Require detailed and accurate financial reports? I got you!
* Tons of bookkeeping and accounting experience
* Ecommerce | Bank and Credit Card Reconciliation | Payment Gateways
* Tech-savvy | Attention to details | Accurate
ACCOUNTING AND BOOKKEEPING
- Accurate financial transactions posted into accounting software
- All data was up-to-date and communicated with clients
- Accounts Receivable
- Accounts Payable
FINANCIAL REPORTS
- Timely submission of financial reports with supporting documents to ensure accuracy
- Balance sheets, profit and loss statements
- Bank Reconciliation and Expense tracking
ACCOUNTING SET UP
- Set up of accounting systems, chart of accounts and softwares (QuickBooks, Xero)
THIRD PARTY APP INTEGRATION AND SUPPORT
- Let's make your workflow smooth using this tools (A2x, Linkmybooks, Hubdoc,
BOOK CLEAN-UP
- Get your financials updated and tax ready with me! Utilizing problem solving abilities to identify discrepancies between financial documents and implement solutions accordingly
AUDIT SUPPORT
- Assisting external auditors during annual audits by providing requested information in a timely manner
**TOOLS AND APPS UTILIZE TO SCALE BUSINESS
- Accounting Software
QuickBooks | Xero | A2x | Linkmybooks | Hubdoc |
- Payroll
Gusto | Paylocity
- Bank, Credit Cards and Payment Gateways
American Express | Wells Fargo | Chase | Citibank | Peoples Bank | Wise and more
PayPal | Stripe | Shopify Installment| Amazon Pay| Afterpay and more
- E-commerce Platforms
Amazon | Shopify | eBay | Etsy | Walmart | Square | BigCommerce | SPS Commerce | Wayfair | Target
- Administrative Support
Google Drive | Google Sheets | Gmail | Meet | Calendar
Microsoft Excel | Microsoft Word
- Project Management Tools
Karbonhq | Trello | Airtable | Process Street | Practice Ignition
- Communication Tools
Slack | Zoom
- Others
LastPass | 1password
Let me handle your numbers using tools and software for streamline bookkeeping!
If you’re sold and think we’re a good fit…
Drop a personalized message and let me know…
What time works best for you for a discovery call?
Experience: 2 - 5 years
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