ABOUT ME
I am a dedicated Expert QuickBooks & Xero Accountant with extensive experience working with businesses and firms in the US. I am here to help you grow your business by taking full charge of your finances and accounting database. With my expertise, I ensure your financial records are accurate, organized and actionable. Let’s make your financial journey a smooth, efficient and successful one!
ACCOUNTING TOOLS
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Drake Tax Software
- UltraTax CS
GENERAL SOFTWARE
- Microsoft Office
- Excel and Word
- Google Workspace
- Microsoft 365
- Asana
- Keeper
- HubDoc
- Dext
- Slack
CERTIFICATION
- QuickBooks Certified ProAdvisor
- Xero Advisor Certified
WHAT I CAN DO FOR YOU
COMPANY SET UP
- Set up QuickBooks Online Account
- Create Custom Chart of Accounts
- Use of QuickBooks Online Bank Feeds
- Import "Web Connect" Files
QUICKBOOKS CLEAN UP
- Clean up Balance Sheet Accounts
- Clean up Chart of Accounts
- Fix the Undeposited Funds
- Correctly allocate Personal Expenses
- Bank & Credit Card Reconciliation
- Merging Accounts/Vendors/Customers with the same names
- Inactivating Chart of Accounts/Vendors/Customers
- Clean up uncategorized Income and Expenses
BANK RECONCILIATION
- Bank Reconciliation preparation
- Statement Matching and Verification
- Identification and Resolution of Discrepancies
- Error Correction and Adjustment Entries
ACCOUNTS RECEIVABLE
- Create Invoices to Customers
- Posting Customer Payments
- Aging Reports and Analysis
- Customer Collection through email
- Customer Collection calls if necessary
- Customer Account Reconciliation
- Managing Customer Monthly Statements
ACCOUNTS PAYABLE
- Record Bill Payments
- Vendor Management
- Payment Processing
- Expense Coding and Classification
- Accounts Payable Reconciliation
- Aging Reports and Analysis
- Vendor Communication through email
FINANCIAL STATEMENTS
- Balance Sheet
- Profit and Loss
- Statement of Cash Flows
- Customer Reports
BONUS!
I have experience in Drake Tax software and UltraTax CS.
Q: WHY SHOULD YOU HIRE ME?
A: I have been doing bookkeeping for 11 years and I have the knowledge,
skills, and experience to handle your bookkeeping with accuracy, efficiency,
and attention to detail, giving you peace of mind and allowing you to focus on
growing your business.
Send me a message and let's get started on your project today!
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