I provide bookkeeping and accounting services to small and medium size businesses in various industries. Through my bookkeeping services, I help businesses understand their performance and opportunities, through the provision of a quarterly trend analysis.Nonprofit and social impact organizations are very close to my heart. For this reason, I provide a discounted rate on my monthly bookkeeping service to these entities. I believe we should all live a life of service and for causes beyond our own self-interest. I assist small businesses with their bookkeeping needs, through the provision of the following services: EACH MONTH: Enter all transactions into Quickbooks Online for the previous month. Categorize all transactions for the previous month. Reconcile all financial accounts. Such as bank, credit card, and loan accounts. Generate financial statements. Email clients' financial statements to them.QUARTERLY Prepare quarterly trend analysis of revenue and expenses. Email clients' financial statements to them.END OF FINANCIAL YEARAt the end of the financial year, clients are provided with a comprehensive digital package of all the financial reports that they require for their business purposes. Our tax package includes income statement, balance sheet, asset reconciliations, and general ledgers.The provision of a quarterly analysis of revenue and expenses is included in my bookkeeping package to all clients. This additional service feature has proven beneficial in helping clients maximize revenue opportunities and recognize areas in which they can reduce operating costs.ADDITIONAL SERVICES OFFERED:Catchup on backlog bookkeeping; Invoicing customers online and following up on past-due invoices;Cashflow projection;  Preparation of detailed financial statements with comparatives and accompanying notes; Analysis of specific key metrics; Job costing; Inventory management; Fixed asset management.

Directed the project evaluation and reporting process for all supported projects.

• Managed a portfolio of private clients.• Prepared financial statements for both trustee company and over 30 clients. • Managed the annual audit process and corporate functions for trustee company.• Coordinated the corporate administration services provided to clients.• Managed clients’ AML compliance process. Managed new clients’ due diligence procedure.

• Prepared financial statements and KPIs for over 15 assigned clients.• Processed investment and financial transactions for clients.• Managed clients’ AML compliance process. Managed new clients’ due diligence procedure.