Freelancer

Overview

Looking for full-time work (8 hours/day)

at $11.36/hour ($1,999.99/month)

College Undergraduate

Last Active

February 21st, 2025 (yesterday)

Member Since

July 12th, 2022

Profile Description

With extensive training and hands on experience with QuickBooks Online, I specialize in providing expert bookkeeping services that empower businesses to thrive. Over the years, I've supported clients across diverse markets including Australia, Malaysia, Singapore, Hong Kong, the UAE and the USA among others. As a Senior Subject Matter Expert, I have developed a deep understanding of financial management, and have honed my skills in key areas such as:
1. Bookkeeping Setup & Configuration (Guidance on setting up QuickBooks Online): How to set up your business in QuickBooks Online (e.g., selecting the right industry, choosing the correct chart of accounts, setting up sales tax), how to connect bank accounts and credit cards for bank feed management, and how to customize QuickBooks to meet your specific business needs (invoice templates, reporting preferences).
2. Day-to-Day Bookkeeping Tasks (Transaction Management): Recording daily transactions (sales, expenses, payments, receipts), categorizing income and expenses properly to ensure accuracy in financial reports, and reconciling bank and credit card accounts to ensure your records match actual balances.
3. Financial Reporting & Insights (Creating & Interpreting Financial Reports): Generating key financial reports like Profit and Loss (P&L), Balance Sheet, and Cash Flow Statement, and customizing reports to track specific business data (e.g., departmental expenses, sales performance, etc.).
4. Tax Preparation & Compliance (Tax-Related Support): Organizing financial data to help with quarterly or annual tax filing, providing tax-related reports and summaries for accountants (e.g., sales tax, income tax), and ensuring that tax codes are applied correctly to transactions and managing sales tax.
5. Payroll Management (if applicable): Setting up payroll for employees and contractors, ensuring correct tax calculations, deductions, and benefits tracking and integrating payroll with financial records for accurate reporting.
6. Cash Flow & Budgeting (Cash Flow Management): Helping track cash flow by managing payables and receivables, and assisting with setting up a budget in QuickBooks and monitoring your budget vs. actual expenses.
7. Troubleshooting & Fixing Errors (Addressing Bookkeeping Issues): Correcting common QuickBooks errors, such as duplicate transactions or miscategorized items and troubleshooting reconciliation issues or data entry mistakes.
8. Integration with Other Tools (Connecting QuickBooks with Third-Party Applications): Setting up integrations with other software (e.g., CRM systems, inventory management, payment processors), and automating workflows to save time and reduce errors.
9. Ongoing Support & Training (Providing Ongoing Assistance & Training): Offering support on how to use QuickBooks more efficiently, providing training for you or your staff to maximize QuickBooks features, and keeping you updated on new features or changes in QuickBooks Online.