QuickBooks Certified ProAdvisor | Bookkeeper (10+years Exp)
I'm an Accountant, Bookkeeper and QuickBooks Advanced Certified ProAdvisor. I specialize in helping small business owners free up their time to focus on growing their businesses.
Below are the areas of my expertise in QuickBooks.
✔️ Setting up, Cleaning, merging the Chart of Accounts in QuickBooks Online.
✔️ Invoicing the customer based on estimate or agreement, Invoicing for billable expenses, Invoicing for delayed credit, and progress invoicing.
✔️ Setting up the advance price rules for any discount offered by the client.
✔️ Processing the sales receipts from customers through an undeposited fund.
✔️ Processing the expense/Check/bills for recording the expenses.
✔️ Categorization of expenses and revenue based on class/location/Sub customer/Projects.
✔️ Writing off the Invoices or closing accounts receivable balance.
✔️ Management of customer advance receipt and Vendor’s prepayments.
✔️ Setting up the inventory management in QBO.
✔️ Compliance with standard QBO workflow for purchase and sales entries with inventory items.
✔️ Adjustment of Inventories both quantity as well as value.
✔️ Use of recurring transaction features in QBO.
✔️ Setting up the Multicurrency in QBO and revaluation of closing balances as per best practices suggested by QBO.
✔️ Bank reconciliation, uploading of bank feed directly from bank login or manually with the bank statement.
✔️ Matching of Bank feeds with book entries, passing of unmatched entries including bank charges or bank fees, and finalization of bank reconciliation.
✔️ Managing the suggested rules in QBO for Bank reconciliation.
✔️ Setting of auto rules for recurring transactions, review of auto-matched transactions.
✔️ Handling of payroll in QuickBooks payroll applications.
✔️ Review and process the sales tax payments based on the sales tax rules applicable to the state. ✔️ Filing of sales tax returns after verification of the relevant data.
✔️ Preparation of Taxes and 1099-MISC for USA clients.
✔️ Closing the accounting period with password and verification of any backdated entries passed.
✔️ Creation of monthly, quarterly, and annual budgets in QBO.
✔️ Analysis of Financial transactions and closing accounts balances.
✔️ Analysis of Actual results with budgets.
✔️ Reclassification of any uncategorized income, expenses, assets, liabilities, class, and Location.
✔️ Ensuring every account is neat and matching with supporting documents.
✔️ Preparation of Profit and loss account, balance sheet, and cash flow for client review.
✔️ Customization of inbuilt reports in QBO and monthly scheduling of the reports for client review.
So what are the benefits a client will get by hiring me as a freelancer?
1) The client gets a qualified and certified QuickBooks accountant who can work as per the client's time zone and expedite a quick turnaround time for accounting tasks.
2) One-Stop-Shop where the client can able to fulfill all accounting, financial projection, and taxation-related tasks in one place.
3) Focus on automation of accounting tasks which increases data accuracy and efficiency and reduces time and cost of accounting.
4) The client can concentrate on business operation and increasing the profit leaving all the accounting responsibility on the qualified accountant.
5) Customized dashboard/KPI's indicating the key insight of business activities.
6) Monthly/Quarterly/Yearly value-added reports on Inventories movements, receivable aging, payable aging, and Cashflows reports for further expansion.
If you need an accountant with all skills and benefits mentioned above, then you need me. Plus, I will establish an easy accounting system with easy access to your financial information for understanding your books, all without any problem.
Other Softwares:
Xero
SAP
Microsoft Dynamics
Blackline
Sales
Sales Tax
Expense Reporting
Bookkeeping
Microsoft Office
Accounts Payable Management
Financial Analysis
Balance Sheet
Accounts Receivable
Bank Reconciliation
Tax Preparation
Microsoft Excel
