My name is
I am a professional and dynamic bookkeeper specializing in providing tailored bookkeeping solutions for small and medium-sized businesses using Quickbooks Online and Xero. If you're overwhelmed by managing your financial records I'm here to help you manage your financial transactions with precision, transparency, and efficiency.
Whether it's maintaining accurate records, invoicing, billing, managing accounts payable/ receivable, or preparing insightful financial reports such as income statements, balance sheets, cash flow statements, bank and credit card reconciliation, and tax records and compliance documents, I'm here to provide reliable support and ensure your financial processes run smoothly.
To deliver the best results, I follow a comprehensive system for managing my clients' books:
1. Record: Every transaction is meticulously documented, capturing all income, expenses, and financial activities to maintain accurate records.
2. Reconcile: I cross-check recorded transactions with bank statements and other documents to verify accuracy, catching and correcting any discrepancies.
3. Review: A thorough examination of financial records ensures consistency, accuracy, and attention to potential issues before they escalate.
4. Revise: I make any necessary adjustments to align financial records with your business goals, ensuring accuracy and compliance.
5. Restrict: At the end of each period, I close and finalize transactions and prepare financial statements, providing a clear picture of your business’s financial health.
In addition to my bookkeeping expertise, I am also well-versed in supporting businesses in the manufacturing industry, offering specialized knowledge in inventory management and payroll. My goal is to be your reliable financial partner, ensuring your business’s success while you concentrate on what you do best.
Key Skills & Services:
* Bookkeeping using QuickBooks Online, Xero, and AppFolio
* QuickBooks, Xero, and AppFolio Company Set-Up
* Customizing Chart of Accounts
* Conversion of PDF Bank and Credit Card Statements
* Uploading Bank Statements to QBO, Xero, and AppFolio
* Customer and Vendor Listing Set-Up
* Creating Sales Invoices and Managing A/R
* Monitoring Bills and Managing A/P
* Bank Categorization
* Bank and Credit Card Reconciliations
* Preparing Balance Sheet and Profit And Loss Statements
By choosing to work with me, you'll gain a trusted partner who understands the unique challenges and opportunities in the real estate and rental property market. Let's work together to keep your finances in perfect order, so you can achieve your business goals with confidence.
My video introduction
My Bookkeeping Portfolio
Ready to embark on this financial adventure together? Let's chat and explore the possibilities for your business!
Experience: 1 - 2 years
I had a 2 years experience in petty cash fund reconciliation in the manufacturing industry. I also had experience in bank, credit cards, and payment gateways reconciliation during the 30 day challenge, QBO mastery, the ultimate bookkeepers challenge.
Experience: Less than 6 months
I took the 30 day challenge, QBO mastery, the ultimate bookkeepers challenge and my coach evaluation is "perfect, good job."
Experience: Less than 6 months
I took the 30 day challenge, QBO mastery-The Ultimate Bookeeper's Challenge and had experience to navigate quickbooks online and succeeded it.
Experience: 1 - 2 years
It involves a lot of computation,including gross pay, deductions, and net pay.
Experience: Less than 6 months
Simplifying the financial processes by using accounting software that generates clear, concise, and consistent report.
Experience: 1 - 2 years
I was responsible for the records of personnel's amount of time taken.
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
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