Fractional CFO|CPA|CTT|QBO & Xero|Excel|Financial Reports

Overview

Looking for gig work

at $10.00/hour

Bachelors degree

Last Active

February 17th, 2025 (6 days ago)

Member Since

July 4th, 2023

Profile Description

I assist entrepreneurs in expanding their business, conserving resources through accurate and timely bookkeeping & preparing reports. With my expertise, I can provide clients with the financial interpretations and guidance they need to make decisions.

As a Fractional CFO, these are my services to the client:
*Strategic planning connected to current operations, short-term & long-term plans
*KPIs
*Financial modelling
*Forecasting & budgeting with variance analysis
*Cash flow management
*Financial analysis (FP&A)
*Reports & presentations
*Decision-support

As a bookkeeper & accountant, these are my services to the client:
*Maintain financial transaction records by developing chart of accounts, accounts/ledger (verifying, allocating, categorizing & posting), ensuring standard and legal compliance & reconciliation.
*Catching back logs, cleaning books.
*Develop policies & procedures.
*Prepare financial statements such as income statements, segment profit & loss, balance sheets, cash flow, break-even, internal rate of return, net present value, balance sheet ratios & others.
*Utilize the appropriate accounting software to manage & automate financial tasks when relevant.
*Assist with creating budgets, financial forecasts & periodic reports.
*Collect, analyse & summarize data for tax forms according to local and federal mandates.
*Contribute to team effort by accomplishing related tasks as needed.
*Process flow establishment based on accounting standards and strong internal control.
*Provide solution on the pain points of the clients related to bookkeeping and accounting.

Systems, tools & application that I have edge:
*QuickBooks Online
*Xero
*Sage 50
*POS (Alliance & Moneycache)
*Sage 300 formerly Accpac 
*SAP
*MYOB
*Google drive
*MS office (advanced excel)

Key functions that I handled:
*General Accounting focused on Budgeting & Various Reconciliation
*Tax Specialist
*Accounts Receivable & Payable Specialist
*Internal Audit
*Cost Accountant 
*Bookkeeper
*Administrator & lead the core team in setting up & activating accounting software
*Troubleshoot the error in the system & ensure that all company’s activity will be captured & recorded in the database
*Design company policies & procedures
*Control & manage the company’s funds

I have been in various industries:
* Real Estates
* Manufacturing
* Plantation* School
* Restaurant* Services 
* Retail & Distributor
* Cooperatives

Lastly my goal is to add more value to my client with expertise, excellent work ethics and a very good work result. Looking forward to hear from you & working with you.