Anna Liza Jimenez

A highly skilled financial professional with expertise in bookkeeping, financial management, and client advisory services. With a strong background in QuickBooks Online (QBO), financial analysis, and operational management, I ensure accuracy, efficiency, and compliance in all financial transactions.

Key Strengths & Expertise:

✔ Bookkeeping & Accounting – Proficient in managing daily transactions, reconciliations, and financial reporting.

✔ Financial Advisory – Guiding clients in financial planning and insurance solutions.

✔ Operations & Team Leadership – Experienced in managing teams, optimizing workflows, and driving efficiency.

✔ Process Improvement – Skilled in streamlining operations to enhance productivity and accuracy.

✔ Client Relationship Management – Strong ability to build trust, provide tailored solutions, and ensure customer satisfaction.

Backed by years of experience in finance, insurance, and corporate operations, I am committed to delivering accurate, efficient, and strategic financial solutions to businesses and individuals.