Experienced Bookkeeper / Quickbooks / Xero / Clean-up

Overview

Looking for part-time work (4 hours/day)

at $7.00/hour ($616.00/month)

Associates degree

Last Active

December 24th, 2024 (2 days ago)

Member Since

December 30th, 2023

Profile Description

Expertise:
•Real estate bookkeeping (Long-term and short-term rental / Airbnb) in the US using QuickBooks Online
• Real estate consulting business with GUSTO Payroll
• Australian business, including BAS preparation using Xero
•Digital Marketing using QuickBooks Online and Xero.

I help businesses organize their books, maximize revenue, and ensure tax compliance.

I specialize in simplifying bookkeeping for business owners, entrepreneurs, and professionals like you. My mission is to take the hassle out of managing your finances, so you can focus on growing your business.

SERVICES I PROVIDE:
•Clean Up and Catch Up: Sort out messy books and get your records back on track
•Account Reconciliations: Ensuring your bank, credit card, and other accounts match your records
•Accurate Record Maintenance: Keeping detailed and organized financial records
•Segregation of Personal and Business Finances: Helping you avoid costly errors and stay compliant.
•Proper Expense Classification: Maximizing tax deductions with accurate expense tracking
•Loan and Mortgage Reconciliation: Tracking payments and interest with precision
•Accounting Software Migration: Seamlessly transferring data between QuickBooks, Xero, or other platforms.

HOW IT WORKS:

We'll discuss your needs during a free consultation via Zoom. If we’re a good fit, I’ll send a Non-Disclosure Agreement to review your books securely. I’ll provide a free Smart Review and Assessment, then present a customized Plan of Action with timelines, deliverables, and pricing. If you approve, I’ll work on organizing your books and optimizing your financial systems.

WHAT MAKES ME DIFFERENT:

I combine my expertise in bookkeeping with a unique understanding of specific industries, including real estate. With my experience, I not only keep your records accurate but also help you identify opportunities to maximize revenue and save on taxes. My detail-oriented approach ensures you stay compliant while gaining peace of mind that your finances are in expert hands. Whether you’re managing a growing business or navigating the complexities of real estate investing.

I’m here to help you succeed!

Top Skills

Accounting » Xero

Experience: 6 months - 1 year

I find Xero accounting software really user-friendly, which makes my work easier and faster. I’m comfortable using cash coding for quick bank categorization and reconciliations. Creating invoices and bills is straightforward since I can use the same contact for both. Allocating credit notes to invoices is also a breeze. I’ve worked on importing customized charts of accounts, bills, invoices, and bank transactions into Xero without any issues. Plus, I’ve successfully migrated client data from QuickBooks Online to Xero, so I’m confident in handling different accounting systems.

Accounting » Quickbooks

Experience: 6 months - 1 year

I’m experienced in cleaning up messy transactions in QuickBooks Online. Before diving into the cleanup, I always start with an audit walkthrough to get a clear picture of the period and date range I need to focus on, as well as when the last tax return was filed. It’s important to me that all transactions are recorded properly in QBO. I make sure that bank and credit card balances are reconciled with their statements, and I do the same for PayPal and Stripe accounts if they’re involved. I also take care of any undeposited funds and settle them correctly. Reviewing financial reports is crucial, so I always go over the balance sheet, profit and loss, and accounts receivable aging. If I spot any negative balances on the profit and loss or balance sheet, I know something’s off. Invoices that are more than 90 days overdue in accounts receivable also get my attention. Once the cleanup is done, I manage the monthly maintenance of the books to keep everything accurate and up-to-date, so the books are always tax-ready.

Accounting » Bookkeeping

Experience: 1 - 2 years

I’m well-versed in GAAP (Generally Accepted Accounting Principles), so I have a solid understanding of how accounting and bookkeeping should be done. I handle the entire accounting cycle, from journalizing transactions to preparing and sending financial reports. I also take care of adjusting and reversing entries to ensure everything is accurate. By the time I’m finished, the books are cleaned up and ready for the next financial year.