Hi, I'm
I hold a Master’s Degree in Business Administration and a degree in Accounting Technology. I specialize in helping businesses navigate their bookkeeping needs.
I’m a Certified QuickBooks ProAdvisor and Certified Xero Advisor with a passion for simplifying financial management for small businesses. With years of hands-on experience in bookkeeping, particularly with QuickBooks Online and Xero, I specialize in turning complex financial data into clear, actionable insights—so you can focus on what you do best: running your business.
WHAT I OFFER:
MONTHLY BOOKKEEPING
• Record & Categorize Transactions
• Bank/Credit Card Reconciliation
• Financial Reporting• Accounts Payable/Receivable
• Manage Invoices, Payments, and Collections
• Catch-Up & Clean-Up Bookkeeping
• Bring Records Up-to-Date
• Calculate & Process Payroll Cloud Setup & Data Migration
• QuickBooks or Xero Setup
• Create/Customize Chart of Accounts
• Upload & Sync Bank Accounts
• Integrate Third-Party Tools
FINANCIAL PLANNING & ANALYSIS
• Budgeting & Cash Flow Forecasting
• Track & Predict Financial Performance
• Financial Analysis & Reporting
• Key Performance Indicators (KPIs) Reporting
TROUBLESHOOTING & RECONCILIATION
• Reconciling Loans
• Reconciling Fixed Assets
• Reconciling Receivables/Payables
• Reconciling Inventory• Reconciling PayPal/Stripe
• Reconciling Expenses
SOFTWARE CERTIFICATIONS:
- QuickBooks Certified ProAdvisor
- Xero Certified Advisor
- Xero Payroll Certified
- Hubdoc Certified
- BILL Expert Certified
- Gusto Payroll Certified
SOFTWARE EXPERTISE:
- QuickBooks Online
- Xero
- Hubdoc
- Saasant
-
- Gusto
- Trello
Stop letting bookkeeping overwhelm you. I’ll ensure your financials are accurate, up-to-date, and always ready for tax season—without the hassle. SET AN APPOINTMENT WITH ME so we can quickly address any pressing tasks and keep your finances on track.
Phone:
Gmail:
LinkedIn: www.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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