I’m Elyssa Elaine Santos, a Virtual US Tax Preparer and Bookkeeper with expertise in Lacerte, ProXonnect, QuickBooks Online/Desktop, Xero, and SmartBooks. I support accounting firms and small businesses in managing their finances by accurately tracking and analyzing financial transactions. Known for strong attention to detail and a commitment to accuracy, I deliver reliable financial records and statements. In my role as a bookkeeper at an accounting firm, I managed the financial records for multiple entities and provided accurate, reliable financial reporting. Additionally, my skills and background span from accounting to AI automation.
Ways I Can Support Your Business:
• Conduct precise bank reconciliations and provide transparent financial reporting
• Deliver actionable insights and efficiency strategies that fuel sustainable growth
• Effective management of your financial data
• Ensure IRS compliance
• Compose and send professional client emails to request missing information like 1095A/B/C, 1099 DIV/NEC/INT/MISC/G/SA/R, Form 2553, etc.
• Maintain accurate and organized workpapers and tax documentation
• Foster friendly and professional client communication
• Organize database and relevant files
• IRS-compliant returns: Form 1040, Form 1065, Form 1120s
• Oversee document organization.
• Communicate with the internal team
Tools proficiency:
• QuickBooks Online
• QuickBooks Desktop
• Xero
• Lacerte
• ProConnect
Certificate:
• QuickBooks Online ProAdvisor
• PTIN holder
