Bookkeeper job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Bookkeeper Job Description

Bookkeepers are in charge of keeping financial track of a company. They are responsible for overseeing a company’s financial data and compliance. Bookkeeping professionals maintain accurate books on accounts receivable and payable, balance sheets, payroll, and daily financial entries and reconciliations. This includes salaries, wages, bills, taxes, and any other the money that enters and leaves the business. Bookkeepers are also responsible for making sure the company’s financial reports are accurate and filed on time. 

Below, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a bookkeeper. 

The Job Overview

We are seeking a bookkeeper to manage all our finances. Your responsibilities will include tracking our organization’s revenue, expenses, and taxes, as well as producing financial reports. You will also be responsible for auditing our books to ensure our records are correct.

Responsibilities

Below are some of the responsibilities a bookkeeper is expected to assume in their position:  

  • Prepare accounting records by compiling and analyzing account information
  • Reconcile company's financial records to help ensure accuracy of financial statements 
  • Prepare tax returns for businesses and individuals
  • Post financial transactions to accounts and prepare financial statements
  • Study financial trends to determine future business needs
Job Qualifications and Skill Sets

Below are the qualifications expected of a bookkeeper:

  • Bachelor’s degree in accounting, business, or a related field
  • Strong working knowledge of accounting principles, financial statements, and accounting systems
  • Proficient in Microsoft Office (Word, Outlook), with advanced Microsoft Excel skills
  • Strong working knowledge of QuickBooks; experience with other tax preparation and accounting software
  • Strong organizational, interpersonal, verbal, and written communication skills
  • Detail-oriented and able to prioritize
  • Able to work independently and as part of a team
  • Self-starter 
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Kirsten v.
$35/hr
Kirsten v.

Bookkeeper

3.8/5(5 jobs)
Boesmansriviermond, EC
  • Trophy Icon Bookkeeping
  • Translation
  • Office Administration
  • Microsoft Office
  • Virtual Assistant
  • English Proofreading
  • Tutoring
  • Google Suite
  • Administrative Support
  • Customer Service
  • General Transcription
  • Microsoft Excel
  • German
  • English

Give yourself time for things that are important in your life. Use the valuable time for what you are good at and build your business line even better for you. I am very happy to take over areas you want to outsource in a trustful, responsible and fully loyal way. With 39 years of professional experience, I bring a large dose of entrepreneurial thinking and quite a bit of experience to the table. As a freelancer ( virtual assistant, accountant, translator) - Your back I like to hold in many areas free. My strength-oriented attributes are: - Achievement orientation - idea collector - Connectedness - Inquisitiveness - Cautiousness *********************************************************************************** Gebe dir Zeit für Dinge, die in deinem Leben wichtig sind. Nutze die wertvolle Zeit für das, was du gut kannst und baue deine Geschäftssparte für dich noch besser aus. Sehr gerne übernehme ich vertrauensvoll, verantwortungsbewusst und mit voller Loyalität Bereiche, die du outsourcen möchtest. Mit 39 Jahren Berufserfahrung bringe ich eine große Portion an unternehmerisches Denken und einiges an Erfahrung mit. Als Freelancerin – Virtuelle Assistentin, Buchhalterin, Übersetzerin – halte ich deinen Rücken in sehr vielen Bereichen frei. Meine stärkeorientierten Attribute sind: • Leistungsorientierung • Ideensammler • Verbundenheit • Wissbegier • Behutsamkeit

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Jenifer M.
$12/hr
Jenifer M.

Bookkeeper

5.0/5(11 jobs)
Baguio, BENGUET
  • Trophy Icon Bookkeeping
  • Account Reconciliation
  • Bank Reconciliation
  • Quickbooks
  • Tax Preparation
  • Google Docs
  • MYOB Administration
  • Xero
  • Balance Sheet
  • Virtual Assistant
  • Microsoft Excel
  • Financial Report
  • Accounting
  • Data Entry
  • Ecommerce

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 5 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.

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Asim K.
$10/hr
Asim K.

Bookkeeper

5.0/5(9 jobs)
Bahawalpur, PB
  • Trophy Icon Bookkeeping
  • Accounting
  • Financial Management
  • Account Reconciliation
  • Financial Analysis
  • Financial Planning
  • Financial Forecast
  • Quickbooks
  • QuickBooks Online
  • Xero
  • Microsoft Excel
  • Balance Sheet
  • Accounts Receivable Management
  • Financial Reporting

*Upwork Top Rated Freelancer* Thanks for viewing my profile! I am quite simply an amazing Full Charge Bookkeeper, Accountant, Financial Analyst, Virtual CFO, and have a minimum 6 years record in these industries to place on the front line and trust with the integrity of your business. I am the type that a client can rely on to handle anything including breaking goals down into tasks and completing them on time. I have the necessary technical skills to execute your tasks carefully and with ease. Multi-tasking, I knew how to weave over time, experiences turned out in my field of expertise. So, I can easily adapt myself to your working environment. Rigor, quality, and respect for deadlines are among the values which I respect. My only objective is the success of your project. My profile won't demonstrate these skills that I can attribute to helping your business to be more successful, matter a of fact, it doesn't prove anything much about me. That is why we should talk and give ourselves the opportunity to prove this for ourselves. I am here daily. Simply drop me an inbox and let's explore the possibilities of something lucrative. Thank you very much for taking a look at my profile and I hope to have the opportunity to work with you soon! Best Regards, Asim kuddoos

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Maaz S.
$6/hr
Maaz S.

Bookkeeper

5.0/5(23 jobs)
Karachi, SD
  • Trophy Icon Bookkeeping
  • Social Media Management
  • Cards & Flyers
  • Live Chat Operator
  • Canva
  • Virtual Assistant
  • Ecommerce
  • Data Entry
  • Graphic Design
  • Social Media Marketing
  • Customer Support
  • Lead Generation
  • WordPress
  • Facebook Advertising
  • Social Media Content Creation

"Work Hard, Be Fair, And Honest." This is going to be my first job for you and I'll be result-oriented and build a good relationship with you being less gainful. I am a highly results-oriented individual with over 2 years of experience in customer service. I thrive in team settings and work efficiently to solve customer problems while remaining cool under pressure. With my last few years of employment being remote, I have also learned that I am extremely comfortable with being independent and providing only the highest quality of work with minimal supervision. This shines through in my performance each and every day and with the quality of work I provide. I am highly skilled in live chat, email, and phone support. I am familiar with many remote tools such as Zendesk, Freshdesk, LiveChat, Slack, and Hipchat to name a few. I also am a very quick learner and catch on to new systems and programs with ease. Some of the qualities I will bring to your team include: ✅Customer Service: I have a track record of solving all types of customer issues I am faced with in an effective, professional and empathetic manner. My personal KPIs have always been consistently high and I attribute this to truly putting the customer first and being understanding throughout all interactions. ✅Professional Attitude: As my references will attest, I have a knack for staying positive and upbeat, regardless of the situation, and do my best to create an environment that is non-judgmental and open. ✅Passion and Motivation: I have a true passion for customer service and take pride in making customers happy. Building relationships and making personal impacts are important to me. With these experiences, I still never stop to learn new technology. I am continually checking new web tools to stay competitive and more efficient with my home job. My goal is to provide the out-most work satisfaction and a wonderful working experience with my clients.

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Scott W.
$60/hr
Scott W.

Bookkeeper

5.0/5(3 jobs)
New York City, NY
  • Trophy Icon Bookkeeping
  • Budget Plan
  • Procurement
  • Spreadsheet Software
  • Public Policy
  • Writing
  • Cover Letter Writing
  • Technical Advisor
  • Public Health
  • Business Writing

I hold an Master of Business Administration in Computer Information Systems (MBA) and Master of Public Administration (MPA) from Baruch College as well as a Master of Public Heath (MPH) from Columbia University and am also a Doctorate of Public Health (DrPH) Candidate at SUNY Downstate. A senior executive manager with a broad range of knowledge and experience in the procurement, contracting and budgeting, specializing in information technology procurement. A strong leader with excellent skills in managing staff, vendors, technical resources, projects and daily operations. Extensive history of meeting and exceeding expectations while stimulating new ideas and implementing new technologies to improve operation efficiencies that achieve cost savings or revenue generation. Over a decade of experience in the public sector, advising government, non-profit and for-profit organizations on project management, business analysis, budgeting, contracting & procurement. Leadership experience across criminal justice, healthcare, information technology, transportation, education, environmental, & housing.

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Nick H.
$75/hr
Nick H.

Bookkeeper

4.5/5(2 jobs)
Zelienople, PA
  • Trophy Icon Bookkeeping
  • Financial Reporting
  • Project Accounting
  • Real Estate Financial Modeling
  • Real Estate Acquisition
  • Microsoft Excel
  • Price/Quote Negotiation
  • Commercial Lease
  • Budget Plan
  • Due Diligence
  • Bank Reconciliation
  • Valuation
  • Accounts Payable
  • Accounts Receivable
  • General Ledger

A accounting professional with experience in family office and real estate. I am currently serving as a Controller for a family office. With responsibilities that include all accounting, financial reporting, and administrative functions for the company. In addition, I am directly responsible for the sourcing and execution of all financing activities.

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Jennifer A.
$75/hr
Jennifer A.

Bookkeeper

4.7/5(27 jobs)
Boulder, CO
  • Trophy Icon Bookkeeping
  • Xero
  • MYOB Administration
  • Business Coaching
  • Employee Training

Jennifer is a certified bookkeeper and trainer with over 25 years of experience in the industry. She has experience working with a wide variety of clients and accounting platforms working with over 500 clients ranging from sole traders to multi-million dollar corporations in the United States and New Zealand. We provide a full bookkeeping service which includes training, monthly and yearly preparation for taxes, ongoing bookkeeping, payroll, tax compliance and performance analysis. Jen is a great communicator and will make your accounting worries go away. Also, we might have some fun! So if you want to start a new business from the ground up, need expert detective work or migration to Xero, I'm your Woman. Key Skills * Strong communication and interpersonal skills * Leadership and team building * Strong organizational and planning skills * Problem solving and developing systems * Thinking outside of the norm – I’m Blonde! * Training individuals and teams * Understanding needs and creating outcomes * Negotiation with companies and individuals * Able to work autonomously * Good listener * Sense of humor Computer Skills *XERO, QuickBooks, Quickbooks Construction, Microsoft Excel, *Microsoft Word, Lightroom,Photoshop,

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Shelby S.
$75/hr
Shelby S.

Bookkeeper

5.0/5(26 jobs)
Clarksville, TN
  • Trophy Icon Bookkeeping
  • Tax Preparation
  • Real Estate
  • Microsoft Excel
  • Accounts Payable
  • Accounts Receivable Management
  • AppFolio
  • QuickBooks Online
  • Account Reconciliation
  • Buildium
  • Capital Expenditure
  • Asset Management

Hi, I'm Shelby! I have a corporate accounting background and have been doing contract/freelance work for almost 4 years now and love it! Below is a bit about my experience; -Certified Quickbooks Online ProAdvisor -IRS authorized e-file provider -5 years of corporate accounting I have a very flexible schedule and the ability to keep open communication during evenings and weekends in addition to the regular business hours. I can work on an hourly basis or set up an ongoing monthly rate specific to your needs. Open to one-time or ongoing work. I look forward to hearing from you!

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Stacy C.
$75/hr
Stacy C.

Bookkeeper

5.0/5(7 jobs)
Mendota, IL
  • Trophy Icon Bookkeeping
  • Intuit QuickBooks
  • Account Reconciliation
  • Bank Reconciliation
  • Accounting
  • Accounts Payable Management
  • Accounts Receivable Management
  • Invoicing
  • Microsoft Excel
  • QuickBooks Online
  • Quickbooks
  • Chart of Accounts
  • Billing
  • Asana

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.

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Erin P.
$45/hr
Erin P.

Bookkeeper

5.0/5(3 jobs)
Seattle, WA
  • Trophy Icon Bookkeeping
  • Intuit QuickBooks
  • Payroll Processing
  • Accounting
  • Bank Reconciliation
  • Tax Return
  • Tax Filings
  • Accounting principles
  • Accounting Principles & Practices
  • Quickbooks

I help people understand accounting. Highlights -MS Accounting -Full-charge bookkeeping -Public CPA firm experience -Private organization accounting experience -Bank reconciliations and QuickBooks cleanups -Set up and conversion (transitions) of new companies to QuickBooks -Year-end accounting help -Subject Matter Expert developing curriculum for accounting courses -Full compliance with GAAP Extremely professional accountant currently working part-time by choice. The other half of my time is spent caring for my family, running, and overseeing my personal bookkeeping clients. While I work towards my CPA, I will consider other projects to build my clientele. My specialties include small business bookkeeping, QuickBooks conversion, and bank reconciliation. Current and previous work history available upon request.

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Miglena P.
$40/hr
Miglena P.

Bookkeeper

4.6/5(30 jobs)
Oak Ridge, TN
  • Trophy Icon Bookkeeping
  • Account Reconciliation
  • Accounts Payable Management
  • Financial Analysis
  • Accounts Receivable Management
  • QuickBooks Online
  • Cost Accounting
  • Bank Reconciliation
  • Financial Accounting
  • Zoho Books
  • Xero
  • FreshBooks
  • Wave Accounting
  • Microsoft Dynamics

Hi there! My name is Miglena Popov. I have 15+ years’ experience in Accounting, Financial analysis, Investments, international business. I offer a full suite of accounting, bookkeeping, payroll, financial and cash flow analysis, budgeting, month and year end financial reporting. I can assist you with your accounting tasks from chart of accounts set up for various entities to financial reporting. I have accounting experience in manufacturing, construction, e trade, retail, real estates, and service industries. Properly organized accounting system is very important part of that. I can build it for you! Also, I have a lot of experience when it comes to transitioning from one accounting software to another. I work with startups and well established businesses and my goal is to make each of them the top priority, no matter how big or small.

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Linda K.
$55/hr
Linda K.

Bookkeeper

5.0/5(4 jobs)
Hagen, NW
  • Trophy Icon Bookkeeping
  • Virtual Assistance
  • Virtual Assistant
  • Email Support
  • Administrative Support
  • Scheduling
  • Task Coordination
  • Organizer
  • Email Communication
  • Customer Support

Hi there, I am Linda, your helping hand with bookkeoing and other finance relatived tasks like invoicing, monotoring payments, financial overviews etc. Please contact me for more infos. Can't wait to work with you. Best, Linda

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Lynn W.
$45/hr
Lynn W.

Bookkeeper

4.6/5(49 jobs)
Nashville, GA
  • Trophy Icon Bookkeeping
  • Intuit QuickBooks
  • Payroll Processing
  • Accounts Payable Management
  • Accounts Receivable Management
  • Microsoft PowerPoint
  • Microsoft Excel
  • Dispatch
  • Profit & Loss Statements
  • Bank Reconciliation

HIGHLIGHTS • Periodic financial reporting expert • Accounts receivable professional • Microsoft Office proficiency • Invoice coding familiarity • Professional and mature • Complex problem solving • Strong problem solver • Strong communication skills • Workers Compensation knowledge • Intuit QuickBooks specialist 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 I am looking for a company where I can use my years of experience to make your office run efficiently. I am comfortable in a hectic environment that requires me to use many different skills to keep things in order. I thrive on a challenge and am a fast learner, especially when it comes to learning your customer base. I have extensive Quickbooks experience in both service and sales areas, I have handled payroll for up to 125 employees and in over 30 states, I also can handle the quarterly payroll taxes and prep your books for your accountant, I also have Sales Tax Experience. I understand the importance of a smooth running office so you can spend more time where you are really needed. Along with my sales and customer service experience. I am a self-starter that is experienced at working independently and remotely. I am very motivated to work for a company that my talents will benefit and that will allow me to grow and achieve success for all of us. i have completed 4 PPP applications that have been approved and funded also 6 disaster relief grant applications, 4 of which are already funded,.

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Hayley F.
$50/hr
Hayley F.

Bookkeeper

5.0/5(2 jobs)
Bruce Rock, WA
  • Trophy Icon Bookkeeping
  • Australian Tax
  • Microsoft Excel
  • Microsoft Word
  • Data Entry
  • Bank Reconciliation
  • Computer Skills
  • Xero
  • MYOB Administration
  • Virtual Assistant

I have 11 years experience in the accounting, bookkeeping and administration industry. If you are looking for Australian tax advice regarding income, deductions, offsets, levy's, rental property income and expenses or business income and expenses, I can help! I run two businesses and have two investment properties myself, therefore will be able to assist you with any questions you may have. I have advanced knowledge in Xero and MYOB databases and have vast understanding of Accounts Receivable, Accounts Payable, Bank Reconciliations, data entry and many more. Also, if you require any administration work, I am an excellent touch typist with exceptional accuracy. I pride myself with being reliable and efficient, so you can always be assured your task will be done to the highest standard. Please feel free to contact me if I can assist you in any way. I am always happy to help! Thank you for considering me! Hayley Ferguson

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Morganne J.
$55/hr
Morganne J.

Bookkeeper

5.0/5(2 jobs)
Lafayette, LA
  • Trophy Icon Bookkeeping
  • Technical Recruiter
  • Recruiting
  • Candidate Interviewing
  • Sales
  • Bill.com Accounts Payable
  • Bill.com Accounts Receivable
  • Invoicing
  • Data Entry
  • Employee Benefits

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

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Lariza A.
$75/hr
Lariza A.

Bookkeeper

5.0/5(12 jobs)
Roseville, CA
  • Trophy Icon Bookkeeping
  • Intuit QuickBooks
  • Data Entry
  • Financial Statement Software
  • Financial Reporting
  • Accounts Receivable Management
  • Bank Reconciliation
  • Account Reconciliation
  • QuickBooks Online
  • General Ledger
  • Accounts Payable Management
  • Microsoft Excel
  • Income Statement

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!

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Faith S.
$45/hr
Faith S.

Bookkeeper

5.0/5(46 jobs)
Lincoln, ENGLAND
  • Trophy Icon Bookkeeping
  • Accounting
  • Payroll Processing
  • Tax Preparation
  • Cash Flow Software
  • Financial Forecasting

- 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

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Frisca H.
$45/hr
Frisca H.

Bookkeeper

5.0/5(2 jobs)
Los Angeles, CA
  • Trophy Icon Bookkeeping
  • Account Reconciliation
  • Accounts Payable Management
  • Accounts Receivable Management
  • Intuit QuickBooks
  • QuickBooks Online
  • Sage 300
  • Payroll Processing
  • Cost Accounting

Reconciliations for various accounts: accrual accounts for liabilities, prepaid accounts, and fixed assets. Worked with Vlookup, Pivot table and “if “ conditional statements in Excel to comply with auditor’s request. Bank reconciliations for accounts payable, payroll and concentration accounts. Prepared financial reports and analyzed financial statements. Accrued liability accounts that are debit balances. Reclass long term loan to current term loan. Amortized fixed assets. Book gain and loss for the fixed assets. Trouble shooting and error checking inventory control. Created account receivable and account payable invoices. Applied cash receipts and printed AP checks. Prepared sales tax, reported to the state board of equalization and made a sales tax payment monthly and quarterly. Prepared audits for workers comp. Established up to date AR aging; downloaded and created spreadsheets with all information such as phone numbers, contact numbers, time called, email addresses and messages to AR aging on a spreadsheet. Bank reconciliations and analysis. Fully responsible for company payroll. General ledger reconciliations and analysis. Prepare financial reports. Provided 3 year comparisons of financial reports. Responsible for year-end closing

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Jason P.
$185/hr
Jason P.

Bookkeeper

4.9/5(42 jobs)
Ballwin, MO
  • Trophy Icon Bookkeeping
  • Leadership Development
  • Strategic Plan
  • Mergers & Acquisitions
  • Valuation
  • Financial Statement
  • Income Statement
  • Startup Consulting
  • Business Valuation
  • Due Diligence
  • Management Consulting
  • Business Plan
  • Business Coaching
  • CPA

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

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Monique B.
$38/hr
Monique B.

Bookkeeper

4.8/5(16 jobs)
Boston, MA
  • Trophy Icon Bookkeeping
  • Microsoft Excel
  • Microsoft Word
  • Customer Relationship Management
  • Time Management
  • Calendar Management
  • Microsoft Outlook
  • Expense Reporting
  • Travel Planning
  • Event Planning
  • Project Scheduling
  • Virtual Assistant
  • Administrative Support
  • Project Management

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!

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Shella A.
$45/hr
Shella A.

Bookkeeper

5.0/5(11 jobs)
San Francisco, CA
  • Trophy Icon Bookkeeping
  • Accounting
  • Payroll Processing
  • Corporate Tax
  • Business Valuation
  • Bank Reconciliation
  • Accounts Payable Management
  • Tax Preparation
  • GAAP
  • Tax Filings
  • Profit & Loss Statements
  • Account Reconciliation
  • Quickbooks
  • Gusto
  • Compensation & Benefits

I am an accountant, bookkeeper and tax prepare. I am QuickBooks, Xero Certified and expert to work & integrate Bill.com, Zoho ,Hubdoc and other tools with both accounting software.. I've been freelancing as a bookkeeper/accountant for over 2 years & working with Startup-growing & capital venture companies. WHAT I DO: *Day to day bookkeeping ,Bank reconciliation and payroll processing *Compiled and analyzed financial information to prepare monthly reports and annual financial statements in compliance with accepted policies and procedures. *Ensured accurate, timely accounting and thorough understanding of all financial information – monthly, quarterly and year-end closings, including bank compliance and taxation issues. *Performed general financial analysis, prepared revenue forecasts and evaluated any possible financial risks. *Monitored accuracy and timely processing of payment transactions. *Prepared financial management reports based on accounting control procedures. *Collaborated with other firms’ managers to meet overall company goals regarding utilizing budgets and forecasting procedures. *Advised department members on handling of non-routine reporting transactions. *Prepared and coordinated for Payroll Processing. *Time Tracking Implementation *Payroll taxes reporting *Tax filing preparation

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Mary A.
$60/hr
Mary A.

Bookkeeper

4.7/5(35 jobs)
Abrams, WI
  • Trophy Icon Bookkeeping
  • Business Management
  • Customer Service
  • Quickbooks
  • Google Docs
  • Microsoft Word
  • Google Sheets
  • Asana
  • Google Suite
  • Accounts Receivable
  • Accounts Payable
  • Financial Report
  • Account Reconciliation
  • Bank Reconciliation

Cleaning up your books and maintaining precise records that you can understand will help guide your business in its continued growth. My experience in both Quickbooks Online and Quickbooks Desktop is valuable for setting up, cleaning up, and maintaining your accounts in a way to help you understand your business. Numbers tell a story about your business. They reveal both the positive and negative aspects of your business and are vital to making effective decisions. As a previous business owner, I understand the needs and the utmost importance of effective bookkeeping and financial management.

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Teresa H.
$55/hr
Teresa H.

Bookkeeper

5.0/5(3 jobs)
Weatherford, TX
  • Trophy Icon Bookkeeping
  • QuickBooks Online
  • Financial Forecasting
  • Financial Reporting
  • Bank Reconciliation
  • Financial Analysis
  • Accounting principles
  • KPI Metric Development
  • Real Estate Investment Assistance

I help home service providers make sense of what their numbers really mean, improve profitability, and build value in their business. DELIVERABLE RESULTS I will record your transactions so that your financials are clean and ready for your tax preparer I help you make cash flow projections, reduce your expenses, increase your profit margins, add value to your business and get back your time and so you can focus on with your business. Are you worried that you are spending too much but you’re not sure where the overspending is coming from? Are you concerned where all the money is going when you have such great gross profits but very little money to show at the end of the month? Are you still doing your own bookkeeping when you should be working on marketing or growing your business? We’ve helped clients increase profits and save money every month! Our clients have the time to focus on growing their business and spend more time doing what they love instead of focusing on the headaches of bookkeeping! Are we a good fit? Are you looking to increase the value of your business – and would look help and direction on how to achieve this financial goal? Do you have questions about the health of your business finances and have them explained in actual easy to understand language? Is your accountant /bookkeeper not returning your phone calls? Industries served: Amazon fba sellers, E-Commerce, home service providers, investment real estate owners My Story Hi, my name is Teresa Henry, and I am the owner of Accu Pro Bookkeeping. I started my business because after spending 20 years in commercial lending, I saw a real gap in the knowledge borrowers had when it came to understanding the financial aspects of their businesses. These borrowers were smart people and knew their businesses well – they could explain their inventory buying strategies, their target customers, seasonality, but what they couldn’t explain was their current financial position, where the cash went or where they wanted to be one year from today other than with vagueness. I loved being able to explain the financials to the borrowers and coach them on ways to improve their bottom line, but I rarely had the opportunity to do this and more often had to turn down loan requests for lack of sufficient financials or worse for poor performance trends that the borrowers didn’t even know about. I’m passionate about helping my clients not only learn where their cash is going, but also with my advisory clients, I work with them to prepare roadmaps of where they are headed. I spot potential I am thrilled to help home services providers grow their businesses and improve their revenues. I am especially good at explaining financials in easy-to-understand language so that my clients know where there cash is going and how to plan on where it will go. I hold a Bachelor’s Degree in Finance and am a Certified Quick Books Pro Advisor. Additionally, I am a graduate of Bookkeeper Launch and a member of the American Institute of Professional Bookkeepers. When I’m not in the office, you can find me at my local coffee and book shoppe, doing volunteer work with my church or community, or working the mini homestead with my husband in North Texas. My Process Here’s how it works with me: 1) I’ll have access to your QBO file 2) I’ll send you a Diagnostic Review of your file and my proposal 3) You hire me, and I can begin cleaning your books! Services • QBO Set Up – Customized profile for your specific business needs • Clean up / Catch Up • Monthly Bookkeeping • Financial Statement Preparation Qualifications • Certified Advanced Pro Advisor QuickBooks Online • Bachelor’s Degree Finance • 20+ Commercial Lending Industry – Compliance Officer, Loan Underwriting • Bookkeeper Launch Graduate • Member of AIPB (American Institute of Professional Bookkeepers) Do you have questions? Send me a message now!

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Brittney K.
$80/hr
Brittney K.

Bookkeeper

5.0/5(1 job)
Plano, TX
  • Trophy Icon Bookkeeping
  • Financial Planning
  • Microsoft Office
  • Investment Research
  • Financial Analysis
  • Charity
  • Estate Planning
  • Investment Strategy
  • Financial Modelling
  • Microsoft Excel
  • Forecasting
  • Cash Flow Analysis
  • Financial Plans
  • Personal Budgeting
  • Administrative Support

As a Certified Financial Planner and Chartered Advisor in Philanthropy with over 15 years of experience, I have comprehensive knowledge in holistic wealth management, including Retirement Planning, Income Planning, Estate Planning, Tax Planning, and Charitable giving strategies, I am skilled in Microsoft Office and have experience in various financial planning software programs, including eMoney Advisor and MoneyGuidePro; I especially love spreadsheets and can quickly learn other software programs if necessary.

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Ritz A.
$60/hr
Ritz A.

Bookkeeper

4.9/5(39 jobs)
Harlingen, TX
  • Trophy Icon Bookkeeping
  • Intuit QuickBooks
  • Financial Analysis
  • Financial Forecasting
  • Tax Preparation
  • Account Reconciliation
  • Accounts Payable Accounting
  • Sales Tax
  • Zoho Books
  • Payroll Accounting
  • Accounts Receivable
  • Tax Preparation Software
  • Microsoft Excel
  • QuickBooks Online
  • Accounting

Most business owners who DIY their bookkeeping get confused, frustrated and their books end up messed up! As a Certified Quickbooks ProAdvisor and Tax Preparer, I help clients clean up their books and keep them on point so you have more confidence on your numbers and can focus on growing your business! If you are looking for a financial partner who doesn't just do bookkeeping but takes an active role in optimizing your company's growth, then let's schedule a call! How I help my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications

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Joseph T.
$34/hr
Joseph T.

Bookkeeper

4.5/5(75 jobs)
Nairobi, NAIROBI AREA
  • Trophy Icon Bookkeeping
  • Financial Accounting
  • Accounts Receivable Management
  • Accounts Payable Management
  • Accounting
  • Intuit QuickBooks
  • International Accounting Standards
  • Financial Report
  • Month-End Close Assistance
  • SEO Writing
  • Adventure
  • Content Writing
  • Microsoft Excel
  • Blog Writing

My six years Content Writing expertise includes; + YouTube Video Scripts. + Website Content. + Technical Writing. + List Articles. + Academic writing (such as Letters and reports). + Scripts for Audios. + Proof reading and Editing of Content to be published. + E-book Writing and editing + Academic Research + Literature Review and + Blog Content. I help clients express themselves through my voice.

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Cassandra A.
$65/hr
Cassandra A.

Bookkeeper

5.0/5(12 jobs)
Henderson, NV
  • Trophy Icon Bookkeeping
  • Search Engine Optimization
  • SEO Writing
  • Content Writing
  • Budgeting & Forecasting Software
  • Research Papers
  • Finance & Accounting
  • Accounting
  • Budget Management
  • Article Writing
  • Blog Writing

As a freelance writer, I research and write articles, blogs, and papers about a wide variety of topics. I also recently self-published my first motivational book through Barnes & Noble and I have participated in research writing challenges for Whale Path, a business research on-demand company.

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