Hire the Best QBurst Omnia Specialists

I am an analytical and dynamic individual who was a proven history of exceeding expectations through consistent performance. Some of the key talents I can bring include streamlining accounting processes, improving receivables turnover, and creating a more effective system for accurate financial reporting and analysis through the utilization of accounting platforms such as Quickbooks Online.

QuickBooks Online ProAdvisor–Certified Bookkeeper with 6 years of experience supporting U.S.-based clients. I help small and mid-sized businesses maintain accurate, organized, and audit-ready financial records. My expertise includes monthly bookkeeping, bank and credit card reconciliations, AR/AP, cleanup projects, and financial reporting (P&L & Balance Sheet). I’m detail-oriented, consistent month to month, and proactive in identifying discrepancies or unusual transactions. In addition to QuickBooks, I have hands-on experience with Xero, Buildium, and Yardi, along with working on Stripe payment processing, fee tracking, and reconciliation of payment platforms. I also have experience in property management accounting, ensuring smooth handling of rent collections, owner statements, and expense tracking. I currently work with U.S.-based clients and am well-versed in U.S. accounting practices, timelines, and compliance expectations. I communicate clearly, work independently, and maintain strict confidentiality (NDA-friendly).

Industries I specialize in - Service Industries, Law Firms, Restaurants, Health Practices, E-Commerce, Marketing, Manufacturing & Retail I also specialize in QuickBooks Online Cleanup: My biggest cleanup was for over 7 years of 6 bank accounts and 8 credit cards Professional Bookkeeper with an Accounting Degree specializing in Bookkeeping for over 25 years. Software Systems Experience Accounting Software: QuickBooks Online, Xero, Wave, Billcom, Expensify, Service Fusion, Stripe, Shopify, Square, Toast, Cohesion for Restaurants, Lockbox Application, Salesforce Payroll Softwares ADP Workforce, ADP TotalSource, ADP Run, Paychex Flex,Gusto Payroll, Trinet, Paylocity, QuickBooks Payroll, Heartland, Rippling & Justworks Legal Software: Saga, TrialWorks, LawPay, Clio, MyCase, Tabs3 Full-service bookkeeping & Payroll Services for all clients will include the following - 1.Reviewing your books line by line to categorize any past transactions and reconcile your accounts 2.Ensure the accuracy of your books by maintaining your accounts throughout each month 3.Provide a seamless bookkeeping experience through communication between me and the client 4.Monitor the health of your business by running and reviewing monthly reports 5.Prepare you for tax time with a customized year-end review to hand off to your tax accountant 6.Provide ongoing support via on-demand chat and scheduled video conference. 7. Process payroll and Prepare 1099s if needed 8. Sales Tax Filing 9. I am certified in ADP, Paychex, Gusto payroll, Heartland Payroll, QuickBooks Payroll 10. I have certification in - Accounting, Bookkeeping, QuickBooks, Wave, Payroll RESUME BELOW: Work Experience Freelancer – Full Charge Bookkeeper & Payroll Clerk UPWORK Nov 2020 to Present • Performing accounting, bookkeeping, payroll & HR services to clients, companies and individuals. • Certified in QuickBooks, Xero, Quicken & Wave • Help clients with new set up of accounting software • Help clients clean up and stay current with their accounting programs • Accounts Payable, Accounts Receivable & Collections • Lockbox processes, cash applications, purchase orders • Bank reconciliation, financial spreadsheets, budgets • Prepare, process payroll using payroll services: Paychex Flex, ADP TotalSource, ADP Workforce, Gusto & Trinet • Provide monthly, Quarterly and annual financial reporting to clients • Assist with HR matters such as hiring, onboarding and termination of employees • Assist with insurance and benefits registrations for employees and employers Director of Finance/Payroll Manager LAW OFFICES OF MICHAEL S LAMONSOFF, PLLC - New York, NY November 2005 to November 2020 • Record and monitor all the client billing and disbursements per case • Handle all the deposits and settlements into the Escrow/IOLA Escrow accounts • Bank reconciliations of operating, escrow and credit card accounts for both business and attorneys • A/P, A/R processing • Monthly, quarterly and annual financial reporting • Handle all petty cash, and oversee the billing for all the attorneys per month • Supervised department staff • Process payroll for over 60 employees • Handle all HR Matters including employee benefit packages, boarding and off boarding of employees • Prepared all yearly 1099's and monthly reconciled all payroll and benefits reports • Interviewing and preparing offer letters for all new hires • Create and update employee handbooks • Track Employees Time-sheets and Accrual Time for PTO & Vacation • Renewed all Insurance policies for the firm Accounting Manager/Full Charge Bookkeeper ROM REALTY, LLC - Long Island, NY February 2000 to November 2005 • Handle all the accounting & finances for all properties • Handle all the human resources & payroll duties including processing payroll for over 75 employees • Invoices/expense reports, payment transactions, bank reconciliation, process all incoming & outgoing bank activities • Create & maintain spreadsheets using advanced Excel functions & calculations to develop reports & lists • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company • Manage all the calendars, meetings, travel arrangements for the CEO • Prepare all the tenant leases and renewals & handle all the rent rolls • Maintain detailed administrative & procedural processes to improve accuracy & efficiency Office Manager/Bookkeeper GALMER, LTD - Long Island, NY March 1997 to Feb 2000 • Supervised a three-person clerical staff and 12 Labor Workers & Processed Payroll for all employees and contractors • Accounts Payable and Accounts Receivable, and all clerical duties • Assisted in the shipping and receiving department with documentation • Assisted in Customer Service with old and new orders, processed all incoming and outgoing orders for our products. • Handle all the administrative duties as well as managed all the buildings owned by the realty estate company

🏆 CPA USA (Licensed) | Chartered Accountant | 10+ Years | QuickBooks ProAdvisor | Xero Certified Are your books a mess? Behind on reconciliations? Need a REAL accountant — not just a data entry person — to take accounting completely off your plate? You're in the right place. I am CPA USA (Licensed) Sarthak Agarwal and a Chartered Accountant (India) with 10+ years of hands-on experience managing books for 30+ US, Canadian & Australian clients simultaneously. ✅ WHY CLIENTS CHOOSE ME: ✔ CPA USA (Licensed) — US tax & GAAP expertise at CA-level depth ✔ QuickBooks Online Advanced Certified ProAdvisor (Intuit Verified) ✔ Xero Certified Advisor — setup, cleanup & ongoing management ✔ Managed 30+ client portfolios for a Montreal-based CPA firm ✔ Zero errors policy — peer-reviewed work before every delivery ✔ Same-day responses | Zoom/screen share available anytime 💎 BOOKKEEPING SERVICES: ✓ Full-cycle bookkeeping (QBO, Xero, Wave, NetSuite, Zoho, Sage) ✓ Bank, credit card, PayPal & Stripe reconciliations ✓ Accounts Receivable & Payable management ✓ Payroll processing (QuickBooks, Gusto, ADP) ✓ Catch-up & cleanup bookkeeping (any backlog size) ✓ Invoicing, bills, POs, expense categorization 💎 ACCOUNTING & TAX: ✓ Monthly/quarterly financial statements (P&L, Balance Sheet, Cash Flow) ✓ US Individual & Corporate Tax Returns ✓ 1099 & W-2 preparation and filing ✓ Canadian GST/HST, Australian BAS filings ✓ Job costing & project accounting 💎 INDUSTRIES SERVED: E-commerce | Real Estate & Property Mgmt | SaaS/Tech | Construction | Non-Profit | Trucking | Healthcare | Law Firms | Retail | Restaurants | Marketing Agencies | Amazon/Shopify Sellers 🔧 TOOLS I USE DAILY: QuickBooks Online & Desktop | Xero | Wave | NetSuite | Zoho | FreshBooks | Bill(dot)com | A2X | Hubdoc | Dext | Expensify | Gusto | ADP | Stripe | Shopify | AppFolio | Buildium | Advanced Excel 📌 NEXT STEP: Send me a message or invite me to your job. I respond within hours — not days. Let's get your books clean, accurate & stress-free. Best Regards, CA Sarthak Agarwal | CPA USA (Licensed)

I help small businesses and startups stay organized, accurate, and on top of their finances without the stress. QuickBooks Online Certified ProAdvisor (Level 1 & Level 2), QuickBooks Payroll Certified, and Intuit Bookkeeping Certified with experience supporting full cycle bookkeeping operations, including AP/AR, reconciliations, invoicing, purchase orders, payroll support, and month end close. Over the past several years, I have supported accounting and operational workflows for growing businesses, working directly with founders and leadership to maintain clean financial records, organized reporting, and reliable day to day financial processes. Here’s how I can help: - Clean up and organize messy books - Perform monthly bank and credit card reconciliations - Manage AP/AR, invoicing, and collections - Purchase order and invoice tracking - Support payroll and contractor payment workflows - Prepare financial reports (P&L, Balance Sheet) - Support month end close and ongoing bookkeeping - Improve workflows and streamline financial processes Tools I work with: QuickBooks Online, Xero, Bill .com, Brex, Stripe, PayPal, Mercury, Melio, AccountEdge, Excel, JustWorks, Google Sheets, ConnectWise, Gusto, and ADP related workflows I am detail oriented, reliable, and comfortable working independently in fast paced environments. If you need someone who can take ownership of your books and help keep financial operations running smoothly, I am here to help.

I am a certified QuickBooks Online and Xero bookkeeper with hands-on experience supporting solar and roofing companies, nonprofits, small businesses, digital marketing agencies, and property/real estate operations. I specialize in job costing, bank reconciliations, cleanup and catch-up bookkeeping, AP/AR, payroll processing, onboarding employees, and monthly financial reporting, ensuring your books stay accurate, organized, and audit-ready. Core Bookkeeping Expertise (QBO & Xero) Bank and credit card reconciliations Transaction review and categorization Accounts payable and accounts receivable management Vendor setup and bill & invoice processing Chart of accounts setup and optimization Cleanup and catch-up bookkeeping Monthly financial reporting (P&L, Balance Sheet, Cash Flow) QBO and Xero company setup and migrations Accuracy reviews, troubleshooting, and books cleanup Industry Focus: Solar & Roofing (Job Costing) Job costing for materials, labor, equipment, permits, and overhead Commission tracking for setters, closers, managers, and leadership Review of dealer fees, funding stages, and project profitability Project-based expense tracking and reconciliation Coordination of financial data from CRMs and project management portals Additional Clients & Niches Supported Nonprofits: donation tracking, fund allocation, and grant-related expenses Small Businesses: day-to-day bookkeeping, workflows, and monthly reporting Digital Marketing Agencies: subscription billing, contractor payments, and ad-spend reconciliation Property & Real Estate: expense tracking, maintenance costs, and rental/asset bookkeeping Admin & System Support Email and file organization Google Workspace (Docs, Sheets, Drive) Data entry and operational support Quick adaptability to CRMs and internal systems I provide accurate books, clear financial reports, timely communication, and dependable ongoing support. If you’re looking for a bookkeeper who understands service-based businesses, contractors, solar and roofing workflows, nonprofits, property management, and digital marketing operations, I’m here to help keep everything running smoothly. If you need consistent monthly support, clean reconciliations, and well-organized financial records, feel free to reach out, I’m ready to get started.