Certified Bookkeeper | QuickBooks & Xero Expert

I have solid experience using Microsoft Excel for various accounting and financial tasks, gained through academic projects, training, and hands-on application in bookkeeping-related activities. My Excel skills include: Creating financial reports such as income statements, balance sheets, and cash flow summaries Designing and managing spreadsheets for budgeting, expense tracking, and payroll calculations Using formulas and functions (e.g., VLOOKUP, SUMIF, IF statements, pivot tables) to automate calculations and analyze data Preparing charts and visual summaries to present financial insights clearly Organizing and cleaning large datasets for reporting and audit purposes Maintaining accurate and well-structured records for bookkeeping documentation Excel has been a key tool in my training and academic experience, allowing me to handle data with precision and present it in a professional and understandable format. I am confident in using Excel to support any financial or administrative task requiring attention to detail, speed, and accuracy.

Configured and set up accounting systems such as QuickBooks Online (QBO) and Xero, including chart of accounts, user roles, and permissions. Customized system settings to align with company financial processes and reporting requirements. Managed ongoing system administration tasks like bank feed integration, data imports, and software updates to ensure smooth operation and accurate financial data. Provided support and training to users to optimize system usage and troubleshoot issues.

Skilled in preparing, reviewing, and analyzing financial statements including balance sheets, income statements, and cash flow reports. Experienced in ensuring accuracy and compliance with accounting standards and company policies. Proficient in reconciling accounts, identifying discrepancies, and generating detailed reports for management decision-making. Familiar with preparing audit schedules and supporting internal and external audits. Able to improve financial reporting processes to increase efficiency and data integrity.

I am a Certified QuickBooks ProAdvisor, having undergone intensive training in QuickBooks Online through the official Intuit certification program. During this training, I developed hands-on experience in managing bookkeeping functions using the QuickBooks platform. My training included: Setting up and customizing QuickBooks Online accounts for different business types Recording and categorizing transactions (sales, expenses, assets, liabilities) Performing bank and credit card reconciliations Generating standard financial reports such as Profit & Loss, Balance Sheet, and Cash Flow Managing invoices, bills, and payments Understanding basic payroll setup and tax mapping in QuickBooks Although I have not yet handled a live client project, my certification has equipped me with the technical skills, accuracy, and software familiarity needed to provide efficient bookkeeping support using QuickBooks. I’m eager to apply this knowledge in a real-world setting and help businesses maintain organized and up-to-date financial records.

Experienced in maintaining accurate and up-to-date financial records, including recording daily transactions, managing accounts payable and receivable, and reconciling bank statements. Proficient in using accounting software to track expenses, prepare financial reports, and ensure data accuracy. Skilled in organizing financial documents, monitoring cash flow, and supporting month-end and year-end closing processes. Detail-oriented with strong commitment to confidentiality and compliance.

Experienced in preparing and filing various tax returns, including individual and business forms, ensuring compliance with local tax laws. Skilled in calculating taxable income, applying deductions and credits, and completing supporting documents such as schedules and remittance forms. Detail-oriented in reviewing tax documents for accuracy and timeliness, with up-to-date knowledge of tax regulations to optimize compliance and minimize liabilities.

Performed regular bank reconciliations by comparing company financial records with bank statements to identify and resolve discrepancies. Verified deposits, withdrawals, and outstanding checks to ensure accuracy and completeness of cash accounts. Prepared reconciliation reports and collaborated with finance teams to maintain up-to-date and accurate cash balances.

Managed accounts receivable by processing customer invoices, tracking payments, and following up on overdue accounts to ensure timely collection. Maintained accurate records of all transactions, reconciled accounts regularly, and prepared aging reports for management review. Coordinated with sales and finance teams to resolve billing discrepancies and improve cash flow.

Processed and recorded vendor invoices, ensured timely payment schedules, and maintained accurate accounts payable records. Reconciled supplier statements, resolved discrepancies, and coordinated with procurement and finance teams to verify invoice accuracy. Assisted in preparing payment reports and ensured compliance with company policies and payment terms.

Currently undergoing training in auditing using QuickBooks Online (QBO), learning to review and verify financial transactions, assess internal controls, and identify discrepancies within the system. Gaining hands-on experience in generating audit reports and using QBO tools to support audit processes.

Provided efficient administrative support to both local and international teams by managing daily operational tasks, ensuring smooth workflow and communication. Key responsibilities included handling email management, managing funnel/pipeline (GHL), preparing documents, scheduling meetings using Google Calendar, organizing digital files, and assisting with HR documentation and compliance processes. Utilized tools such as Google Workspace, Canva, and CapCut to support internal communication and content creation. Demonstrated strong attention to detail, time management, and the ability to work independently in a fast-paced remote work environment.