Services Offered

A. Bookkeeping & Accounting Support

• Recording financial transactions using accounting software (QuickBooks, Xero, Wave, etc.)

• Managing accounts payable and receivable

• Bank and credit card reconciliations

• Generating financial statements and reports

• Assisting with budgeting and financial forecasting

  
  

B. Invoice & Expense Management

• Creating and sending invoices

• Tracking payments and outstanding balances

• Managing expense reports and reimbursements

  
  

C. Financial Data Entry & Analysis

• Organizing and categorizing financial data

• Identifying trends and providing insights for cost-saving strategies

• Maintaining financial databases and records

  
  

Tools & Software Expertise

• QuickBooks Online/Desktop

• Microsoft Excel (Advanced)

• Google Sheets, Docs, Presentation

• Canva (for financial report visualization)

• Joist

• Trello
• Financial Management

Work Experience

Bookkeeping & Financial Assistance | Da H-Andy Mann

Used Joist for invoicing and tracking payments

Reconciled multiple bank accounts (Zelle, Venmo, credit cards)

Implemented Trello for task management and workflow tracking

Assistant Financial Manager | WA Construction

Managed financial transactions, monitored company expenses, and provided financial reports for decision-making.

Civil Engineering Estimates Intern | F. GURREA Construction Inc.

Handled financial estimates and cost analysis, ensuring accurate documentation of project expenses.

Sample Work & Projects

I. Screenshots of organized financial spreadsheets 

II. Sample Joist invoice with detailed tracking

III. Task management workflow in Trello

Client Testimonials

"Kathleen has been instrumental in keeping our financial records in check. Her attention to detail and timely reporting have greatly helped our business stay financially organized."
— Engr. Wilmer, WA Construction

"Reliable, efficient, and knowledgeable in software applications! Kathleen made managing my business finances so much easier."
— Engr. Xavier Altamera, Mindcraft

Why Work With Me?

• Strong financial acumen and analytical skills

• Highly organized and detail-oriented

• Experience with various accounting software and tools

• Commitment to confidentiality and data security

• Efficient and deadline-driven