I am a QuickBooks Certified ProAdvisor (Gold Level) with proven hands-on practice in full-cycle bookkeeping - from managing QuickBooks Online accounts including bank integration, transaction categorization, AR/AP management, reconciliations, payroll entries, 1099 preparation, and financial reporting. Provides accurate monthly financial insights to support business decision-making and ensure positive cash flow management. Dedicated to maintaining clean, organized, and compliant financial records.
• Proficient in QuickBooks Online (QBO) product and service setup and management
• Creation and issuance of accurate customer invoices with proper service/product allocation
• Accurate bank transaction categorization using Add, Match, Transfer, and Record as Credit Card Payment
• Full management of Accounts Receivable (AR) and Accounts Payable (AP)
• Manual uploading and classification of bank and credit card transactions (Spent vs. Received)
• Monthly bank and credit card reconciliation
• Vendor setup and management
• Creation of bills, recurring transactions, payroll entries, and contractor records
• Preparation and processing of 1099 filings
• Generation of financial reports (Profit & Loss, Balance Sheet, Cash Flow, etc.)
• Conducting financial data analysis to evaluate company performance
• Monitoring company financial health including net income/loss and net worth status monthly
Experience: Less than 6 months
Comprehensive management of bookkeeping processes including transaction recording, bank reconciliation, AR/AP management, payroll entries, and monthly financial reporting.
Experience: Less than 6 months
Accurate classification of bank and credit card transactions using Add, Match, Transfer, and credit card payment recording to maintain clean and organized books.
Experience: Less than 6 months
Monthly reconciliation of bank and credit card accounts to ensure accuracy, prevent discrepancies, and maintain audit-ready financial records.
Experience: Less than 6 months
Efficient handling of invoicing, customer payments, vendor bills, recurring transactions, and expense tracking to ensure healthy cash flow.
Experience: Less than 6 months
Efficient handling of invoicing, customer payments, vendor bills, recurring transactions, and expense tracking to ensure healthy cash flow.
Experience: Less than 6 months
Generation and analysis of Profit & Loss, Balance Sheet, and Cash Flow reports to evaluate company profitability, net worth, and overall financial health.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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- Steven Rapposelli
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