5 - 10 years

Record day to day financial transactions and complete the posting process. Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger. Bring the books to the trial balance stage. Perform partial checks of the posting process.

Other Skills

Experience: Less than 6 months

I am a Xero Certified Advisor since August 2023

Experience: Less than 6 months

I learned Quickbooks Online during my Master Online Class for Bookkeeping Services. I learned exercises like opening and setting up QBO account, reconciling bank feeds and match to qbo accounts, invoicing, pay bills etc.

Basic Information

Age
34
Gender
Female
Website
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Address
Digos, Davao del Sur
Tests Taken
None
Government ID
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