Bachelor of Science in Accounting Technology
University of Saint La Salle
Hi! I’m a certified Xero Bookkeeper with a unique blend of expertise in financial management and Salesforce. I’m dedicated to helping businesses streamline their accounting processes, ensuring compliance, and optimizing efficiency with tailored financial solutions. With my combined expertise in Xero and Salesforce, I ensure that your financial systems work seamlessly with your CRM for better decision-making and operational efficiency. My goal is to provide you with accurate, timely, and insightful financial services that enable you to focus on growing your business.
University of Saint La Salle
Liens and Claims to a Canadian Client
-Conduct thorough lien searches on vehicles to ensure they are lien-free before processing payments.
- Utilize provincial lien registries (e.g., Personal Property Security Act - PPSA) to verify lien statuses.
- Update and organize internal systems or databases with lien status and payment information.
- Coordinate with dealerships, financial institutions, and vehicle owners to resolve lien-related issues.
- Liaise with lenders or lienholders to request lien discharges when required.
- Provide timely updates to the dealership team regarding lien clearance status.
- Collects lien release letters and payout documents from the dealerships.
Accounts Payable
- Record and process vendor invoices, expense reports, and other payables in QuickBooks.
- Ensure proper coding and classification of expenses.
- Monitor due dates to ensure timely payments and avoid late fees.
- Releasing of check payments to suppliers
- Bank reconciliation
Data Encoding and Accounting Support
- Input financial transactions, including expenses and revenues, into the Peachtree system.
- Maintain accurate and up-to-date records in the accounting software.
- Enter and organize data related to costing reports accurately and efficiently.
- Verify data for accuracy and completeness before submission.
- Maintain confidentiality and secure storage of financial documents.
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Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.