General - Start up - Create company file using your prefered accounting system
General - Migrate financial transactions from one accounting system to another
General - Full Cycle Bookkeeping using quickbooks desktop and online
General - Bank and Credit card reconciliation. Experienced handling around 10 CC and 40 checking accounts with one client.
General - Cleaning Messy Books and catching up for example from 2023 to current year
General - Fixing uncategorized Transactions or incorrect accounting
General - Catching Errors and discrepancies
General - Preparing financial Stements like P&L, Balance Sheet and cashflow
General - Budget vs actual analysis
General - File organization (Gdrive, Dropbox and Onedrive)
General - Automation (Excel formulas)
General - Moniitor your cashflow, your in and out of your money real time
General - Identify high expenditures
General - Simple but strategic advice based on the reports
Construction - Track every dollar spent on specific project
Construction - Track project profitability
Construction - Track how much was billed, collected and remaining balance per client
Construction - Categorize, class and track expenses per project for better job costing
Construction - I have the accounting idea when to capitalize and expense a transactions which is very important to preparing tax payment
Construction - Assist in Budget vs actual analysis
Construction - Invoicing the projects
Construction - Processing weekly payroll using connecteam
Real Estate Support - Rent Tracking, invoicing and tenant payent reconciliation
Real Estate Support - Rent Roll and Income Reporting
Real Estate Support - Expense allocation per building or property
Real Estate Support - Lease analysis
Real Estate Support - CAM Reconcilation
Verified