Expert Bookkeeper|QuickBooks & Xero Specialist

I have extensive experience using QuickBooks to manage and optimize financial operations for various clients. My expertise includes: Full-Cycle Bookkeeping: Managed accounts payable/receivable, payroll, and monthly financial close processes. Bank Reconciliation: Ensured accurate and up-to-date financial records by reconciling bank and credit card transactions. Invoicing and Payments: Created and tracked invoices, managed overdue payments, and improved cash flow. Financial Reporting: Generated key reports (P&L, balance sheets, cash flow) to provide actionable financial insights. Expense Tracking: Monitored and categorized expenses for budgeting, forecasting, and tax purposes. Tax Preparation: Organized financial data for tax compliance and simplified filing. Multi-Client Management: Customized QuickBooks setups to meet unique client needs. Third-Party Integrations: Integrated payment gateways and time-tracking apps to enhance efficiency.

I have extensive experience managing financial operations for various clients using QuickBooks. My skills include: Full-Cycle Bookkeeping: Handling accounts payable/receivable, payroll, and month-end close. Bank Reconciliation: Ensuring accuracy by reconciling bank and credit card transactions. Invoicing & Payments: Managing invoices, tracking payments, and improving cash flow. Financial Reporting: Producing key reports like P&L, balance sheets, and cash flow statements. Expense Tracking: Categorizing expenses for budgeting, forecasting, and tax purposes. Tax Preparation: Organizing data for tax compliance and simplifying filing. Multi-Client Management: Customizing QuickBooks setups for diverse client needs. Third-Party Integrations: Connecting QuickBooks with payment gateways and other tools for efficiency.

Sales Credit Finance Industry – Bookkeeper (3 Years) Managed and updated financial records for the sales credit finance industry, ensuring all transactions were accurately recorded and categorized. Calculated and settled a 5% allowance for bad debts, minimizing potential losses and ensuring accurate reflection of receivables on financial statements. Reconciled accounts regularly, identifying discrepancies and resolving them promptly to maintain accurate and up-to-date financial data. Ensured compliance with industry regulations and financial standards, reducing the risk of errors or penalties during audits. Collaborated with internal departments to generate detailed financial reports, providing insights into financial performance and helping management make informed decisions. Freelance Bookkeeping Provided bookkeeping services for various clients using accounting software such as QuickBooks and Xero. Managed the full cycle of accounting tasks, including accounts payable/receivable, payroll processing, and tax preparation. Delivered accurate, timely financial statements such as income statements, balance sheets, and cash flow statements, ensuring clients had a clear picture of their financial position. Assisted clients in streamlining their financial processes, identifying cost-saving opportunities, and improving overall financial efficiency. Maintained a high level of accuracy and attention to detail, ensuring all records were compliant with financial regulations and best practices.