Current Employment Status:
Hired Part Time on May 24, 2023
Hired Part Time on May 9, 2024
Why Partner with Me for Your Bookkeeping Needs?
- Detail-Oriented: Precision in every detail.
- Confidentiality Guaranteed: Your information remains secure.
- Affordable Quality: High-quality results at a cost-effective rate.
- Timely Delivery: Reliable and on-time project completion.
Proficient in Leading Accounting Software:
- Quickbooks Online (QBO)
- Quickbooks Self-Employed
- Xero
Comprehensive Bookkeeping Services:
- Account Setup
- Creating Chart of Accounts
- Basic Sales Tax Setup
- Converting PDF Bank Statements to CSV for Accounting Software
- Manual Data Entry of Bank Transactions
- Importing and Categorizing CSV Bank Transactions
- Reviewing and Categorizing Bank Feed Transactions
- Recording Invoices (Income/Expenses) and Loan Statements
- Attaching Files to Transactions
- Assigning Classes and Locations to Transactions
- Bank Reconciliation (Bank Accounts, Credit Cards, PayPal, Wise)
- Generating Financial Reports (Balance Sheet/Income Statements)
- Catch Up and Clean Up Services
- Monthly Bookkeeping
- Organizing Files (Receipts, Statements, Invoices, Bills, and Source Documents)
Ready to Master Any Software You Prefer!
Enhance your financial management with expert bookkeeping services that ensure accuracy and organization. Let's streamline your finances together. Connect with me today! :)
My Other Experiences Includes:
- Bookkeeping: Proficient in Quickbooks Online & Xero.
- File Organization: Organizing Google Drive, Dropbox, and OneDrive.
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- Data Entry: Accurate and swift data entry in Excel, Google Sheets, websites, or software.
- Web Research & Data Collection: Thorough research to provide the information you need.
I'm always ready to tackle new tasks. Let's collaborate to reduce your workload and enhance your efficiency. Contact me today and let's boost productivity together!
Tools I Use:
- Quickbooks Online (QBO), Quickbooks Self-Employed, Xero
- Google Drive, Dropbox, OneDrive
- Gmail, Google Calendar, Google Sheets, Docs, Slides, Google Keep
- Microsoft Excel, Word, PowerPoint
- Trello, Roam Research, Notion
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- Canva
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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