I am a Certified Public Accountant (CPA) with 4 years of practical experience in tax preparation, full-cycle accounting, and bookkeeping for a variety of businesses. I am certified in both QuickBooks and Xero, and have consistently delivered accurate financial reports, maintained clean books, and ensured compliance with relevant regulations.
I bring with me my 4 years of bookkeeping experience with QuickBooks.
1. Managing and maintaining data in spreadsheet (Excel & Google)
2. Recording and categorizing daily income and expenses in QuickBooks Online and other accounting software (Xero & Wave)
3. Categorizing transactions in the bank feeds
4. Reconciling bank and credit card accounts
5. Preparing accurate Profit & Loss, Balance Sheet, and Cash Flow reports
6. Tracking income and expenses
7. Setting up Chart of Accounts
8. Cleanup and Catchup Books with 3-4 years of backlog transactions
9. Applying and maintaining bank rules for efficiency
10. Managing Accounts Payable and Accounts Receivable
