Current Employment Status:
Hired Full Time on Nov 13, 2024
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,
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.
Experience: 5 - 10 years
Certified Public Accountant
Experience: 5 - 10 years
Certified Quickbooks Advanced ProAdvisor Worked with International clients and US Bookkeeping firms.
Experience: 5 - 10 years
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