US Senior Bookkeeper, Tax Prep, GUSTO, XERO, QBO Certified,

Overview

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

at $16.00/hour ($1,408.00/month)

Post-graduate degree (Masters, Doctorate, etc.) Quickbooks Certified and Xero Certified

Last Active

December 18th, 2024 (4 days ago)

Member Since

October 6th, 2020

Profile Description

Senior US Bookkeeper / AU Bookkeeper | Financial Reporting | Client Onboarding | Executive Collaboration I Xero Certified Advisor I QBO Trained Bookkeeper I GUSTO Payroll Certified
Experienced Senior Accountant and Bookkeeper with a strong background in managing full-cycle accounting, financial reporting, and client onboarding for both US and Australian clients. Proficient in leading onboarding sessions to set clear expectations on service scope, and skilled in acquiring and organizing critical financial documents to support comprehensive bookkeeping. Advanced expertise in reconciliation, payroll, and financial reporting with MYOB, Xero, and QuickBooks Online (QBO), along with a deep understanding of compliance requirements across multiple jurisdictions. 
Core Competencies:
- Client Onboarding & Financial Documentation: Leads virtual onboarding sessions via Zoom, outlining the scope of services, inclusions, and exclusions. Experienced in gathering and organizing financial records, loan agreements, SAFE documents, and additional materials to support precise bookkeeping.
- Full-Cycle Bookkeeping & Reconciliation: Skilled in monthly and yearly bookkeeping, managing bank and payroll reconciliation, and handling crypto accounts, utilizing Xero and QBO to ensure accurate and compliant financial records.
- Financial Reporting & Lookback Bookkeeping: Proficient in preparing monthly and annual financial statements using Xero, QBO, and SYFT Analytics. Experienced in lookback bookkeeping to facilitate tax return preparation as needed.
- Day-to-Day Financial Management: Manages essential finance functions, including invoicing, bill processing, monthly journal entries, and adjustments to support efficient operations.
- Asset & Tax Compliance: Expertise in managing fixed assets, R&D amortization, and 1099-NEC computation and filing, ensuring alignment with US tax regulations.
- Executive Support & Mentorship: Works closely with the CEO, providing accounting support and insights, performing ad-hoc tasks, and training new junior bookkeepers to maintain high-quality standards.
- Tech Proficiency: Familiar with Microsoft applications, google sheets, slack, salesforce, tax dome, Xero, QBO, MYOB, Drake, Box and many more. 
Feel free to contact me to discuss how I can support your business needs effectively. Email: Upgrade to see actual info