Dynamic Virtual  Bookkeeper

Overview

Looking for part-time work (6 hours/day)

at $8.00/hour ($1,056.00/month)

Bachelors degree

Last Active

November 26th, 2024 (4 days ago)

Member Since

January 29th, 2024

Profile Description

My name is Upgrade to see actual info Y. Upgrade to see actual info, but you can call me MYT—because I can Manage Your Transactions!

I am a professional and dynamic bookkeeper specializing in providing tailored bookkeeping solutions for small and medium-sized businesses using Quickbooks Online and Xero. If you're overwhelmed by managing your financial records I'm here to help you manage your financial transactions with precision, transparency, and efficiency.

Whether it's maintaining accurate records, invoicing, billing, managing accounts payable/ receivable, or preparing insightful financial reports such as income statements, balance sheets, cash flow statements, bank and credit card reconciliation, and tax records and compliance documents, I'm here to provide reliable support and ensure your financial processes run smoothly.

To deliver the best results, I follow a comprehensive system for managing my clients' books:
1. Record: Every transaction is meticulously documented, capturing all income, expenses, and financial activities to maintain accurate records.

2. Reconcile: I cross-check recorded transactions with bank statements and other documents to verify accuracy, catching and correcting any discrepancies. 

3. Review: A thorough examination of financial records ensures consistency, accuracy, and attention to potential issues before they escalate. 

4. Revise: I make any necessary adjustments to align financial records with your business goals, ensuring accuracy and compliance. 

5. Restrict: At the end of each period, I close and finalize transactions and prepare financial statements, providing a clear picture of your business’s financial health. 

In addition to my bookkeeping expertise, I am also well-versed in supporting businesses in the manufacturing industry, offering specialized knowledge in inventory management and payroll. My goal is to be your reliable financial partner, ensuring your business’s success while you concentrate on what you do best.

Key Skills & Services:

* Bookkeeping using QuickBooks Online, Xero, and AppFolio
* QuickBooks, Xero, and AppFolio Company Set-Up
* Customizing Chart of Accounts
* Conversion of PDF Bank and Credit Card Statements
* Uploading Bank Statements to QBO, Xero, and AppFolio
* Customer and Vendor Listing Set-Up
* Creating Sales Invoices and Managing A/R
* Monitoring Bills and Managing A/P
* Bank Categorization
* Bank and Credit Card Reconciliations
* Preparing Balance Sheet and Profit And Loss Statements


By choosing to work with me, you'll gain a trusted partner who understands the unique challenges and opportunities in the real estate and rental property market.  Let's work together to keep your finances in perfect order, so you can achieve your business goals with confidence. 

My video introduction
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My Bookkeeping Portfolio
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Ready to embark on this financial adventure together? Let's chat and explore the possibilities for your business!