• Managed financial records for small business clients to ensure accuracy and compliance.• Provided free consultations to help small business owners thrive and grow.• Utilized bookkeeping expertise to support clients in maintaining responsible financial practices.

 Manage accounts receivables and sales income accounts Keep up-to-date and accurate records Help the business align with relevant laws Maintain records to meet tax deadlines Manage bank feeds Categorize transactions Reconcile bank, credit card, and other current liability accounts Handle accounts payable as instructed by clients Prepare monthly bookkeeping reports such as P&L and Balance Sheet Keep an eye on balance revenues and the bottom line Prepare books for an accountant Additional services provided as neededBookkeeping Basics – For Do It Yourselfers’One-on-one learningFive (5) one-hour sessions for a fixed priceSelect personalize sessions and schedule times for instructionPayroll ServicesWork with clients to set up state, federal and local registrationAssist with employee forms and direct depositsProcess payroll, tax payments, and corrections as neededBookkeeping Advisory ServicesStarting a new businessDesigning systems for accurately and easily recording

• Cleanup Team - Hybrid position working both front and back office• Worked closely with team mates to gather information from QB Live Clients• Maintaining contact with QB Live Clients throughout the cleanup process• Reviewed company setup• Categorized transactions• Complete all balance sheet reconciliations• Verified payroll registers, documents, and journals• Checked for personal transactionsParticipated in weekly team meetings