
FinBooks
Professional Bookkeeper QuickBooks Online ProAdvisor 8 Years US, UK, Australia
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Tech Hub PS • Freelance
Dec 2022 - Present • 3 yrs 11 mos
Efficiently managed accounts, payables, and receivables for diverse projects across the USA and Canada. Proficient in preparing and managing customer invoices using QuickBooksOnline. Led project tracking initiatives, individually analyzing costs and ensuring profitability in QuickBooks Online's advanced version. Successfully tracked and managed payments to contractors. I effectively communicated with customers to make sure that they were able to collect the receivables. Verified and managed incentives for project managers. Executed month-end reconciliation procedures to maintain accurate financial records. Proficient in reconciling credit card transactions to ensure financial accuracy. Implemented comprehensive reporting in Smartsheet, tracking monthly project revenue, costs, and incentive amounts. Demonstrated strong organizational and communication skills through effective management of email communications. Generated and presented weekly reports on Accounts Receivables and project profitability. Ensured the completeness of revenue and receivables by meticulously cross-matching financial records and transactions. Prepared CVP Analysis of cost and revenue to verify whether the project is viable and whether all costs incurred are recorded. Ensure compliance with all Local laws and regulations. Prepared month-end financials to assess the company’s performance and analyze the improvement areas.
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david_lennox2

Estados Unidos
Came back for a second project and the experience was just as smooth. The seller understood the requirements, handled the work professionally, and delivered a useful result. Glad I chose to work with them again!

alistairhenshaw

Estados Unidos
Seriously fantastic experience. Seller took my messy bank statement Excel and turned it into a clean, professional Profit & Loss statement for the last quarter (July–September). She was fast, understood the small category change I needed right away, and delivered a report that is accurate, well-organized,...

victoria_adam0

Canadá
The seller provided a well-organized Excel report with useful summaries and clear notes on the items needing further review. The work was presented professionally and made it easier to understand the available financial data. Good experience overall.

henry_palmer1

Reino Unido
I am happy with how the seller handled my project. The process was straightforward, and I received clear, useful results without unnecessary back-and-forth. A reliable choice for anyone looking for help with their accounting records.

liam_james61

Estados Unidos
Very smooth setup from start to finish. Everything was explained clearly, the QuickBooks file was properly configured, and I was able to start using it without any confusion. Great work
