I help business in growing their business ensure a business's financial records are accurate, up-to-date, and compliant.
Areas of Expertise:
Managed day-to-day bookkeeping tasks for cooperative members and other clients across retail, e-commerce, and professional services industries.
Processed accounts payable (AP) and accounts receivable (AR) transactions accurately and on time.
Reconciled bank and credit card accounts monthly to maintain accurate financial records.
Generated financial reports including Profit & Loss statements, balance sheets, and cash flow reports to support cooperative decision-making.
Maintained general ledgers and prepared adjusting journal entries to ensure financial accuracy.
Managed payroll processing, including calculating employee wages, benefits, and deductions, and ensuring timely disbursement.
Ensured tax compliance by preparing and submitting necessary tax filings and reports in accordance with local regulations.
Performed administrative tasks such as organizing financial records, scheduling meetings, and coordinating communications between clients and accountants.
Prepared budgets and actual forecasts, analyzing variances and providing insights to support cooperative planning and decision-making.
Collaborated with cooperative management and accountants to prepare data for year-end financial and tax reporting.
Delivered exceptional client service by providing clear financial insights and maintaining strong communication
Tools and Software
Accounting Software(Xero and Quickbooks)
Google Sheets
Google Workspace
Microsoft Office Suite (Excel, Word, Powerpoint )
Editing Tools (Canva)
Communication Tools (Zoom, Slack )
Verified
