Bookkeeper job description template

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.

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.

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,

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!

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.

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.

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.

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

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,.

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

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

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!

- 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

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

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

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!

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

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.

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!

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.

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

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.

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.