5+years of experience with bookkeeping, specifically working with QuickBooks and Xero. I will efficiently manage all aspects of accounts payable, accounts receivable, allocate your bank feeds, complete all bank reconciliations, & prepare a complete set of financial statements as needed. My goal is to make sure that you as a business owner have your finances consistently organized and available to review at any point throughout the year! With my bookkeeping services, this will result in you having the tools to make informed business decisions at any time needed.
Projects I can assist with also include:
- 1099 contractor tax filings
- Bank feed categorization catch-up
- AR Collections reconciliations
- Annual Bank Reconciliation catch-up
- Expense Management
- Financial Reporting
I strive to provide efficient and high quality work by building a relationship of open, direct communication and transparency to elevate organizational productivity. I place a strong strategic focus on developing a positive relationship with my clients whether their needs are short or long-term.
Bookkeeping
Account Reconciliation
Accounts Receivable
Bank Reconciliation
Data Entry
Intuit QuickBooks
Xero
Microsoft Excel
Customer Service
Income Statement
Financial Report
Bill.com Accounts Payable
Invoicing
Email Support
Kelly M.
San Diego, California
$100/hr
4.9
122 jobs
A highly regarded & experienced consultant, fractional CFO, accountant, and bookkeeper for entrepreneurial and start-up businesses seeking rock-solid financial processes and reporting. Expert with a deep knowledge of business integration and AI automation resulting from experience in corporate accounting, bookkeeping, financial and operations analysis, auditing, payroll, human resources, and customer service. Effective in creating a positive and productive work environment focused on teamwork and mutual respect. Extremely proficient in developing procedures that reduce excessive spending, fine-tuning cash flow to free up the availability of funds, and capturing tax deductions.
Bookkeeping
Accounts Payable
Accounts Receivable
Intuit QuickBooks
Cash Flow Analysis
Financial Reporting
Google
Financial Policies & Procedures
Investment Strategy
Financial Consulting
Budget Planning
Financial Management
Business Consulting
Third-Party Integration
Business Development
Hana H.
San Diego, California
$50/hr
5.0
2 jobs
Hi, I’m Hana Haskins, a Certified Public Accountant (CPA), QuickBooks Online Level 2 ProAdvisor, and Operations Coordinator with over 10 years of experience helping businesses improve their financial operations, streamline workflows, and build organized systems that support growth.
My background combines corporate finance leadership, bookkeeping, financial reporting, business operations, executive support, property management administration, and AI-powered workflow development. I help business owners stay organized, understand their numbers, and create smoother processes across their day-to-day operations.
While my CPA background gives me a strong foundation in accounting and finance, my experience also extends beyond traditional bookkeeping. Today, I support growing businesses by combining financial expertise with operational support, project coordination, executive support, and AI-powered business systems.
In my current Operations Coordinator role supporting a growing real estate investment, property management, and media company, I manage day-to-day operational workflows across multiple business functions. My responsibilities include bookkeeping support, property management administration, tenant communication, maintenance coordination, vendor management, payroll administration, executive support, documentation management, reporting, and process improvement.
I also support Atlas Brief’s publication operations by researching industry trends, coordinating AI-assisted publishing workflows, tracking engagement analytics, preparing executive performance reports, and helping develop scalable systems that improve content production and operational efficiency.
——
Bookkeeping & Accounting Services
✔ QuickBooks Online Bookkeeping
✔ Catch-Up & Cleanup Bookkeeping
✔ Accounts Payable
✔ Accounts Receivable
✔ Bank & Credit Card Reconciliations
✔ General Ledger Maintenance
✔ Journal Entries
✔ Month-End Close Support
✔ Financial Reporting
✔ Budgeting & Forecasting
✔ Expense Tracking
✔ Financial Analysis
——
Operations & Executive Support
✔ Operations Coordination
✔ Executive Support
✔ Property Management Support
✔ AppFolio Administration
✔ Gusto Payroll Administration
✔ Tenant Communication
✔ Maintenance Request Coordination
✔ Vendor Management
✔ Calendar & Email Management
✔ Document Preparation
✔ Spreadsheet Creation
✔ CRM Updates
✔ Research
✔ Project Coordination
✔ Process Improvement
✔ Workflow Optimization
✔ SOP Development
✔ Business Documentation
✔ Knowledge Management
——
Platforms & Software
▪ QuickBooks Online
▪ AppFolio Property Management
▪ Gusto Payroll
▪ Microsoft Excel
▪ Google Workspace
▪ ClickUp
▪ Slack
▪ Canva
▪ CRM Management
——
AI Tools
▪ ChatGPT
▪ Claude
▪ Claude Co-work
▪ Perplexity AI
AI is integrated into nearly every aspect of my daily workflow. Rather than using AI simply to generate content, I leverage AI tools to improve business operations, accelerate research, develop documentation, streamline administrative tasks, summarize information, and build scalable systems that help businesses operate more efficiently.
I regularly use AI to:
▪ Build Standard Operating Procedures (SOPs)
▪ Create business documentation and operations manuals
▪ Develop executive reports and operational dashboards
▪ Draft professional tenant, vendor, and client communications
▪ Research vendors, regulations, and business solutions
▪ Improve workflows and business processes
▪ Organize knowledge management systems
▪ Support project coordination
▪ Analyze business information and summarize insights
▪ Streamline repetitive administrative tasks
▪ Support AI-assisted content operations and reporting
——
I pride myself on being dependable, proactive, highly organized, and detail-oriented. Whether I’m reconciling financial records, coordinating business operations, supporting executive leadership, or implementing AI-powered workflows, my goal is always the same: to create organized systems that save time, improve efficiency, and allow business owners to focus on growing their business.
Whether you’re looking for a CPA with strong bookkeeping expertise, an Operations Coordinator to help organize your business, or someone who can combine accounting, operations, executive support, and AI into one role, I’d love the opportunity to help.
Bookkeeping
Account Reconciliation
General Ledger
Month-End Close Assistance
Financial Planning
Accounting
Financial Reporting
Financial Analysis
Journal Entries
Budget Planning
Forecasting
Financial Variance Analysis
Financial Statements Preparation
Cost Accounting
Virtual Assistance
Executive Support
AppFolio
Generative AI Prompt
ChatGPT
Claude
Jacquelyn L.
San Diego, California
$48/hr
5.0
15 jobs
I work 1-on-1 with each client to understand their unique business needs, objectives, and concerns. With over 8+ years of bookkeeping and accounting experience across industries like property management, software development, hospitality, e-commerce, marketing, and clean energy, I help business owners get their books accurate, up to date, and structured in a way that delivers meaningful financial data for smarter decision-making.
By working with me, you save time, money, and energy so you can focus on growing your business.
I place a strong focus on accuracy and my expertise spans:
• Full-cycle bookkeeping & monthly account reconciliation
• Accounts Payable & Accounts Receivable management
• Invoicing & collections follow-up
• Detail-oriented reconciliations & error-free record keeping
• Financial statement preparation (P&L, Balance Sheet, Cash Flow)
• Budget vs. actual & variance analysis
• Catch-up and cleanup bookkeeping
• QuickBooks Online (Advanced) & Xero
• AppFolio (property management accounting)
• MS Excel (XLOOKUP, VLOOKUP, Pivot Tables, financial modeling)
• Clear, responsive communication & customer service
I'm a Certified Public Bookkeeper (CPB) candidate through the National Association of Certified Public Bookkeepers (NACPB), and I stay current on accounting standards and best practices as the industry evolves.
I deliver accurate, detailed work on time and at a competitive rate, and I'm always excited to build long-term relationships with clients, whether you need ongoing monthly support or a one-time cleanup project.
Bookkeeping
Accounting Software
Account Reconciliation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Xero
QuickBooks Online
Accounts Receivable Management
AppFolio
GAAP
Microsoft Excel
VLOOKUP
Bill.com
Shopify
Karryn J.
San Diego, California
$75/hr
5.0
13 jobs
Hi, I'm Karryn! I am a skilled remote Bookkeeper and Office Manager with over six years of experience. I specialize in bookkeeping and office administration for real estate related firms, and I have a proven track record of delivering high-quality results for my clients.
Throughout my career, I have worked with clients in various real estate industries, including residential construction, architecture, HOA management, real estate development, and real estate brokerage. Despite my focus in real estate, I also support a mix of small businesses ranging from law firms to software development companies. I am committed to delivering exceptional work and exceeding my clients' expectations, and I take pride in my ability to communicate effectively and collaborate with my clients to achieve their goals.
I am organized and efficient, and I am proficient in Excel and certified in Quickbooks Online. I am always eager to learn and expand my skill set, and I enjoy taking on new challenges and projects.
Bookkeeping
Account Reconciliation
Accounts Payable
Accounts Receivable
Bank Reconciliation
Chart of Accounts
Intuit QuickBooks
Microsoft Excel
Tax Preparation
QuickBooks Online
Invoicing
Income Statement
Real Estate
Financial Reporting
QuickBooks Enterprise
Dexter O.
San Diego, California
$15/hr
5.0
4 jobs
With 4+ years of corporate accounting experience across real estate, consumer goods, and spirits, I bring enterprise-level precision to small business bookkeeping.
My background covers the full accounting cycle, managing high volume AP and AR, reconciling ledgers and maintaining audit ready books under tight deadlines at companies such as Lincoln Property Company and Infinium Spirits.
I hold Quickbooks and Intuit Bookkeeping certifications and specialize in helping small US businesses maintain clean monthly books and accurate financial statements.
What you get:
Monthly reconciliations done on time.
Accurate P&L and balance sheet every month end.
Proactive communication. No need to chase a bookkeeper for updates.
Every account gets my full attention.
Let's talk.
Bookkeeping
Accounts Payable
Accounts Receivable
Chart of Accounts
Data Entry
Intuit QuickBooks
Month-End Close Assistance
Accounts Payable Management
Accounts Receivable Management
Accounting
Journal Entries
Invoicing
QuickBooks Online
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