I’m a QuickBooks Online Certified ProAdvisor and BS Accountancy graduate with hands-on full-cycle bookkeeping experience for a U.S. construction company, backed by more than 7 years of experience in customer support and business operations.
My bookkeeping experience covers the complete accounting cycle in QuickBooks Online. I recorded and categorized 1,000+ financial transactions over 12 months, completed 24 bank and credit card reconciliations, managed Accounts Payable and Accounts Receivable, processed invoices and bill payments, recorded payroll and adjusting journal entries, and prepared monthly Profit & Loss, Balance Sheet, and Cash Flow Statements. The project was completed with organized and audit-ready books.
What makes my background different is that I also bring years of hands-on experience working with customer accounts, billing, payments, refunds, credits, and transaction-related issues. I handled 100–150 customer interactions daily, including more than 100 billing, payment, refund, and account inquiries, while maintaining approximately 95% transaction accuracy. I also achieved a 107% overall performance score and was recognized as a Top Performer and VIP Awardee for two consecutive years.
One of my most significant achievements came during the COVID-19 pandemic. The client program I supported was at risk of dissolution after customer volume dropped significantly. I continued supporting customer operations during that period, helping maintain service delivery and client confidence. The account was ultimately retained and later expanded through multiple hiring waves. This experience gave me a direct understanding of how consistent, accurate operations can contribute to protecting and growing a client relationship.
For bookkeeping clients, I can bring that same approach to the financial side of the business: keeping transactions properly recorded, accounts reconciled, invoices and bills tracked, payroll entries recorded, and financial reports prepared so the books remain organized and useful for decision-making.
What I Can Handle:
• Full-cycle bookkeeping using QuickBooks Online
• Recording and categorizing financial transactions
• Bank and credit card reconciliations
• Accounts Payable and Accounts Receivable
• Customer invoicing and payment recording
• Vendor bills and bill payments
• Payroll entries and adjusting journal entries
• Monthly Profit & Loss, Balance Sheet, and Cash Flow Statements
• Transaction verification and discrepancy investigation
• Billing, payment, refund, credit, and account-related support
• Excel and Google Sheets for financial and operational records
Key Results:
• 1,000+ financial transactions recorded and categorized across a 12-month accounting cycle
• 24 bank and credit card reconciliations completed
• 100–150 customer interactions handled daily
• 100+ billing, payment, refund, and account inquiries resolved daily
• Approximately 95% transaction accuracy maintained
• 107% overall performance score achieved against company KPIs
• Top Performer for 2 consecutive years
• VIP Awardee for 2 consecutive years
• Contributed to client account retention during the COVID-19 pandemic
• Supported subsequent program expansion through multiple hiring waves
If you’re looking for someone who can take ownership of the day-to-day bookkeeping while also understanding the customer, payment, and operational side of a business, my combination of accounting training, hands-on QuickBooks experience, and 7+ years of business operations experience can bring value to your team from day one.