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You will get a start to your Quickbooks account that will set you up for future success

Sheri-lyn S.Status: Offline
Sheri-lyn S. Sheri-lyn S.
4.8
Preview image

Let a pro handle the details

Buy Business Consulting services from Sheri-lyn, priced and ready to go.
Sheri-lyn S.Status: Offline
Sheri-lyn S. Sheri-lyn S.
4.8
Preview image

Let a pro handle the details

Buy Business Consulting services from Sheri-lyn, priced and ready to go.

Project details

I have over 20 years accounting and systems experience. I am a Certified Business Analyst (CBAP) and also QBO Proadvisor certified. I have worked on a vast variety of financial systems from very large ERP systems to Quickbooks and also advanced Excel spreadsheets. I have helped several companies convert to Quickbooks now. I believe in proper set up of your financial books is critical for the success of a business
Industry
Financial Services, Software

What's included $250

These options are included with the project scope.

$250
  • Delivery Time 30 days
  • Live Consultation (Minutes) 60
4.8
14 reviews
86% Complete
(12)
14% Complete
(2)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

AS

Anastasiya S.
5.00
Apr 22, 2026
Corporate accountant / Bookkeeper - dental

AC

Ani C.
5.00
Apr 30, 2024
Need help categorizing and labeling the Quicken I am using for my business.

OK

Olaf K.
4.00
Mar 20, 2023
Data migration into SAP Business One

GM

Gabriel M.
5.00
Mar 29, 2022
Seeking exceptional, proactive accountant to clean up our books and make meaning from our numbers. Excellent professional work. clear communication. It felt like I got a top talent for a very reasonable price considering.

PK

Peter K.
4.40
May 15, 2019
Building google sheets to manage a project budget Super knowledgable about google sheets, pulled together a challenging connected project for us. Great work!
Sheri-lyn S.Status: Offline

About Sheri-lyn

Sheri-lyn S.Status: Offline
CBAP,CBDA Business Analyst - Finance Support - Systems/Excel Expert
4.8  (14 reviews)
Calgary, Canada - 6:20 pm local time
I am a CBAP and CBDA certified professional skilled at providing business system support to a wide variety of users. I am also ITIL Foundations Certified. I have 20+ years’ experience providing support for various accounting systems - Quickbooks (QBO ProAdvisor), Acumatica (ERP), Entero, JD Edwards (ERP), Qbyte, OpenInvoice, SAP (ERP), VIM (OpenText), JibLink; as well as 25+ years experience in the oil and gas industry. This experience includes business analysis activities involved in several large and small system implementations including documenting business requirements, data conversion activities, user acceptance testing and training new users. I have a strong understanding of the business processes that these systems will support - including areas such as Midstream & Marketing accounting, NGL accounting, Upstream & International accounting. I also have small system implementation experience from Acumatica to QBO - as well as many years of reporting projects using SQL, Power BI and Excel.

Steps for completing your project

After purchasing the project, send requirements so Sheri-lyn can start the project.

Delivery time starts when Sheri-lyn receives requirements from you.

Sheri-lyn works on your project following the steps below.

Revisions may occur after the delivery date.

Set up QBO account - purchase

Set up an appropriate Chart of Accounts

Review the work, release payment, and leave feedback to Sheri-lyn.