a certified QuickBooks Online ProAdvisor with a degree in Management Accounting and several years of experience in banking and bookkeeping. I currently help manage the books for a U.S.-based trucking business—handling everything bank reconciliations and day-to-day financial tasks. I enjoy working with small business owners and making their numbers easier to understand. If you need someone reliable, detail-oriented, and easy to work with, I’d love to support your business remotely.
ProVA
Notre Dame of Marbel University
- Manage day-to-day bookkeeping for a Texas-based transport company using QuickBooks Online.
- Reconcile monthly bank and credit card statements to maintain clean and accurate financial records.
- Track income and expenses, categorize transactions, and ensure proper documentation for tax readiness.
- Generate monthly financial reports (Profit & Loss, Balance Sheet, and Cash Flow) for client review.
- Coordinate directly with the client to resolve discrepancies and meet reporting deadlines.
- Assisted clients with data entry, invoicing, and financial record management using Excel and Quickbooks Online.
- Organized and maintained financial transactions to ensure accuracy and completeness.
- Reconciled bank and credit card transactions.
- Manage financial transactions and customer accounts with accuracy and efficiency.
- Assist clients with financial inquiries, deposits, withdrawals, and banking solutions.
- Maintain financial records, process payments, and ensure compliance with banking regulations.
- Conduct data entry, account reconciliation, and financial reporting to support business operations.
- Collaborate with teams to enhance customer service and streamline banking processes.
- Assisted in reconciling financial records and organizing invoices.
- Provided support in preparing financial reports and tracking expenses.
Setting up Chart of Accounts Connecting Bank Accounts Troubleshooting/Tuneup
Recording Bills/Invoice, Bank Reconciliation, Books Cleanup/Catchup
Products and Services, Track Inventory
Management Reports, Trial Balance, Balance Sheet, Cashflows
Manage employees, Payroll Setup, Tax Preparation