Hire the Best Xero Specialists
in the United States

*I am a XERO-Certified Bookkeeper specializing in bringing organization and clarity to your business books. If you need help understanding your business numbers, I can help! *I can install accounting software, work with Excel, Google Sheets, templates, or spreadsheets. I can clean up your books so you can maintain them, or provide a Done-For-You Bookkeeping service, so you don't have to touch a number! *With a strong passion for organization, I have experience as a former professional organizer. While I can organize closets and junk drawers, my true passion lies in organizing the numbers in your business books. I really enjoy leading projects, making lists, checking things off, categorizing, putting things in buckets, reconciling, and doing all of the number nerdy things most people dislike. *As a skilled communicator, I can explain and simplify difficult concepts into easily-digestible information. My communication skills also extend to copywriting, editing, research, proofreading, and grammar-checking. I can do it all, leveraging my background as a former English major. *Communication is a top priority for me, and I am committed to staying in touch while I help you and your organization make the most of my skills to the best of my ability.

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

Hi there! Are you feeling overwhelmed by your financial records and need someone you can trust to help make sense of it all? I’m here to help. I specialize in bookkeeping, accounts payable, accounts receivable, and account reconciliation, ensuring your financial records are organized, streamlined, and accurate so you can focus on what you do best, running your business. What I Bring to the Table: -Experience You Can Count On: I’ve worked with businesses of all sizes to ensure their financial records are organized, clear, and up-to-date, including expertise in QuickBooks Online, Xero, Oracle NetSuite, and SAP Business Objects. -Tools That Work for You: I’m skilled in QuickBooks Online, Xero, Bill.com, Salesforce, Trello, and Microsoft Excel, so I can seamlessly integrate with the tools you already use or recommend the best fit for your needs. -Personalized Approach: No two businesses are the same, so I tailor my services to meet your unique accounting and data analysis needs. How I Can Help: -Recording and organizing financial transactions -Reconciling bank and credit card accounts to keep everything balanced -Managing accounts payable and accounts receivable -Cleaning up outdated records or tackling messy books -Providing clear and simple financial reports to help you make decisions with confidence Why Work With Me? I know how much your business means to you, and I take that responsibility seriously. I’m detail-oriented, reliable, and easy to work with. My goal is to give you peace of mind knowing your books are in great shape so you can focus on growing your business. Whether you need ongoing support or help with a one-time project, I’d love to partner with you to make your financial processes stress-free and straightforward. Let’s make your business finances feel a little lighter and a whole lot easier. Afternoons and evenings work best. Reach out today, and let’s chat!

Bookkeeping | QuickBooks Online | Accounting | Bank Reconciliation | Credit Card Reconciliation | Xero | Intuit Quickbooks | Accountant | Bookkeeper| QuickBooks Certified | Xero Certified| Payroll | AP | AR | CatchUp Bookkeeping |Tax preparation support | Financial statements & reporting | Balance Sheet & Income Statement | Accounts Payable & Accounts Receivable | Payroll processing |QuickBooks Accountant | Accounting Cycle Expert bookkeeper with 15+ years of experience in accounting, bookkeeping, bank reconciliation, clean up, catch up, and utilizing top-tier cloud accounting software such as QuickBooks Online, Intuit QuickBooks, FreshBook, and Xero. My expertise includes a wide range of bookkeeping and accounting tasks including AP/AR management, invoicing, categorization, payment processing, financial statements, and full cleanup/catchup for businesses of all sizes. I provide professional bookkeeping services for small businesses, CPA firms, eCommerce companies (eBay sellers, Amazon FBA, Etsy shops, Shopify stores), digital marketing agencies, SaaS platform rental/vacation businesses, start-ups, personal accounting, real estate investors, technology companies, property management, designers, attorneys, manufacturers, importers, plumbing/electrical businesses, restaurants, freelancers, virtual bookkeeping setups, and healthcare professionals. Accounting and bookkeeping responsibilities include but are not limited to: ◉ Proficient Bookkeeper & Accountant ◉ Managing general ledger, journal entries, and transactions ◉ QuickBooks Online or Xero setup ◉ QuickBooks Online or Xero cleanup & catchup ◉ Bank reconciliation ◉ Account reconciliation ◉ Accounts Payable & Accounts Receivable ◉ Balance Sheet & Income Statement ◉ Financial statements & reporting ◉ Budgeting and variance analysis ◉ Financial projections and modeling ◉ Tax preparation support ◉ Payroll processing ◉ Real estate & eCommerce bookkeeping ◉ Administrative and virtual accounting support Software & Tools Proficiency: ◉ Intuit QuickBooks Accountant ◉ QuickBooks Online ◉ Xero ◉ SAP Accounting ◉ Microsoft Excel, Word, PowerPoint ◉ Amazon, eBay, Shopify, Stripe, PayPal ◉ Google Sheets & Docs ◉ Gmail, Outlook, Calendar Management ◉ WhatsApp, Skype, Zoom ◉ Trello, Slack Benefits of hiring me as your bookkeeper and accountant: ◉ Certified Full-Charge Bookkeeper ◉ QuickBooks Online Advanced Certified ProAdvisor ◉ Xero Certified Advisor ◉ SAP Accounting expert ◉ Accurate & detailed financial data entry ◉ Tax return preparation support ◉ Strong communication skills ◉ Reliable, organized, and deadline-oriented Let’s get started: If you're looking for a reliable, detail-oriented, and experienced bookkeeper to manage your finances, streamline your accounting processes, and support your business growth — I’m here to help. Let’s connect and discuss how I can bring clarity and accuracy to your financial operations. #Bookkeeping #IntuitQuickBooks #Accounting #BankReconciliation #Bookkeeper #Quickbooks #Accountant #QuickBooksOnline #QBOProAdvisor #XeroCertified #AccountingServices #VirtualBookkeeper #SmallBusinessAccounting #EcommerceBookkeeping #AmazonFBA #ShopifyBookkeeper #CatchUpBookkeeping #CleanUpBookkeeping #FinancialReporting #BankReconciliation #APAR #GeneralLedger #PayrollServices #TaxSupport #RealEstateBookkeeping #CPAClientReady #CloudAccounting #RemoteAccountant #FinancialStatements #Budgeting #CashFlowManagement #QBOnline #XeroAdvisor #AccountingExpert #BookkeepingServices #OutsourcedAccounting #BusinessFinances #DataEntrySpecialist

✨ Senior API Integration & AI Automation Specialist | LLM & OpenAI Expert ✨ Core Expertise: API Integrations • AI Agents • LLM Applications • OpenAI API • Payment Gateways • ERP Systems • Chatbots • Microservices • Marketing Tools • Healthcare Systems • Financial Platforms • Middleware • CRM • Social Media APIs • Databases • E-commerce • Workflow Automation I help businesses connect platforms, automate workflows, and build scalable AI-powered systems using APIs, LLMs, and modern backend technologies. My expertise includes API integrations, AI agents, OpenAI-powered applications, payment gateway systems, CRM/ERP synchronization, workflow automation, and custom middleware development. I focus on building reliable integrations that improve operational efficiency, reduce manual work, and scale smoothly with business growth. Core Expertise: ✔ API Integrations ✔ AI Agents & LLM Applications ✔ OpenAI API & Automation ✔ Payment Gateway Integrations ✔ QuickBooks & Xero Integrations ✔ CRM & ERP Systems ✔ Twilio, WhatsApp & Messaging APIs ✔ Webhooks & Microservices ✔ Healthcare & Financial Systems ✔ E-commerce Integrations ✔ Custom Backend Development Tech Stack: Node.js • NestJS • Python • FastAPI • Express.js • PostgreSQL • MongoDB • Redis • REST APIs • GraphQL • Docker • AWS • Firebase I’ve worked on integrations involving payment platforms, accounting systems, AI chatbots, communication APIs, SaaS products, and enterprise workflow automation systems. Why clients work with me: ✅ Clean and scalable architecture ✅ Fast communication and reliable delivery ✅ Business-focused solutions ✅ Long-term maintainable systems ✅ Strong debugging and problem-solving skills If you need an experienced developer to build secure integrations or AI-powered automation systems, feel free to invite me to your project or schedule a quick chat.

I’m Jodi, your dedicated QuickBooks ProAdvisor and Bookkeeping Specialist. With a knack for numbers and over 15 years experience, I'm here to simplify your financial journey and empower your business to thrive. Let me help you get the most out of QuickBooks. I can help you: • Set up your account correctly • Keep your bookkeeping up to date and organized • Show you how to cut costs with QuickBooks • Pass through exclusive QuickBooks discounts with you (as much as 30% off!) While I've had the pleasure of working with clients across various industries, my expertise shines brightest in serving service-based businesses, roofing, real estate and construction. I Can Help You with: • General Bookkeeping: Organized and efficient bookkeeping services tailored to the unique requirements of your business. • Financial Reporting: Accurate reporting to help you understand your business’s financial health. • Account Reconciliations: Ensuring all financial transactions are accurately logged and reconciled. • Financial Guidance: I can provide expert advice to help steer your financial strategy in the right direction. • Invoicing: Timely generation of invoices to streamline your cash flow. Here’s what getting started with me looks like: • First, we’ll schedule a 15-minute call so we can get to know each other. During this time, I’ll learn from you what your specific needs and concerns about your business are. • From there, you’ll add me to your QuickBooks account, and if you don’t have one, we’ll get you set up. • Then I’ll send over a QBO checkup and custom proposal that matches your goals. • Finally, you’ll hire me here on Upwork and we’ll get started. Based in Houston, TX, I'm here to support your business wherever you are. When I'm not balancing books, you can find me indulging in my hobbies like RVing with my husband and spending time with our granddaughter. I'm dedicated to providing friendly, reliable support every step of the way. I'm open to all small businesses and can adapt to different time zones as necessary. Connect with me and let's discuss how I can support your financial needs. I look forward to getting to know you!