"Turn financial confusion into confidence. Reliable bookkeeping at your service."
Here's what I can do for you!
*Data Entry
-Input and verify data quickly and accurately in various systems.
-Maintain organized records and handle data updates with precision.
*Admin Assistant
-Manage scheduling, correspondence, and office tasks to support team efficiency.
-Assist with meeting preparations, file management, and office organization.
*Bookkeeping
a)1099 Vendor Preparation
-Gather, verify, and organize vendor data for 1099 compliance.
-Ensure accurate and timely filing to meet IRS requirements.
b) Set up New Company in Accounting
-Software Configure company settings, chart of accounts, and user roles in accounting software.
-Customize financial preferences to align with business needs.
c) Invoicing
-Generate and send accurate invoices to clients on time.
-Track payments and follow up on overdue accounts to maintain cash flow. d) Bank Categorization
-Classify bank transactions accurately to align with expense categories.
-Maintain organized financial records for better reporting.
e) Bank Reconciliation
-Compare bank statements with ledger entries to identify discrepancies.
-Resolve differences to ensure accurate cash balances and financial integrity.
*Executive Assistant
Support executives by managing calendars, travel, and communications.
Handle high-priority tasks, ensuring streamlined operations for top executives.
*Customer Chat Support
Provide timely responses to customer inquiries, resolving issues effectively.
Maintain a positive customer experience through clear, friendly communication.
TOOLS /APPS/SOFTWARE/BANKS NAVIGATED:
Accounting Software: QuickBooks Online /Desktop and Xero
Payment Gateways: Chase ,Lamar International Bank ,Simmons Bank, First National Bank, Stellar Bank, Clover Bank , Prosperity Bank , Bank of America, Independent Financial Bank
Communication Tools: Slack, WhatsApp,
Admin Task Productivity: Google Workspace , Dropbox
Project Management Tools:
Video Communication Platforms: Zoom , Loom, Calendly
Why Work With Me:
I bring precision, dedication, and 9 years of experience in bookkeeping and accounting-related tasks. Whether it's preparing 1099s, setting up a new company in accounting software, or managing invoicing and reconciliations, I ensure accuracy and efficiency in every detail. My goal is to support your financial needs seamlessly, so you can focus on growing your business with peace of mind.
Ready to streamline your bookkeeping?
Let’s connect and discuss how I can help enhance your financial organization and compliance.
Reach out today to get started!
Best,
PS.
YOU'RE LOSING YOUR TIME NOT DELEGATING ALL THE STUFF I CAN DO FOR YOU . *wink*
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: Less than 6 months
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