I’m a QuickBooks Online Certified ProAdvisor bookkeeper with over 1 year of hands-on U.S. bookkeeping experience and almost 3 years of administrative clerical experience in a government organization.
Industries I've Worked With:
- Law Firms
- Roofing and Construction
- Healthcare and Medical
- Service-based business
Bookkeeping Qualifications:
- 1+ years of experience in U.S. bookkeeping
- QuickBooks Online Certified ProAdvisor Level 1
- Familiar with U.S. GAAP
Bookkeeping Tasks I Handle:
- Weekly bookkeeping (coding transactions for each client)
- Checking client communication in Keeper and attaching invoices to QBO
- Setting up and managing bank rules
- Bank, credit card, loan, and 3-way trust reconciliations
- Accounts Receivable reconciliations with 3rd party apps like Ignition, Customer Factor, Jobber, and Clearcare
- Quarterly payroll reconciliations and assisting with tax return reconciliations
- Reviewing Balance Sheet and Profit & Loss reports
- Basic invoicing in QBO
- Payroll recording in QBO based on payroll reports from ADP, Insperity, Integra, CAS, and Isolved
- w9 tracking and assisting 1099
Tools I Use:
- QuickBooks Online
- Gusto, ADP, CAS, Insperity, Integra
- Jobber, Customer Factor, Square, Ignition
- Google Workspace, Slack, Zoom, Microsoft Outlook
- Keeper, Sharefile, Citrix- Loom
Administrative Clerical Experience (Government Office):
- Receive and log procurement-related documents in a logbook and update the procurement monitoring sheet in Google Sheets for accurate tracking.
- Communicate with suppliers regarding purchase order deliveries, follow up on delayed deliveries, and requests for payment attachments.
- Prepare job orders and work orders to support payroll processing
- Prepare and send requests for quotations (RFQs) to various suppliers
- Send purchase orders (POs) to awarded suppliers and ensure proper documentation
- Create purchase requests and petty cash vouchers to facilitate employee expense reimbursements
Additional Skillset:
- Basic graphic design using Canva
- Tax preparation 1040 using UltraTax
About me:
- Can communicate in English (both oral and written)
- Can work in a fast-paced environment
- Can work with minimal supervision
- Core values are reliability, accountability, and continuous personal and professional development
I always strive to learn new things because it is one of my core values. I am a fast learner and open to growth.
