Helping business owners gain clarity, control, and confidence in their finances.
I am a detail-oriented Bookkeeper & Finance Operations Specialist with over 2 years of hands-on experience supporting businesses through accurate bookkeeping, financial reporting, cash flow management, and finance operations.
I specialize in QuickBooks Online and ensure that financial records remain accurate, organized, and up to date, allowing business owners to focus on growing their business with confidence.
My areas of expertise include:
• QuickBooks Online Bookkeeping
• Daily Transaction Recording & Categorization
• Bank & Credit Card Reconciliation
• Accounts Receivable (AR) & Accounts Payable (AP)
• Payroll Processing (Hubstaff & Patriot Software)
• Profit & Loss, Balance Sheet & Cash Flow Reports
• Cash Flow Monitoring & Forecasting
• Financial Analysis & Reporting
• HR & Administrative Support
What sets me apart is my experience in daily financial operations.
Rather than simply recording transactions, I monitor the overall financial health of the business by reviewing daily cash balances, bank accounts, credit card balances, recurring subscriptions, outstanding liabilities, incoming revenue, and operating expenses. This helps business owners understand where their money is going, identify potential cash shortages before they happen, and make informed financial decisions.
I also perform cash flow forecasting, tracking projected cash balances over the next 30 to 90 days to help businesses prepare for upcoming expenses, manage working capital, and maintain healthy cash flow.
In addition to bookkeeping, I have experience designing finance dashboards and internal finance applications that give business owners a centralized view of their financial performance. These systems are designed to monitor:
• Cash Flow
• Bank & Credit Card Balances
• Income & Expenses
• Monthly Profit & Loss
• Balance Sheet
• Recurring Revenue & Subscriptions
• Financial KPIs and Business Performance
By combining bookkeeping with finance operations and system improvement, I help businesses move beyond simply keeping their books updated. I help them gain better visibility into their finances and make data-driven decisions.
I am organized, dependable, proactive, and committed to delivering accurate financial information on time. Whether it's maintaining clean books, improving financial processes, monitoring cash flow, or supporting day-to-day finance operations, I always strive to provide value that contributes to the long-term success of the business.
If you're looking for someone who can do more than bookkeeping, someone who can help you understand your numbers, improve your financial processes, and support smarter business decisions, I would be excited to become part of your team.
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