Certified Public Accountant | Quickbooks Advanced ProAdvisor

Overview

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

at $9.09/hour ($1,600.02/month)

Bachelors degree

Last Active

November 21st, 2024 (yesterday)

Member Since

October 14th, 2016

Profile Description

I am a Certified Public Accountant who helps small and medium business owners get their finances organized so they can focus on growing their businesses.

Softwares/Systems Used:
   Microsoft Office, Google Apps                        
   QuickBooks Online & Desktop
   Xero, SAP                                                       
   Photoshop
   Slack, Skype, Trello, Zoom                              
   Airtable, Voluum
   Appfolio
   Buildertrend

Online Accountant/Bookkeeper (January 2017-February 2024)
  I had clients from different countries, mostly from the USA: 
 
Clients’ type of businesses:
1. Accounting Firms
2. Property Management Companies
3. Tour agency
4. Construction Companies
5. Social Media Advertising Companies
6. Wine Merchandising
7. E-Commerce companies
8. Professionals/Service Companies
9. ERC Preparation*
 
Tasks performed:
--Client Onboarding
--Setting up Client’s QuickBooks account, creation/customization of the Chart
of Accounts, setting up Bank rules
--Book clean up
--Entering past and new transactions.
--Reconciliation of QB Record vs Bank and credit card accounts.
--Creation of invoices and bills.
--Budgets/Forecasts
--Processing payroll.
--Creating entries for Sales Tax.
--CRM audit.
--Creation of customized reports.
--Training other users (client’s staff) how to navigate QuickBooks, enter transactions and generate reports.
--Audit the QuickBooks records.
--Reporting my findings to owners.
--Regular reporting of client’s financials.
--Liaising with Tax accountant.
 
*For ERC
Preparation: Computation of the company’s Employee Retention Credit.