As a Certified QuickBooks ProAdvisor with over nine years of dedicated experience, I partner with small businesses across the USA to transform financial complexity into clear, tax-ready results. I am passionate about moving clients beyond basic data entry to deliver organized books and actionable insights that empower business growth and reduce stress. My expertise is focused on the complete financial cycle:
✔ QuickBooks Cleanup & Organization: Specializing in resolving historical errors, reconciling complex accounts and setting up streamlined systems that provide an accurate financial foundation.
✔ Full-Cycle Bookkeeping: Managing accounts payable, accounts receivable and meticulous bank/credit card reconciliations for ongoing financial integrity.
✔ Advanced Payroll Management: Handling multi-state and cross-border payroll (including W-2, 1099, and T4 reporting) with seamless integration.
✔ Strategic Financial Reporting: Providing detailed Balance Sheets, P&L statements, and Cash Flow analysis for informed decision-making and strategic planning.
I am highly proficient in QuickBooks Online (Advanced Certified), Sage, Zoho Books, Wave, and integrations with e-commerce and payment platforms like Shopify, PayPal and Stripe.
Professional Experience
QBO Agent quickbooks-bookkeeper.com | June 2025 – Present
● Manage a portfolio of client accounts, ensuring timely and accurate full-cycle bookkeeping operations.
● Spearhead complex QuickBooks cleanups and deliver monthly, compliance-ready financial statements.
● Monthly QuickBooks Online Cleanup & Financial Report Bookkeeping Synsmosh | July 2020 – December 2022
Successfully performed historical data cleanups and reconciliations for various small businesses, ensuring high-quality, accurate financial reporting.
In my previous roles, I have successfully handled high-volume transaction tagging (1,000+ monthly) while ensuring accuracy and proper classification. I am well-versed in preparing both Profit & Loss statements and Balance Sheets. I understand the importance of adhering to strict deadlines—such as completing the P&L by BD5 and the Balance Sheet by BD10. Additionally, I have maintained and reconciled key balance sheet schedules including PP&E, Accounts Receivable, Inventory and other accrual accounts.