Current Employment Status:
Hired Full Time on May 21, 2024
As a bookkeeper, my passion is to:
*Help businesses by providing accurate recording of financial transactions
*Offer back-end support to businesses that already have books set up; and
review as needed
*QuickBooks Online/Desktop, Xero
*Catch-up bookkeeping and cleanup projects for businesses that are behind on
bookkeeping.
Below is a list of services I can offer:
>Data Entry and clearing of payroll transactions, paper
deposits, credit card deposits, invoices, coin orders and electronic withdrawal
transactions
>Bank, Payroll and Credit Card Reconciliations
>Recording of Journal Entries in QuickBooks Desktop
>Export reports in QuickBooks Online
>Compile reports and make master source documents
>Input Profit and Loss amounts in Lacerte Tax
>Assist with the maintenance and organization of financial records for the
clients
>Assist in generating basic financial reports, such as income statements and
balance sheets
>Categorize and reconcile transactions in Quickbooks Online
>Entered Cash Receipts, Payment Journal and General Journal entries
>Recording of recurring transactions
>Reclass transaction
>Prepare financial packages for the communities
>Entering budgets to Vantaca
>Recording of all transactions (bills, invoices, withdrawals and deposits) in
QuickBooks Online/Xero
Committed to
provide the highest quality of work for each client. With my strong work ethic,
attention to detail, and passion for accounting, I am committed to provide
valuable support and assistance to businesses seeking to optimize their
financial operations and achieve their goals.
Software I use: Quickbooks Online, Quickbooks desktop, smartvault, Lacerte,
Xero, Vantaca, Microsoft Dynamics NAV, Gusto
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