Top 15 Bookkeeper Interview Questions | Upwork

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1. How do you keep accurate financial records when managing multiple accounts?

Purpose: This question helps assess the candidate's ability to maintain accuracy and attention to detail when handling financial records.

Answer: "I stay organized and double-check all financial data. I use accounting software like QuickBooks and Excel to reconcile financial statements against bank statements, making sure there are no discrepancies. I also use to-do lists for regular checks to keep everything accurate."

Why it works: This answer highlights the candidate's attention to detail and their use of technology to maintain accuracy.

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2. Describe your experience with bookkeeping software like QuickBooks.

Purpose: Understanding the candidate's proficiency with bookkeeping software is essential to gauge their ability to manage financial transactions efficiently.

Answer: "I have used QuickBooks extensively in my previous role, handling tasks from managing accounts receivable and payable to generating financial reports like balance sheets and cash flow statements. I also streamline bookkeeping processes by setting up automated workflows within the software."

Why it works: This answer demonstrates hands-on experience with QuickBooks, showing technical skills and efficiency in managing daily tasks.

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3. How do you handle discrepancies in financial records?

Purpose: This question assesses the candidate's problem-solving skills and attention to detail when handling financial inconsistencies.

Answer: "When I spot a discrepancy, I first cross-check the financial records against source documents like bank statements or invoices. I then trace the financial transactions to pinpoint the error. Once identified, I rectify the issue immediately and implement measures to prevent similar discrepancies from recurring."

Why it works: This answer showcases the candidate's strong problem-solving skills and commitment to accuracy.

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4. How do you manage multiple financial statements while ensuring you meet deadlines?

Purpose: Time management and organization are essential for managing multiple financial statements and deadlines.

Answer: "I prioritize tasks based on deadlines and urgency. I use project management tools and to-do lists to organize my workload. For larger tasks like preparing income statements, I break them down into smaller, manageable steps to stay on track and see that everything is completed on time."

Why it works: This answer demonstrates strong time management skills and the ability to manage competing priorities efficiently.

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5. How do you communicate financial insights to non-financial stakeholders?

Purpose: This question evaluates the candidate's ability to translate technical financial data into actionable insights for business owners and other non-financial team members.

Answer: "I tailor my communication to the audience, breaking down complex financial information into simple, understandable terms. For example, when discussing cash flow statements with business owners, I focus on how it impacts short-term cash availability and long-term financial health."

Why it works: The answer demonstrates the candidate's ability to communicate effectively with diverse stakeholders.

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6. How do you align your bookkeeping tasks with accounting principles?

Purpose: This question assesses the candidate's knowledge of standard accounting principles and their ability to apply them to bookkeeping practices.

Answer: "I follow Generally Accepted Accounting Principles (GAAP) to keep all financial transactions recorded accurately and consistently. Whether tracking liabilities on the balance sheet or using the accrual method, I make sure everything follows standard practices."

Why it works: This answer emphasizes the candidate's commitment to reliable and compliant financial records by adhering to best practices.

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7. How do you approach maintaining the general ledger?

Purpose: This question assesses the candidate's experience with day-to-day bookkeeping tasks and maintaining the general ledger.

Answer: "I update the general ledger daily, recording all financial transactions from sales, expenses, and payroll. I also reconcile entries regularly with bank statements to ensure accuracy. At month-end, I review the ledger in detail to confirm everything is ready for preparing financial reports."

Why it works: The answer demonstrates a methodical approach to managing the core responsibility of bookkeeping.

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8. What role do certifications play in your bookkeeping experience?

Purpose: This question helps assess the candidate's commitment to professional development and staying current in the field.

Answer: "I hold certifications in QuickBooks and am a Certified Bookkeeper through the American Institute of Professional Bookkeepers (AIPB). These certifications reflect my technical skills and show my commitment to staying updated on the latest bookkeeping practices."

Why it works: The answer highlights the candidate's professional development and commitment to continuous improvement.

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9. How do you prioritize your workload and meet deadlines?

Purpose: This question helps assess the candidate's initiative and problem-solving skills in creating more efficient workflows.

Answer: "In my previous role, I set up a digital system to automate recording financial transactions from invoices, significantly reducing manual data entry. This enabled our team to focus on more important tasks and improved the accuracy of our financial records."

Why it works: The answer demonstrates a proactive approach to process improvement and an understanding of how to streamline operations.

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10. How do you use Excel to assist in your bookkeeping tasks?

Purpose: Excel is a widely used tool in bookkeeping, and this question helps gauge the candidate's proficiency with it.

Answer: "I use Excel to track financial data, create templates for financial statements, and run data analysis using pivot tables and formulas. It's particularly useful for creating detailed reports and visualizing trends, which provide valuable insights for the business."

Why it works: This answer shows strong technical skills with Excel, a vital tool for bookkeepers.

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11. How do you make your financial reports clear and actionable for business owners?

Purpose: This question evaluates the candidate's ability to prepare financial reports that provide key insights for business owners.

Answer: "I create financial reports that highlight the company's financial health, clearly presenting key metrics like profit margins, liabilities, and cash flow. I also add forecasting elements to support informed decision-making for business owners."

Why it works: This answer demonstrates the candidate's skill in presenting financial data in an informative and actionable way.

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12. How do you handle tight deadlines during the month-end close process?

Purpose: This question assesses the candidate's time management skills and their ability to work efficiently during high-pressure periods.

Answer: "I prioritize tasks, such as reconciling accounts early in the month to avoid a last-minute rush. I also collaborate closely with other team members to promptly update all financial data so I can meet month-end deadlines without compromising accuracy."

Why it works: This response demonstrates proactive planning and strong decision-making under pressure.

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13. What strategies do you use to maintain strong interpersonal skills in a busy work environment?

Purpose: Soft skills, such as interpersonal skills, are essential for a bookkeeper to communicate effectively with their team.

Answer: "I maintain clear communication by regularly checking in with my team members and providing updates on financial tasks. I also practice active listening to understand any concerns or questions, which helps build strong relationships even in a fast-paced work environment."

Why it works: This answer shows the candidate's ability to navigate the dynamics of teamwork and maintain positive relationships in the workplace.

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14. How do you prioritize tasks when managing multiple bookkeeping tasks simultaneously?

Purpose: This question helps assess the candidate's ability to balance multiple responsibilities and manage time effectively.

Answer: "I assess tasks based on their impact on the financial health of the business and their urgency. For example, I prioritize reconciling accounts or addressing any discrepancies in financial records before moving on to other tasks. This helps me address critical issues first."

Why it works: This answer highlights strong decision-making and time-management skills.

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15. What steps do you take to stay current with new bookkeeping practices and trends?

Purpose: This question assesses the candidate's dedication to keeping up with the evolving field of bookkeeping.

Answer: "I regularly attend industry webinars, participate in relevant LinkedIn groups, and keep up with accounting publications. I also pursue certifications when necessary to stay up-to-date with new bookkeeping processes and accounting principles."

Why it works: This answer reflects a commitment to continuous learning and staying current in the field.

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$37 hourly
Kirsten v.
- 5.0
- (9 jobs)
Boesmansriviermond, EC
Bookkeeping
Content Editing
Social Media Marketing
Facebook
Translation
English
German
Google Workspace
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Microsoft Excel
Customer Service

I’m a multi-skilled professional who thrives on versatility. My 40-year career spans administration, bookkeeping, translation (EN↔DE), customer service, operational management, hospitality leadership, education support, design, research, marketing assistance, and much more. I integrate all these skills into meaningful support that improves business flow, enhances organisation, and solves problems across many domains. What sets me apart is my ability to wear many hats without compromising quality. I adapt quickly, learn continuously, and bring a steady, solution-driven approach to every environment. If your operations, team or business needs someone reliable who can handle diverse tasks with competence and care — let’s connect. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Ich bin eine vielseitige Fachkraft, die sich durch ihre Vielseitigkeit auszeichnet. Meine 40-jährige Karriere umfasst die Bereiche Verwaltung, Buchhaltung, Übersetzung (EN↔DE), Kundenservice, Betriebsmanagement, Führungsaufgaben im Gastgewerbe, Bildungsförderung, Design, Forschung, Marketingunterstützung und vieles mehr. Ich integriere all diese Fähigkeiten in eine sinnvolle Unterstützung, die den Geschäftsablauf verbessert, die Organisation optimiert und Probleme in vielen Bereichen löst. Was mich auszeichnet, ist meine Fähigkeit, viele Aufgaben zu übernehmen, ohne dabei Kompromisse bei der Qualität einzugehen. Ich passe mich schnell an, lerne kontinuierlich dazu und bringe in jede Umgebung einen beständigen, lösungsorientierten Ansatz mit. Wenn Ihr Betrieb, Ihr Team oder Ihr Unternehmen jemanden braucht, der zuverlässig ist und vielfältige Aufgaben kompetent und sorgfältig erledigt, dann lassen Sie uns in Kontakt treten. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit
$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Bookkeeping
Ecommerce
Xero
MYOB Administration
Google Docs
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report
Tax Preparation

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$10 hourly
Waqas A.
- 5.0
- (6 jobs)
Lahore, PB
Bookkeeping
Database
Market Research
Social Media Management
General Transcription
Content Writing
QuickBooks Online
Accounts Payable Management
PDF Conversion
Accuracy Verification
Computer Skills
Financial Accounting
Accounting Basics
Accounting Software

I have currently done my Bachelor Degree in BBA (Bachelor's degree in Business). I have a good grip in bookkeeping, Accounting, Quickbooks, and Inventory management. I also have basic computer skills which are required for accountants. I always pay extra attention to the details of the working paper and focus on accuracy as well as an excellent presentation for reviewers. I am very tech-savvy, know Excels and many more apps. I use upwork-call, skype or zoom, so we can screen share and get work done efficiently. Self-review skill is my key attribute for performing every task. KNOWLEDGE: * Financial accounting * Management accounting Skills: -Data Entry -Content Writing -Conversion of Documents -Income statement, Balance sheet, Statement of Cash Flows -Bookkeeping -Cash vs Accrual -Accounts Receivable & Payable -Depreciation & Amortization -Excel -Worksheets -VLOOKUP & IF functions -Tables, Graphs & Charts - Preparation of invoices, Bills, Journal Entrie My objective is to provide high-quality services to my clients in the fields of Accounting. I am very passionate about my work, reliable, and conscientious of both deadlines and working within the client budget. I will do my best effort to do your projects in the time agreed and with high quality. Your satisfaction and timely delivery are my highest priorities.

$37 hourly
Kirsten v.
- 5.0
- (9 jobs)
Boesmansriviermond, EC
Bookkeeping
Content Editing
Social Media Marketing
Facebook
Translation
English
German
Google Workspace
General Transcription
Office Administration
Administrative Support
Microsoft Office
Audio Transcription
Microsoft Excel
Customer Service

I’m a multi-skilled professional who thrives on versatility. My 40-year career spans administration, bookkeeping, translation (EN↔DE), customer service, operational management, hospitality leadership, education support, design, research, marketing assistance, and much more. I integrate all these skills into meaningful support that improves business flow, enhances organisation, and solves problems across many domains. What sets me apart is my ability to wear many hats without compromising quality. I adapt quickly, learn continuously, and bring a steady, solution-driven approach to every environment. If your operations, team or business needs someone reliable who can handle diverse tasks with competence and care — let’s connect. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Ich bin eine vielseitige Fachkraft, die sich durch ihre Vielseitigkeit auszeichnet. Meine 40-jährige Karriere umfasst die Bereiche Verwaltung, Buchhaltung, Übersetzung (EN↔DE), Kundenservice, Betriebsmanagement, Führungsaufgaben im Gastgewerbe, Bildungsförderung, Design, Forschung, Marketingunterstützung und vieles mehr. Ich integriere all diese Fähigkeiten in eine sinnvolle Unterstützung, die den Geschäftsablauf verbessert, die Organisation optimiert und Probleme in vielen Bereichen löst. Was mich auszeichnet, ist meine Fähigkeit, viele Aufgaben zu übernehmen, ohne dabei Kompromisse bei der Qualität einzugehen. Ich passe mich schnell an, lerne kontinuierlich dazu und bringe in jede Umgebung einen beständigen, lösungsorientierten Ansatz mit. Wenn Ihr Betrieb, Ihr Team oder Ihr Unternehmen jemanden braucht, der zuverlässig ist und vielfältige Aufgaben kompetent und sorgfältig erledigt, dann lassen Sie uns in Kontakt treten. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit
$12 hourly
Jenifer M.
- 4.9
- (31 jobs)
Baguio, BENGUET
Bookkeeping
Ecommerce
Xero
MYOB Administration
Google Docs
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report
Tax Preparation

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 8 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$10 hourly
Waqas A.
- 5.0
- (6 jobs)
Lahore, PB
Bookkeeping
Database
Market Research
Social Media Management
General Transcription
Content Writing
QuickBooks Online
Accounts Payable Management
PDF Conversion
Accuracy Verification
Computer Skills
Financial Accounting
Accounting Basics
Accounting Software

I have currently done my Bachelor Degree in BBA (Bachelor's degree in Business). I have a good grip in bookkeeping, Accounting, Quickbooks, and Inventory management. I also have basic computer skills which are required for accountants. I always pay extra attention to the details of the working paper and focus on accuracy as well as an excellent presentation for reviewers. I am very tech-savvy, know Excels and many more apps. I use upwork-call, skype or zoom, so we can screen share and get work done efficiently. Self-review skill is my key attribute for performing every task. KNOWLEDGE: * Financial accounting * Management accounting Skills: -Data Entry -Content Writing -Conversion of Documents -Income statement, Balance sheet, Statement of Cash Flows -Bookkeeping -Cash vs Accrual -Accounts Receivable & Payable -Depreciation & Amortization -Excel -Worksheets -VLOOKUP & IF functions -Tables, Graphs & Charts - Preparation of invoices, Bills, Journal Entrie My objective is to provide high-quality services to my clients in the fields of Accounting. I am very passionate about my work, reliable, and conscientious of both deadlines and working within the client budget. I will do my best effort to do your projects in the time agreed and with high quality. Your satisfaction and timely delivery are my highest priorities.
$18 hourly
Shamila N.
- 5.0
- (5 jobs)
Islamabad, IS
Bookkeeping
Invoicing
Finance & Accounting
QuickBooks Online
Xero
AppFolio
ERP Software
Property Management
Virtual Assistance
File Management
Administrative Support
Executive Support
Account Management
Real Estate Marketing
Email Communication
Data Entry

As a versatile virtual assistant with over 12 years of hands-on experience in bookkeeping, financial statement reporting, budgeting, and real estate support (including acquisitions and dispositions), I am well-equipped to assist you with all aspects of your online work requirements. If you are overwhelmed to handle everything on your own or if you feel that your daily administrative responsibilities prevent you from accomplishing your goals and to-do list? Then I think I'm the best match for you. What can I give? Being an Accountant I can do, • Bookkeeping. • Bank Reconciliation and credit cards • Invoicing/billing and credit processing • Accounts Payable/Receivable Analysis • Month-end entry and processing • Downloading Transactions (Bank Feed) adding in the books. • Books Cleanup • General Ledger & balance sheet reconciliation • Processing all standard/recurring journal & month end journal entries • Inventory Management • Invoicing & Billing • Budgeting, Financial reporting and Analysis • Excel bookkeeping Software's Used: Xero, Appfolio and QuickBooks Online As an experienced Real Estate Virtual Assistant, I have vibrant knowledge of • Acquisitions of Properties, • Making Comps to generate offer • Sending Neighbor Letters • Use Sly broadcast for Audio follow ups • Create Property Ad’s for listing on various website. • Manage Real Estate Listings on platforms including FB marketplace, Land.com, Landlistings.com, Zillow, Craigslist etc • Property CRM Management (Investment Dominator, Pebble) • Implementing and creating marketing strategies to find properties to Sale / purchase • Design/create basic graphics and images for mailers, newsletters and flyers, to run social media campaign (using Canva software) • Running marketing campaigns on Kartra, Propstream, Mailchimp, Hubspot stc • I can respond to emails and able to build healthy relations with buyers. • Research for new leads and maintain CRM Database • Project Management • Command on MS Office • Maintain social media Calendar • Property research using Mapright, Realist, IMAPP, GISMap, County Assessors sites I am optimistic and always take my assignment with right attitude of learning new things. I always listen to my clients to analyze their ideas, then work efficiently to give best result to my clients. I ensure this through smooth communication regardless of the Time Zone. Client satisfaction is best attribute which lead me to perfection. I am available anytime. Let's talk!
$10 hourly
Iftikhar H.
- 4.8
- (4 jobs)
Gilgit, GB
Bookkeeping
Financial Analysis
Financial Modeling
Data Entry
Xero
Management Accounting
Intuit Proconnect Tax
QuickBooks Online
Accounting Basics
PayPal
Payroll Accounting
Tax Accounting
Invoicing
Account Reconciliation
Tax Return

Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
$35 hourly
Kim M.
- 5.0
- (37 jobs)
Wexford, L
Bookkeeping
Notion
General Transcription
Xero
English Tutoring
Inkscape
Payroll Accounting
Canva
Intuit QuickBooks
Email Communication
Microsoft Office
Typing
Data Entry

As a seasoned Executive Virtual Assistant (VA) with over 15 years of extensive experience in administrative, accounts, and support roles, I embody a well-rounded, dependable, and proactive approach to executive assistance. Having transitioned from the events industry in 2018, I bring a wealth of expertise honed through diverse roles and projects, demonstrating adeptness in managing various tasks and collaborating with individuals of diverse backgrounds. My support encompasses a wide array of administrative functions, including but not limited to calendar management, travel coordination, correspondence handling, property management, meeting minutes, and social media management. Furthermore, I excel in tasks such as bill payments, content creation, and maintaining organizational efficiency. Proficient in essential tools and platforms such as Xero, Quickbooks, Microsoft Office suite, Slack, Notion, Teams, and G Suite, I ensure seamless operations and effective communication within virtual environments. My capabilities extend to online research, data entry, and content writing, enriching the scope of assistance I provide. As a native English speaker from South Africa and a qualified TEFL instructor, I possess an exemplary command of the English language, guaranteeing clear and articulate communication in all interactions. My commitment to excellence is underscored by my ethos: "Quality means doing it right, even when no one is looking" – a sentiment epitomized by Henry Ford. Energetic, enthusiastic, and committed to continuous learning, I approach every task with dedication and a solution-oriented mindset. Thank you for considering my profile. I look forward to the opportunity to contribute to your success🚀
$75 hourly
Patrick P.
- 5.0
- (8 jobs)
Sunrise, FL
Bookkeeping
Office Administration
Accounting
Bank Reconciliation
Intuit QuickBooks
Accounts Payable
Accounts Receivable
Data Entry

If you are in need of an experienced professional who can organize your financials as well as support you in your growing business, let's talk! I am a business accountant with over 7+ years of experience and a proven track record of optimizing accounting systems, streamlining financial processes, ensuring compliance, and supporting sustainable growth by helping organizations gain deeper financial insights. I have worked in roles, as well as offer services from compliance bookkeeping and tax preparation to treasury analyst and fractional controller packages. 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝘁𝗶𝗲𝘀 • Training clients using QuickBooks Online • Maintaining accounting functions – accounts payable (AP), accounts receivable (AR), bookkeeping, account reconciliations, month-end financial reporting and statement preparation • Financial review calls with clients • Cash flow forecasting • Payroll administration • Tax preparation • Coordinate and correspond with Public Accounting and Legal firms on behalf of clients
$75 hourly
Shelby G.
- 5.0
- (32 jobs)
Clarksville, TN
Bookkeeping
Asset Management
Capital Expenditure
Buildium
QuickBooks Online
Accounts Receivable Management
Real Estate
Tax Preparation
Account Reconciliation
Microsoft Excel
Accounts Payable

I help real estate investors and service-based business owners clean up messy books, stay organized, and get accurate financials they can actually trust—without the stress. With 12+ years of accounting experience, I specialize in simplifying bookkeeping and creating clear, reliable systems that make month-end and tax season easier. Whether you need a clean-up, catch-up, or ongoing support, I keep the process straightforward and easy to understand—no confusion, no overwhelm. I have extensive experience working with real estate investors, including rentals, flips, and multi-entity structures. My work often involves tracking by property, handling loan activity and refinances, and ensuring everything is organized and ready for CPA review. I’ve worked extensively with platforms such as AppFolio, Buildium, DoorLoop, and REI Hub, including handling clean-ups, migrations, and ongoing bookkeeping across larger portfolios. Services: • Catch-up & clean-up bookkeeping • Monthly or quarterly bookkeeping • Software setup and organization • Chart of accounts creation (tailored to your business) • Transaction categorization and reconciliations • 1099 preparation and year-end support • Financial reporting with clear notes and explanations I work best with clients who value clear communication, organized systems, and a steady, low-stress approach to their finances. If you’re looking for reliable, stress-free bookkeeping and clear financials you can trust, feel free to reach out.
$50 hourly
Stacy C.
- 5.0
- (16 jobs)
Mendota, IL
Bookkeeping
Bill.com Accounts Payable
Wave Accounting
Accounts Receivable Management
Gusto
QuickBooks Online
Slack
Accounts Payable Management
Asana
Chart of Accounts
Bank Reconciliation
Intuit QuickBooks
Invoicing
Account Reconciliation
Microsoft Excel

QuickBooks proficient working with Account reconciliations, Journal Entries, Accounts Payable, Accounts Receivable, Payroll, Payroll & Sales Tax returns, and Cash Receipts. Detail oriented with solid ethics. Quick learner that is friendly and pleasant to work with. Previously worked as a full charge bookkeeper for several different types of industries. Currently a Team Lead for Bookkeeping firm overseeing the work of bookkeepers for 60 clients.
$45 hourly
Linda K.
- 5.0
- (8 jobs)
Hagen, NW
Bookkeeping
Light Bookkeeping
Personal Administration
Email Support
Email Communication
Virtual Assistance
Administrative Support
Customer Support
Scheduling
Organizer
Task Coordination

Hi there! I'm an experienced Virtual Assistant with a strong focus on organization, communication, and efficiency. I support entrepreneurs, small businesses, and busy professionals with administrative tasks, email management, calendar coordination, customer support, research, and more. 🔧 My Services Include: - Administrative Support: Calendar management, email inbox handling, data entry, travel planning - Social Media Management: Content planning, scheduling posts, basic graphic design, community engagement - Customer Support: Responding to inquiries, managing tickets, follow-ups, and complaint resolution - Online Research & Documentation Why work with me? ✅ Quick learner & proactive mindset ✅ Highly reliable and detail-oriented ✅ Clear, friendly communication ✅ Confidentiality and data security guaranteed I work independently, think ahead, and help lighten your workload—so you can focus on what matters most. Let’s connect and make your day easier—I'm ready to support your success!
$60 hourly
Lynn W.
- 4.7
- (80 jobs)
Nashville, GA
Bookkeeping
Accounts Receivable Management
Bank Reconciliation
Payroll Accounting
Microsoft PowerPoint
Intuit QuickBooks
Accounts Payable Management
Income Statement
Microsoft Excel

HIGHLIGHTS Remote Full charge bookkeeper for many industries. - QuickBooks certified with extensive Quick books experience in both service and sales areas. -Over 25 years of Experience Reconciliations are one of my favorite tasks. - completed 10 PPP round one and two Loans, all of which have been forgiven -handled 15 EIDL loans that were all funded. - filed ERC credits for several companies and received the Maximum credits back for the companies -specialize in QuickBooks Account clean-ups and monthly maintenance. - Experience with job costing and tracking by class -handled payroll for up to 125 employees in over 30 states -quarterly payroll taxes -prepping your books for your accountant for Tax time - Sales Tax and Sales Tax audit Experience - fully insured - HIPPA certified -notary ACCOMPLISHMENTS Full charge bookkeeper and in house payroll as company went from public to private with a 15000% growth in employees in over 30 states in 11 months. Prepped books, assisted auditors and finalized quarterly SEC Audits Assisted in policy development and implementation as well as training all incoming support staff for the executive level. Dispatch and Scheduling along with job organization Xero Partner, Gusto partner, ADP Partner
$39 hourly
Jaime O.
- 4.7
- (26 jobs)
Absecon, NJ
Bookkeeping
FreshBooks
Microsoft Office
Xero
Data Entry
Accounting Basics
QuickBlox
Accounting
QuickBooks Online
Microsoft Excel

I have been working as a bookkeeper since 2008. I am ready to go the extra mile to achieve the best results in the shortest time. In my experience integrity and confidentiality are the keys to run a successful project. All my former and current clients had trusted me because I understand the importance of having a good turnaround time. Use my expertise for QBO/Xero setup, inventory management, transaction coding, account reconciliation, and anything else you might need. I have experiences with several industries: E-commerce, CPAs, Accounting firms, Political Analysts, Magazine, Remodeling/Construction, Bookstore, Consulting, Videographer, Property Management, Art, Organizer, Insurance Broker, Dog Training, Cleaning, Marketing, Pharmacy, Music School, e-recycling, Hair Salon, Law Firm, Architect, Dog Walking, Real Estate, Book consultant, Kitchen Design, Title Company, Immigration Law, Fashion design and more ACCOUNTING SOFTWARE SPECIALTY: • Quickbooks and Xero - Certified Quickbooks Online Pro Advisor and Xero Advisor
$35 hourly
Terra M.
- 5.0
- (4 jobs)
Lavaca, AR
Bookkeeping
Management Skills
PropertyWare
Organizer
Microsoft Office
Typing

I am an account executive for a corporate company in tech and I am a licensed real estate professional with extensive experience in sales and across various sectors of the real estate industry. My background includes managing multiple accounts and being a top performer on my team in sales, managing and bookkeeping for a multifamily leasing company with 190+ doors, processing and closing for a title company, and lending. With multiple years of remote work experience, I’m highly adaptable and efficient in managing tasks independently. Motivated and detail-oriented, I bring a strong work ethic and a comprehensive understanding of real estate operations to any team I work with.
$55 hourly
Morganne J.
- 5.0
- (2 jobs)
Lafayette, LA
Bookkeeping
Data Entry
Benefits
Bill.com Accounts Receivable
Bill.com Accounts Payable
Sales
Recruiting
Candidate Interviewing
Invoicing

I am new to Upwork, but not new to hard work. With 5 years of experience, I strive to provide great service with a high level of professionalism. I hold a Bachelor's in Human Resource Management and an MBA in Accounting. HR experience: Recruiting, onboarding, orientation, benefit coordination, customer service Accounting experience: Data entry, payroll, accounts receivable & payable, budgeting, procurement Software: * Microsoft Windows and Apple OS * POS.COM * OPUS * Word processing & Spreadsheets (Excel, Pages, Word, Numbers) * QuickBooks
$75 hourly
Lariza A.
- 5.0
- (11 jobs)
Roseville, CA
Bookkeeping
Income Statement
Accounts Payable Management
General Ledger
QuickBooks Online
Account Reconciliation
Accounts Receivable Management
Financial Reporting
Financial Statement Software
Data Entry
Microsoft Excel
Bank Reconciliation
Intuit QuickBooks

Specializing in: *Clean-up/Catch-up Bookkeeping *QuickBooks Online Consulting or Training *Accounts Receivable Review *Prepare Profit & Loss for tax prep Currently accepting new bookkeeping projects. Contact me for your spot today!
$45 hourly
Faith S.
- 5.0
- (52 jobs)
Saxilby, ENGLAND
Bookkeeping
Cash Flow Software
Payroll Accounting
Tax Preparation

- AAT & CIMA qualified licenced accountant running an established business, with 20 years experience working in practice and industry. - Catering for clients nationally, from sole traders to Ltd Companies with turnover of up to the audit threshold - Advanced Quickbooks Certified Pro Advisor - Xero Partner/Advisor Certified - Freeagent Accredited Practitioner - Fully insured - HMRC agent - Use my own software that doesn't require access to your Government Gateway
$35 hourly
Johanne B.
- 5.0
- (4 jobs)
Cape Town, WC
Bookkeeping
Sage 50 Accounting
Payroll Accounting
Payroll Reconciliation
Account Reconciliation
Chart of Accounts
Accounts Payable
Accounting
Bank Reconciliation
QuickBooks Online
Accounts Payable Management
Accounts Receivable Management
Xero
Intuit QuickBooks
Data Entry

Welcome to my profile! With over 8 years of dedicated experience in accounting, payroll management, and financial management, I bring a wealth of expertise to every client I work with. Throughout my career, I've had the privilege of collaborating with a diverse range of clients, including international companies, those utilizing stock systems, and businesses with revenues exceeding $20 million. What sets me apart is not just my extensive experience, but also my proficiency with a variety of accounting software. I have 8 years of hands-on experience with Pastel and 5 years with Sage online, Quickbooks and Xero. My commitment to staying current with the latest tools and technologies ensures that I can provide efficient and accurate solutions tailored to each client's unique needs. What truly drives me is my passion for accounting and my unwavering attention to detail. I approach every task with meticulous care, ensuring that every entry is accurate and every report is thorough. I understand the importance of financial integrity and strive to maintain the highest standards of professionalism in everything I do. Whether you're a small business looking to streamline your accounting processes or a large corporation in need of comprehensive financial management, I'm here to help. Let's work together to achieve your financial goals and ensure the success of your business. Feel free to reach out to discuss how I can support your accounting needs.
$245 hourly
Jason P.
- 4.9
- (44 jobs)
Ballwin, MO
Bookkeeping
CPA
Business Coaching
Business Plan
Management Consulting
Due Diligence
Business Valuation
Startup Consulting
Financial Statement
Valuation
Mergers & Acquisitions
Strategic Plan
Leadership Development
Income Statement

Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
$35 hourly
GJergji P.
- 5.0
- (6 jobs)
Tirana, TIRANË
Bookkeeping
Cash Flow Software
Business Analysis
Financial Reporting
Accounts Receivable Management
Cost Accounting
Finance Manager nVision
Corporate Finance
Accounts Payable Management
Balance Sheet
General Ledger
Account Reconciliation
Financial Accounting
Accounting
Financial Report

With more than 20 years of experience in the Finance and accounting , I am confident in my ability to deliver top-notch services. • Bookkeeping, financial statements, audits, and more. Reports and summaries of financial data to measure the financial health of an individual or business • Preparation of financial statements, financial reports, special analyses. • Planning, organizing, directing, and coordinating all the tasks associated with managing financial resources. • High level industry insight, business strategy, problem solving and management advice to improve a company's performance and growth. • Analyses cash flow, cost and expenses control, and guides business leaders. Analyses financial statements to pinpoint potential weak areas; I have very good knowledge of Quickbooks Online, Xero, Microsoft Navision, Microsoft Office etc.
$38 hourly
Monique B.
- 4.8
- (18 jobs)
Boston, MA
Bookkeeping
Customer Relationship Management
Administrative Support
Expense Reporting
Microsoft Outlook
Project Scheduling
Project Management
Event Planning
Travel Planning
Scheduling
Microsoft Excel
Microsoft Word

Experienced administrative professional with over six years of experience working alongside business owners and executives. Having worked in both the public and private sectors, I possess a unique perspective on meeting the needs of internal and external members. My strengths are project, budget, and contract management, and I am detailed, organized, and perform a wide variety of complex administrative tasks. I look forward to working with you!
$45 hourly
Shella A.
- 5.0
- (12 jobs)
San Francisco, CA
Bookkeeping
Gusto
Compensation & Benefits
Accounts Payable Management
Business Valuation
Corporate Tax
Intuit QuickBooks
Account Reconciliation
GAAP
Tax Preparation
Bank Reconciliation

With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.
$35 hourly
Kevin C.
- 5.0
- (7 jobs)
Ottawa, ON
Bookkeeping
Personal Budgeting
Accounting
Bank Reconciliation
Data Entry
Intuit QuickBooks

4 years of providing financial and accounting services to clients in Canada and the United States. Prior to starting my own firm, worked for 6 years at the Canadian federal government in accounting operations and financial planning and budgeting, and 1 year at a large Australian public firm in Sydney in accounts. I have an undergrad in Finance, as well as another in Economics. I have taken intensive classes in accounting throughout my educational career and fully understand the importance of proper bookkeeping, and the IFRS accounting norms. My strongest skills are organization, attention to detail, and communication, the 3 most important skills to maintain in the field of bookkeeping. Perfectly bilingual in French and English, and conversational skills in Spanish. I am available to work on any size project, with any hours requested. I am a very faster learner and worker.
$65 hourly
Mary A.
- 4.9
- (66 jobs)
Waterloo, IA
Bookkeeping
Google Sheets
Financial Report
Google Workspace
Microsoft Word
Asana
Business Management
Google Docs
Account Reconciliation
Bank Reconciliation
Accounts Receivable
Intuit QuickBooks
Accounts Payable

TOP RATED PLUS - The top-rated 3% of Upwork freelancers! OVER 25 YEARS OF EXPERIENCE 5-Star-Rated Certified Quickbooks Pro-Advisor Current client openings: 1 By leveraging my skills and experience, I can help you unlock the essential insights hidden within your financial data, empowering you to make informed choices that drive your business forward. Let's work together to transform your numbers into a clear roadmap for growth and success. TRANSFORMING DATA INTO ACTIONABLE INSIGHTS -My expertise in QuickBooks Online allows me to efficiently set up, clean up, and maintain your accounts, transforming your raw financial data into concise, insightful reports that provide a clear, at-a-glance understanding of your business' financial health. -Effective financial reporting is vital for informed decision-making and guiding your business' continued growth and success. UNCOVERING THE STORY OF YOUR NUMBERS -Numbers tell a story - they reveal both the positive and negative aspects of your operations. Understanding this financial narrative is essential for making effective, data-driven decisions. -As a former business owner myself, I deeply appreciate the critical importance of robust bookkeeping and sound financial management. EXPERIENCE My experience includes a wide variety of businesses in e-commerce, retail, restaurant, real estate, wholesale, distributor, and service companies. • Set up, maintain, and reconcile loan, bank, credit card, and ledger accounts. • Review, analyze, trace discrepancies, and make corrections. • Clean up and enter large amounts of transactions for past and current years’ books. • Review profit and loss and balance sheets, checking for accuracy and making necessary journal entries, and closing monthly/yearly books. • Review reports and ledger accounts to check for inconsistencies to establish effective financial reporting. • Manage accounts receivables including posting of payments and deposits from checks, credit cards, Shopify, Amazon, and Paypal; monitor customer accounts. • Manage accounts payables, paying vendors with credit card and ACH using Melio. • Payroll submissions, mapping, and journal entries. • Sales entries including tips, sales tax, cash, discounts, and fees. • Submit monthly, quarterly, and yearly state sales taxes and forms.
$35 hourly
Girlie Y.
- 4.6
- (17 jobs)
Las Pinas City, Philippines
Bookkeeping
Xero
Financial Statement
Cost Accounting
Data Entry
Intuit QuickBooks
Financial Audit
Microsoft Excel
Accounts Payable
Bank Reconciliation
Tax Preparation
Account Reconciliation

I am a Finance professional with extensive experience in controllership and tax specifically financial & statutory accounting and reporting, internal control and compliance, account reconciliations, book keeping, cost accounting, coordination for external and internal audits, support for legal entity administration, payroll operations and accounting, accounts payable process, accounts receivable process, bank reconciliation, tax reporting and compliance, and financial planning and analysis. Highly competent with solid record of contributions resulting to increased work efficiencies. Expert in QuickBooks, Xero, and Systems, Applications, & Products in Data Processing (SAP). Expert in MS Excel. Demonstrates leadership capabilities and action. Excellent oral and written communication skills. Team player. Results oriented.
$40 hourly
Erica C.
- 5.0
- (12 jobs)
Plantation, FL
Bookkeeping
Content Writing
Property Management
Project Management
Travel Planning
Social Media Management
CRM Software
QuickBooks Online
Translation
Multiple Email Account Management

Hi, I’m Erica Concepcion, an Operations Manager and Business Systems specialist with 10+ years of experience helping service-based businesses, property managers, and startups streamline operations, organize finances, and implement systems that support growth. I help businesses move from chaotic workflows and disconnected processes to organized, scalable operations that improve efficiency, transparency, and profitability. My background spans property management, legal operations, and service-based companies, where I’ve led teams, implemented operational systems, and managed financial workflows for multi-property portfolios and growing businesses. As the Founder of Savvy Pro Solutions, I partner with entrepreneurs and management teams to simplify complex operations through process design, automation, financial organization, and strategic operational support. What I Can Help With Operations & Systems ✔ Business operations management ✔ Process improvement & workflow optimization ✔ SOP creation and documentation ✔ Digital organization and systems implementation ✔ CRM setup and management Project & Team Management ✔ Virtual team leadership (teams of 8–12) ✔ Workflow implementation and accountability systems ✔ Cross-team coordination and operational planning Business Consulting ✔ Current-state operational analysis ✔ Process redesign and efficiency strategy ✔ Operational scaling support for startups and growing businesses Financial Operations & Bookkeeping ✔ QuickBooks setup, cleanup, and financial organization ✔ AP/AR tracking and invoicing systems ✔ Account reconciliation and financial reporting support Property Management Operations ✔ Property management systems support ✔ Vendor coordination and operational workflows ✔ Portfolio financial organization and reporting My Approach I believe strong operations come from clear systems, transparent processes, and empowered teams. My work focuses on building sustainable operational structures, not temporary fixes. The goal is always to create systems that make your business easier to run as it grows. Clients value my work because I bring: ✔ Analytical, systems-driven thinking ✔ Clear communication and proactive problem-solving ✔ A structured approach to complex operational challenges ✔ A collaborative leadership style that keeps teams aligned Additional Highlights • Founder of Savvy Pro Solutions • QuickBooks ProAdvisor Certified • Certified Apartment Manager (CAM) • Bilingual: English & Spanish Skills and actionable tasks: 🔶Operations management (rhythm of business, budget management, planning, strategy and execution) 🔶Project management (workflows, process improvement, reviews, documentation and analysis) 🔶Strategy consulting (current and future state analysis, recommendations, research) 🔶Digital Organization 🔶CRM Setup/Management 🔶Creating and Implementing SOPs 🔶Virtual Team Management [experience managing teams of 8-12] 🔶Social Media Management | Content Creation 🔶Bookkeeping [Invoices & Receipt Creation, Quickbooks Setup & Cleanup, AP/AR Organization & Tracking] Tech Stack: 🔷Microsoft Office: Word, Excel, Project, Powerpoint, SharePoint, Teams 🔷Google Workspace (Meets, Docs, Slides, Sheets, Drive, Calendar) 🔷Asana, Slack, ClickUp, Trello, Monday, Notion, and Basecamp 🔷Canva 🔷Dropbox and OneDrive 🔷Zoom 🔷Mailchimp 🔷Quickbooks, Wave Accounting, Freshbooks, and Zoho 🔷Gusto and ADP 🔷Clio 🔷Guesty, Breezeway, and Appfolio
$50 hourly
Veronica M.
- 5.0
- (6 jobs)
Oxnard, CA
Bookkeeping
Sales Tax
Financial Statements Preparation
QuickBooks Online
Management Skills
Intuit QuickBooks
Account Reconciliation
Tax Preparation
Data Entry
Transaction Data Entry
Bank Reconciliation

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.
$35 hourly
Heather A.
- 5.0
- (6 jobs)
Calgary, AB
Bookkeeping
Financial Reporting
Sage 50cloud
Project Accounting
Administrative Support
Microsoft Word
Tax Return
Payroll Accounting
Microsoft Excel
Intuit QuickBooks

I have 20+ years working with a variety of companies/organizations performing full cycle accounting and administrative services. My skills include: • Bookkeeping/Payroll skills including accounts payable, accounts receivable, preparing financial statements, payroll with ADP/Zenefits, bank reconciliation, tax remittances using SAGE 50 (Canadian and US versions), Netsuite and Quickbooks (QBO) US and Canadian versions (Advanced ProAdvisor Certified) • Proficient in Teams, Sharepoint, Zoom, Dropbox, Google Drive, Slack, Asana, bill.com, Taxjar, Skubana • Excellent organizational and oral and written communication skills • Intermediate to advanced knowledge of Microsoft Office Suite and have worked extensively with Excel to analyze and reconcile financial reports and identify variances and trends. • Client service in positions requiring a high degree of confidentiality and integrity • Native English speaker also fluent Spanish (reading, written and spoken) In my current position as Senior Accounting Analyst (since January 2021), I have been working remotely. My responsibilities are: • Oversee and lead team through month-end close and year-end process including preparing and posting accruals for payroll (bonus, commissions, salary, vacation), prepaid amortization, accrued expenses, deferred rent, capital and intangible asset amortization. Review staff accountant's entries and reconciliations. Reconciliation of bank and credit card statements and code and review employee expense reimbursements through Concur. • Analyze trends and fluctuations in P&L comparing to the Forecast/Budget. Review and reconcile balance sheet accounts and research variances. Extensive use of excel with VLOOKUP's, sumifs, pivots and other complex formulas in analysis of data. • Work with external auditors for year-end audit ensuring that all documentation requested is provided. • Work with multiple currencies with divisions in UK, US, Canada, Australia and India and post intercompany transactions. • Prepared GST/HST/QST tax returns and US sales tax returns for multiple jurisdictions as well as VAT for UK and GST for Australia. • Worked with integration team on 8 mergers/acquisitions. In my previous position as Accounting and Payroll Specialist, I worked remotely for an e-commerce business in the US and a branch in Canada. My responsibilities were: • Full-cycle bookkeeping including reconciliations (Shopify, Amazon, Stripe, Square, Authorized.net and other merchant service providers, bank statements, credit card statements), journal entries and month end adjustments to provide financial reporting using QBO and Fathom Reporting. • Processed semimonthly payroll for 60 employees using ADP and Zenefits. Calculated and remitted payroll tax in a number of states. Used TaxJar to administrate Sales Tax in a number of states as well as HST/GST in Canada. I have successfully maintained the financial accounts and prepared for the year-end audit for a number of public and private companies/organizations. In my position as Office Manager and Administrative Support, I have managed Director's calendars/travel, written business correspondence (including letters, memos, briefing notes), supervised other staff and coordinated schedules and performed other human resources functions. I completed a Certificate in Office Administration - Accounting in 1987 and have continued to take courses, etc. in order to keep my skills up to date. In 2018, completed the Quickbooks Proadvisor Certification and Advanced Certification. In the past, I have taken University courses for Financial Accounting as well as courses for Excel, Word, PowerPoint, SAGE and Quickbooks. I am responsible, hardworking and honest and take pride in a job well done. Flexibility and adaptability are abilities that I view as important in working on varied projects and positions whether I am working as part of a team or independently.
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