
Summera
Professional Bookkeeping and Accounting Specialist
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Full-Cycle Bookkeeping Support & Accounts Receivable Specialist
Core Home Fitness
Feb 2026 - Present • 3 mos
In this role, I provide comprehensive bookkeeping support with a specialized focus on maintaining pristine Accounts Receivable and transaction accuracy. I ensure that every dollar moving through the business is correctly tracked, categorized, and reconciled. Key Responsibilities & Achievements: Accounts Receivable Management: Streamlined the invoicing process and managed collections to improve business cash flow and reduce overdue accounts. Expert Categorization: Performed high-volume transaction categorization across multiple bank and credit card accounts, ensuring 100% alignment with the Chart of Accounts. Bank Reconciliation: Conducted monthly reconciliations to identify and resolve discrepancies, ensuring the balance sheet remains accurate and audit-ready. Financial Support: Assisted in the preparation of monthly Profit & Loss statements and Aging Reports to provide management with clear financial insights. Software Proficiency: Utilized cloud accounting tools to automate repetitive tasks and maintain organized digital records for year-end tax preparation.