I'm a dedicated bookkeeper helping real estate investors and small business owners keep their finances clear and organized, freeing up their time to focus on growing their businesses.
ERMA Transport Services: Streamlined financial processes and improved cash flow tracking, resulting in fewer errors and clearer financial visibility for informed business decisions.
QuickBooks Online Internship (Landscaping, Oil, Printing Industries): Efficiently handled day-to-day bookkeeping, timely reconciliations, and accurate financial reports, ensuring smooth month-end closings.
Current Energy LLC: Facilitated a seamless transition to NetSuite accounting software by accurately migrating and verifying financial data, ensuring zero downtime.
Our Lady of Miraculous Medal Chapel: Improved financial transparency and accuracy by diligently managing tithes, offerings, and reconciling bank deposits, strengthening community trust.
Agro-Trade Integrated Ventures Corp.: Enhanced company cash flow through efficient invoicing, payment collection, and proactive credit checks, significantly reducing overdue payments.
Let's connect—I'd love to bring financial clarity and peace of mind to your business!
Experience: 6 months - 1 year
Gained practical bookkeeping experience using Xero, including managing transactions, invoicing, bank reconciliations, and preparing accurate financial reports through structured training and mentorship from expert Xero advisors
Experience: 10+ years
Extensive experience managing bookkeeping tasks using QuickBooks Desktop, Enterprises, and Online. Successfully streamlined financial processes, ensured accurate invoicing and bank reconciliations, and smoothly transitioned accounting systems, helping multiple businesses maintain accurate and organized financial records.
Experience: Less than 6 months
"Handled accurate monthly bank reconciliations for US-based clients in landscaping, oil, and printing industries, ensuring precise financial records and smoother month-end closing processes.
Experience: 5 - 10 years
Managed accurate invoicing and collections at Agro-Trade, improving cash flow by minimizing overdue payments. Ensured transparency and proper recording of chapel donations, maintaining trust and accuracy
Experience: 10+ years
Over 10 years handling daily bookkeeping tasks like recording transactions, invoicing clients, managing payments (Accounts Receivable and Payable), and performing bank reconciliations. Consistently provided accurate, organized financial records, helping businesses run smoothly and efficiently.
Experience: 2 - 5 years
Experienced in managing complete inventory cycles from raw materials to finished products in a manufacturing setting. Accurately tracked inventory levels, streamlined audits, and provided timely inventory reports, resulting in reduced shortages and better cost control.
Experience: 1 - 2 years
Handled Accounts Payable tasks, accurately recording bills, ensuring timely payments, and properly categorizing expenses for businesses in trucking, energy, landscaping, oil, printing, and nonprofit sectors. Maintained organized records, enhancing overall financial clarity and effective cash management
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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