Profile Summary

Professional Bookkeeper & MBA | Expert in Accurate Financial Management I help businesses streamline their bookkeeping with over 9 years of accounting experience, an MBA, and certifications in QuickBooks and XERO. My services focus on maintaining accurate, compliant financial records while providing clear insights that drive growth. Whether you need full-cycle bookkeeping, tax preparation, or financial reporting, I ensure your finances are in expert hands, saving you time and money while delivering strategic support for your business goals. 📊 Specialties & Credentials: • MBA with 9+ years of experience in bookkeeping and accounting • Certified QuickBooks Online ProAdvisor & XERO Advisor • Expert in financial statements, tax preparation, and cash flow management • Skilled in using various accounting software for seamless financial operations 💡 Why Hire Me? • Accurate & Timely Financials: I ensure your financial records are always error-free, compliant, and ready for audits. • Actionable Insights: I generate custom financial reports that provide clear visibility into your business’s performance. • Time & Cost Efficiency: My efficient processes and use of top-tier software save you both time and money. • Strategic Support: With my business background, I can help align your financial management with broader business goals. 🌟 Unique Selling Points (USPs): • Dual Expertise in both finance and business, offering a comprehensive approach to financial management and growth. • Certified in Leading Software like QuickBooks, XERO, Hubdoc, and Gusto, ensuring efficiency and accuracy in managing your finances. • Commitment to Accuracy & Transparency, keeping you informed with regular updates and delivering results on time. 📌 Services I Provide: • QuickBooks and XERO setup • Full-cycle bookkeeping (Accounts Payable, Accounts Receivable, payroll) • Bank reconciliation, budgeting, forecasting, and cash flow management • Preparation of financial statements (Trial Balance, Profit & Loss) • Assistance with tax filings 💻 Software & Tools I’m Proficient In: • QuickBooks Online • XERO (including Payroll & Migration) • Hubdoc & Gusto (Payroll management) • BILL, Acumatica, A2X, Fathom & SaaSant Transactions • Microsoft Excel, Word, Outlook, and PowerPoint Let’s connect to elevate your financial management!

Software Expertise

• ChatGpt
• Fathom
• Google Drive
• GoogleSheets
• Hubdoc
• Microsoft Excel
• Microsoft Office
• ProConnect
• Quickbooks Online
• QuickBooks Payroll
• SaasAnt
• Slack
• Trello
• Wordpress
• Xero

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Xero Payroll Certified
• Gusto Payroll Certified
• Bill.com AR AP Certified
• Hubdoc Certified
• Certified Fathom Advisor
• A2X Certified