Hey there! I'm your go-to pro for making things run like a well-oiled machine! With a passion for precision and an eye for detail, I'm your dedicated ally in ensuring everything works better and smoother for you and your clients.
SOFTWARE & TOOL PROFICIENCIES
-QuickBooks Online
-SAP ERP
- Service Titan , Housecall Pro
-Microsoft Excel | Google Sheets
-Hubdoc | Dext
-Keeper App
----------- Spend and Expense
-ClickUp
-Slack | Microsoft Teams
-Google Workspace
-Microsoft Outlook
Here’s what I can help you with:
-Daily transaction categorization
-Invoicing and bill entry via QuickBooks Online
-Reconciling customer/vendor ledgers (accurate application of payments & credit memos)
-Accounts Receivable (A/R) and Accounts Payable (A/P) monitoring and reporting
-Bank, credit card reconciliations and Loan reconciliation
-Journal and adjusting entries
-Financial reporting: Profit & Loss, Balance Sheet, and Cash Flow
-Books are accurate and updated
Why hire me?
-Quality work, promptly delivered
- You're my #1 focus - short or long term
- Save your precious time - I'll tackle the tedious tasks
You can view my video introduction here
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A glimpse of how I do QBO categorization
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and my QBO certificate here
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