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👋🏻Hi, I'm Beatriz, a 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝗣𝗿𝗼𝗔𝗱𝘃𝗶𝘀𝗼𝗿 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 with over 15 years of experience helping businesses stay on top of their 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴, 𝗽𝗮𝘆𝗿𝗼𝗹𝗹, 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀. I believe 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 shouldn't be complicated, so I focus on keeping your books accurate, organized, and up to date while providing clear, reliable financial information you can trust. Over the years, I have worked with businesses handling more than $𝟰𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝘀 in 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘁𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀, delivering dependable 𝗤𝘂𝗶𝗰𝗸𝗕𝗼𝗼𝗸𝘀 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 with accuracy and care. 𝐁𝐎𝐎𝐊𝐊𝐄𝐄𝐏𝐈𝐍𝐆 & 𝐐𝐔𝐈𝐂𝐊𝐁𝐎𝐎𝐊𝐒 • Catch-up, clean-up, and historical file rebuilds • Transaction categorization and account reconciliation • Invoicing, AP/AR and bank reconciliations • Chart of accounts setup and custom financial reporting • Monthly P&L, balance sheet and financial statements • Error identification and file optimization 𝐏𝐀𝐘𝐑𝐎𝐋𝐋 • End-to-end payroll processing across QuickBooks Payroll, Gusto, ADP and UKG Ready • Multi-state and multi-EIN environments • Payroll reconciliation, GL mapping, benefits setup, ACA tracking and timekeeping rules • Off-cycle and final checks, garnishments, and payroll tax liability reconciliation UKG READY IMPLEMENTATION & HCM • UKG Ready Subject Matter Expert, from discovery through configuration, testing, deployment and post go-live support • Legacy migrations from Paycor, Paylocity, iSolved, ADP, Paycom and Paychex • Data migration, validation, testing, go-live coordination and end-user training 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐌𝐀𝐍𝐀𝐆𝐄𝐌𝐄𝐍𝐓 • Budgeting, forecasting and cash flow planning • Variance analysis and expense optimization • Monthly, quarterly and year-end reporting • Audit-ready documentation and tax prep support 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 Healthcare, transportation and logistics, construction and field services, fitness and wellness, hospitality, retail and eCommerce, nonprofits and churches, professional services. 𝐏𝐋𝐀𝐓𝐅𝐎𝐑𝐌𝐒 QuickBooks Online (Certified ProAdvisor), QuickBooks Desktop, Xero (Certified), UKG Ready, Gusto, ADP, Paycor, Paycom, Paylocity, iSolved, BILL, Wave, Zoho Books, Shopify, Amazon Seller Central, Excel, SmartSheets. I commonly serve in: QuickBooks Expert, Transaction Correction, QBO Setup, QuickBooks Bookkeeper, QuickBooks Help, QBO Clean Up, QuickBooks Accountant, Bookkeeping, QuickBooks Online Reconciliation, QuickBooks Bookkeeper, Bank Reconciliation, Bookkeeping Cleanup, QuickBooks Assistant, QuickBooks Accountant, QuickBooks Reconciliation, Bookkeeping Services, QuickBooks Clean up, Bookkeeping Support, Accounting Support, QuickBooks Integration, Bookkeeping Specialist, Reconciliation Specialist, Bookkeeping Clean Up, QuickBooks Bookkeeping, QuickBooks Setup, QuickBooks Online Pro, Bookkeeper, Accounts Receivable Pro, QuickBooks Online Bookkeeping, QuickBooks Online Bookkeeper, QuickBooks Cleanup, QuickBooks Audit, QuickBooks Online Cleanup, QuickBooks Support, QuickBooks Online Clean up, QuickBooks Advisor, Accounts Receivable, QuickBooks, Payroll Specialist, QuickBooks Accounting, QuickBooks Online Expert, QuickBooks Payroll Setup, Transactions Categorization, QuickBooks Maintenance, Accounts Payable Assistance, QuickBooks Bookkeeping, QuickBooks Setup, QuickBooks Online Pro, Bookkeeper, Accounts Receivable Pro, QuickBooks Online Bookkeeping, QuickBooks Online Bookkeeper, QuickBooks Cleanup, QuickBooks Audit, QuickBooks Online Cleanup, QuickBooks Support, QuickBooks Online Clean up, QuickBooks Advisor, Accounts Receivable, QuickBooks, Payroll Specialist, Reconciliation Accountant, QuickBooks Online, QuickBooks Expert Bookkeeper, QBO Accountant, Bookkeeper & Workflow Auditor, QuickBooks Set Up & Maintenance, QuickBooks Revamp, XERO Bookkeeper, QuickBooks ProAdvisor, Financial Management, QuickBooks Enterprise Specialist, Accounts Payable Specialist, Xero Account Reconciliation, Financial Reconciliation, Payroll Consultant, QuickBooks Online Accountant, Xero Accounting, Accounts Preparation, Personal Cash Management, Business Accounting Pro, Payroll setup, Xero Bookkeeping, Accountant, Whether you need books caught up, payroll running clean, or a UKG Ready implementation delivered on time, I'd love to hear what you're working on.

16+ years of full-cycle bookkeeping experience supporting CPA practices and growing businesses across Canada. If your books are messy, your GST/HST filings are falling behind, and financial stress is getting the better of you, I'm the professional who cleans it up to penny precision. Drop me an invite or message and I'll review your current setup - honest feedback, direct solutions, no pitch. Currently working remotely for SMB LLP, CPAs (Mississauga, Ontario), managing full-cycle bookkeeping for multiple Canadian clients across industries including transportation, legal (Clio integration), staffing agencies, import/export, and retail/fitness sectors. What I do for my clients: • Full-cycle bookkeeping and month-end/year-end close • Bank, credit card, and intercompany reconciliations (AI-assisted for faster turnaround, always reviewed and finalized by me) • Accounts payable, accounts receivable, and expense allocations • GST/HST and QST filings, including input tax credit (ITC) accuracy • T4A preparation and payroll journal entries • Financial statements: Profit & Loss, Balance Sheet • Cleanup and catch-up bookkeeping • QuickBooks Online and QuickBooks Desktop Why clients trust me: • Certified QuickBooks Online ProAdvisor • 16+ years of hands-on experience in full-cycle bookkeeping • Proven remote work track record with an active Canadian CPA firm • Strong attention to detail with high-accuracy standards • Direct client communication - no middlemen, no delays If you need a reliable, experienced bookkeeper who understands Canadian accounting inside and out, let's talk.

I help businesses, especially blue-collar and home service businesses, make more money by improving their operations, financial visibility, and business systems. As an Official Jobber Partner, I specialize in helping businesses implement and optimize platforms like Jobber, JobTread, ServiceTitan, Housecall Pro, QuickBooks, ClientBooks, and AI-powered business systems that reduce manual work, improve accountability, and support long-term growth. Before founding Kalea Consulting, I spent nearly two decades operating one of the highest-performing blue-collar operations within a $5B+ corporation. For more than 12 years, I led multi-million-dollar operations with full profit and loss responsibility, where forecasting, budgeting, operational discipline, people leadership, and financial performance were part of my daily responsibilities. Every engagement begins with the same question: What's preventing this business from operating at its full potential? I don't start with software or dashboards. I start by understanding how your business operates, where bottlenecks exist, and why problems keep resurfacing. Once those issues are identified, I build systems that improve profitability, strengthen accountability, and give owners confidence in the decisions they make every day. The biggest business problems rarely originate in the numbers alone. Financial statements, dashboards, and software can tell you what happened. My role is helping uncover why it happened and building the operational systems that prevent those problems from happening again. My approach combines operational leadership, financial insight, technology, and human behavior because businesses are ultimately run by people, not spreadsheets. I also bring enterprise AI training through OpenAI and extensive hands-on experience implementing AI into real business operations through workflow automation, MCP integrations, and intelligent business systems that create measurable business value. The goal isn't simply to improve a process. It's to build an organization that operates predictably, scales effectively, and becomes less dependent on the owner. __________________ Owners contact me when • revenue is growing, but profitability isn't keeping pace • the business they built around their passion is consuming their time instead of creating freedom • bookkeeping, job costing, and financial reporting no longer provide confidence in business decisions • Jobber, JobTread, QuickBooks, or other business systems are underutilized, disconnected, or could benefit from AI automation • employees rely on the owner because accountability and operational structure are missing • estimating, scheduling, and field operations aren't aligned, creating daily frustration and constant firefighting • problems keep repeating despite meetings, conversations, and good intentions • operational chaos is taking the enjoyment out of the business they worked so hard to build __________________ What I implement • Business operating systems (Jobber, JobTread, Housecall Pro, ServiceTitan, QuickBooks, ClientBooks) • AI workflow automation and business process optimization • SOPs, workflows, accountability, and operational structure • Job costing, KPIs, forecasting, budgeting, and financial visibility • Pricing strategy, profitability improvement, hiring, and business growth __________________ Typical outcomes • improved profitability through stronger operational discipline • accurate financial visibility and meaningful business reporting • streamlined workflows and better utilization of business systems • reduced owner dependence through documented processes and accountability • stronger forecasting, budgeting, and operational planning • management meetings that result in decisions and measurable action __________________ Education & Credentials • Official Jobber Partner • B.S. Business Data Analytics, Arizona State University (Summa Cum Laude) • IMA CMA (Certified Management Accountant) Candidate with approved experience in management accounting, forecasting, variance analysis, operational finance, performance management, and operational decision support. • Intuit Certified QuickBooks Online ProAdvisor - Level 1 & Advanced Level 2

I enjoy and am proficient doing Bookkeeping in Xero and Quickbooks Online. My achievements include successful integration and complete setup of A2X with Xero and Amazon. During my entire career i have worked on several softwares which are as follows: - Xero and QuickBooks Online, - BuilderTrend - Dear Inventory, - Dext, Hubdoc and Receipt Bank, - GreenBack, - A2X, - TeamWork and Hive, - Gusto, - CoConstruct, - ServiceM8,

For 11+ years, I've been turning financial chaos into clean, balanced books — backed by an Accounting degree and a sharp eye for detail. I work with businesses across both Canada and the United States, so whether you're dealing with GST/HST or US sales tax, W-2s or T4s, I can keep your books accurate and audit-ready. Whether you're a startup that needs a books cleanup or an established business looking for long-term bookkeeping support, I bring accuracy, confidentiality, and clear communication to every project. I enjoy making numbers make sense so business owners can focus on growth. KEY COMPETENCIES AND EXPERTISE AREAS: * Books Cleanup & Catch-Up Bookkeeping * Full-Cycle Bookkeeping — from regular transaction recording (weekly/monthly) through year-end prep * Cash Flow Tracking, Budgeting & Forecasting * Accounts Payable / Accounts Receivable Tracking & Reconciliation * Bank, Credit Card & Account Reconciliation * Financial Reporting (Balance Sheet, P&L, Cash Flow Statements) * Month-End & Year-End Close * QuickBooks Online (Certified ProAdvisor), Xero, Microsoft Office, Square, Stripe, Wagepoint * US Sales Tax / 1099-NEC Prep Support & Canadian Tax Filings (GST/HST/PST, Source Deductions) * Cross-Border Bookkeeping — comfortable working with both Canadian and US businesses Let's connect — I'd love to learn about your business and see how I can help keep your books clean, accurate, and stress-free.

I am a certified QuickBooks Online ProAdvisor and experienced accountant with over six years of experience working as a remote bookkeeper with nonprofit and for-profit organizations in the USA. I have expertise in the following areas: - Clean-up projects to fix years of messy data. Get your books clean in no time. - Categorizing Bank and Credit Card Transactions - Month-end close -Year-end finalization - Reconciling Bank Accounts and Credit Cards - Setting up and maintaining the Chart of Accounts - Reconciling Stripe, PayPal, Ramp, Billcom, and Square transactions - Processing bills using Billcom - Processing payroll using QuickBooks Payroll and GUSTO - Integrating Bank and Payment Processors - GAAP - Financial Reports: Balance Sheet and Profit and Loss - Filing 1099s using QuickBooks Online or tax1099com - Using A2X, SaasAnt, Clickup, Hubstaff, and Excel Nonprofits: -I have handled the bookkeeping for more than 20 nonprofit organizations in California. - Tracking Grant Expenses using Sub-Customers or Projects - Recording donations from donation platforms like Give Lively, Zeffy, Benevity, GiveButter, PayPal Giving Fund, Network for Good, Donorbox, and DonorPerfect - Fund Accounting - Nonprofit GAAP - Functional Expenses Reports - Payroll Processing - Data migration - Expense Allocation (Programs, Fundraising, and G&M) - Producing comprehensive financial reports, including Statements of Financial Position, Statements of Activities, and Restricted Funds Reports. - Utilizing Google Workspace (Sheets and Docs) - Office 360 (Excel, Word, etc.) I can help you keep your books accurate and up to date.