I am a Professional Bookkeeper / Bookkeeper Coach. I have collaborated with Business Owners, CPAs, and Tax Lawyers, managing various types of businesses using QuickBooks online for three years. During this time, I mastered my bookkeeping service process, which includes assisting startup businesses, catching up and cleaning up. To help them improve their business accounting full structure and provide solid results in financial statements for them to have a basis in decision making on where to invest more or cut the cost.
???????????????????????????????????????? ???????????????????? ???????????? ????????????????????????????????????????????:
????? Setting up your accounting software using Quickbooks Online
???? You'll be provided a customized chart of accounts tailored to your business
???? Setting up bank feeds and third-party integration tools
? Uploading historical bank transactions
???? Uploading Sales Invoices
???? Uploading all bills and expenses
???? Categorization
???? Customize reporting to gain insights into your financial
????????????????????????? ????????????????????????????????????????????:
???? Record cash receipts/income from your bank deposits
???? Record cash disbursements/expenses from your bank transactions
???? Record interbank transfers
???? Record any adjusting entries needed
???? Reconciling bank transactions and credit cards to statements
?? Reconcile other balance sheet accounts to underlying records
???? ???????????????????????????? ???????????????????????????????????? ???????????????????????????????????? ????????????????????????????????????:
??Balance Sheet
????Profit and Loss Statement
?Cash Flow Statements
???????????? ???????????????????????? ????????
???????????????????????????????? ????????????????: I deliver high-quality results promptly, ensuring your financials are in top shape.
????You're My Focus: Whether you need a short-term fix or a long-term ally, I'm all about building lasting relationships.
?????????????????????????????? ???????????????? ????????????????:: Your time is precious. Let me handle the tedious bookkeeping tasks while you invest your energy where it matters most.
???????????????? ???????????????????????? ???????????????????? ???????? ????????????????: Tax season doesn't have to be taxing. Trust me to streamline the process, ensuring compliance and peace of mind.
???????? ????????????????????????????????????????????????????:
?????Certified Xero Advisor
????Certified Quickbooks Online
????3+ years experience in bookkeeping
???????? ????????????????????????????????????:
????Insurance Agency
????Medical and Dental
????Construction
?????????????Small Business Owners
?????????Online Retail and Digital Marketing
???? ???????????????????????????????? ????????????????????????????????????????????????
????Quickbooks Online
????Applied TAM
????Money Minder
????Ascender HCM
????Google Sheets
I would love to learn about your business and start working on your finances so you can have more time to focus on what you do best. Just send me a message and let's hop on a call.
Your future Savvy Bookkeeper,
Experience: Less than 6 months
Experience: Less than 6 months
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