Freelance Bookkeeper| Certified Quickbooks Pro Advisor

I bring extensive experience in using Xero to streamline financial management for small businesses. My expertise includes accurate transaction recording and categorization, leveraging bank feeds to automate processes, and reconciling accounts to ensure precise financial records. I specialize in generating customized financial reports, such as Profit & Loss statements, Balance Sheets, and Cash Flow analyses, tailored to meet unique business needs. Additionally, I manage invoicing, accounts payable and receivable, payroll processing, and tax preparation, ensuring compliance with regulations and deadlines. My skills extend to budgeting and cash flow forecasting, handling multi-currency transactions, and setting up Xero accounts customized to specific business requirements. With a collaborative approach, I utilize Xero’s cloud-based platform to work in real time with clients, providing them with clarity and control over their finances.

I have extensive experience leveraging QuickBooks to manage and streamline financial processes for small businesses. My proficiency spans across various functionalities of the software, ensuring accurate, compliant, and efficient bookkeeping. Key highlights of my experience include: Transaction Management Entering, categorizing, and reconciling transactions, including sales, expenses, and payments, to maintain organized financial records. Utilizing QuickBooks' automation tools to minimize manual input errors and save time. Bank and Credit Card Reconciliation Balancing accounts by matching QuickBooks records with bank and credit card statements. Identifying and resolving discrepancies to ensure accurate financial reporting. Custom Reporting Creating detailed financial reports such as Profit & Loss statements, Balance Sheets, and Cash Flow reports tailored to client needs. Analyzing financial data to provide insights and assist in strategic decision-making. Invoicing and Accounts Receivable/Payable Management Generating and tracking invoices, ensuring timely payments from clients. Managing vendor payments and maintaining up-to-date accounts payable records. Payroll Processing Calculating employee wages, withholding taxes, and ensuring compliance with payroll tax regulations. Using QuickBooks Payroll to streamline payroll processes and maintain accurate records. Tax Preparation and Compliance Organizing financial data to ensure readiness for tax season. Tracking deductible expenses and generating reports for tax filings to support compliance. Budgeting and Forecasting Using QuickBooks tools to develop budgets and project financial trends. Assisting clients in planning for future financial goals based on detailed forecasts. Multi-Currency Transactions Managing international transactions in multiple currencies, ensuring accurate exchange rate adjustments and reporting. QuickBooks Online Expertise Setting up and maintaining QuickBooks Online for remote, real-time access. Training clients to navigate QuickBooks Online for enhanced collaboration and control over their financial data. System Setup and Customization Setting up company files in QuickBooks tailored to industry-specific needs. Integrating QuickBooks with third-party apps such as inventory management or payment processing tools for seamless workflows. My experience with QuickBooks has allowed me to simplify complex financial processes, reduce errors, and empower small businesses to make informed financial decisions.