Detail-oriented and proactive Virtual Accountant/Bookkeeper with proven expertise in bookkeeping, financial reporting and Canadian tax support. Adept at managing end-to-end accounting workflows from transaction categorization to year-end closing, while ensuring accuracy, compliance, and efficiency. Skilled in QuickBooks Online, SAGE 50 Accounting (Canada) Excel, and Google Sheets, with a track record of streamlining processes, enhancing cash flow visibility, and resolving complex financial discrepancies. Recognized for delivering clear, actionable financial insights that help business owners drive growth and make confident, well-informed decisions.
Core Capabilities:
1. Smart Transaction Mapping – Accurate categorization in Sage 50 and QBO to maintain organized, audit-ready books.
2. Canadian Tax Compliance – GST/HST recording and summarization
3. Bank & Credit Card Reconciliation – Ensuring records align perfectly with financial institutions for error-free reporting.
4. Vendor & Customer Management – Optimizing lists for faster processing and better relationship tracking.
5. General Ledger Balancing – Thorough reconciliations for reliable financial statements.
6. Accounts Payable & Receivable Oversight – Timely processing, monitoring aging, and improving collection cycles.
7. Financial Data Conversion – Transforming PDF statements into clean, workable Excel reports.
8. Chart of Accounts Setup – Structuring for accurate reporting and easier navigation
Online Tools: Zoom, Google Workspace, Sage 50, QuickBooks Online, MS Teams, MS Office
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