Hello, I'm Winnie , and I'm on a mission to help small and medium-sized business owners in their bookkeeping. My goal is simple yet impactful: to provide quality bookkeeping that not only ensures accurate financial insights but freeing you to focus on what you do best and boosting profitability.
With meticulous attention to detail, I'll handle your accounting needs with precision, tracking every income and expense meticulously. This way, you'll have a clear understanding of your company's financial health and be equipped to make confident decisions that drive your business forward.
SERVICES
Startup Assistance: Company setup, customized Chart of Accounts, customer/vendor setup, bank/credit integration, invoice/payment setup, initial data entry.
Cleanup Services: Categorizing transactions, reconciling accounts, ensuring accurate financial reporting.
Catch-Up Solutions: Recording past transactions, updating financial data for clarity and accuracy.
Ongoing Bookkeeping: Daily transaction recording, regular bank/credit reconciliation, accounts receivable/payable management, financial report generation, insightful analysis.
MONTHLY FINANCIAL REPORT
Balance Sheet: Financial position.
Profit & Loss Statement: Profitability details.
Cash Flow Statement: Tracks cash movement.
Month-to-Month Comparison (When Applicable): Highlights trends for informed decisions.
MY QUALIFICATIONS
Certified QuickBooks Online ProAdvisor
Bachelor of Science Major in Financial Management Accounting (Graduate)
9 years experience in bookkeeping
SOFTWARE PROFICIENCY
QuickBooks Online
Spreadsheets (Formulas & Pivot)
PayPal
Stripe
Google Drive
Zoom
Slacks
Loom
Consider me not just a service provider, but your trusted financial ally, dedicated to help you achieve new heights of success. Let's collaborate closely and unlock the full potential of your business together!"
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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