Christy D.
Quickbooks Specialist Bookkeeping Cleanup Reconciliation and Tax Expert
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Portfólio
Experiência profissional
Owner-Operator
Freelancing Career • Autônomo
Feb 2017 - Present • 9 yrs 3 mos
Provided comprehensive bookkeeping and financial management services for small businesses and independent clients across multiple industries. Specializing in QuickBooks Online, I handled full-cycle bookkeeping including setup, cleanup, and catch-up work for clients with disorganized or overdue financial records. Core responsibilities included transaction categorization, bank and credit card reconciliations, chart of accounts setup and maintenance, accounts payable and accounts receivable tracking, invoice management, and financial reporting (Profit & Loss statements, balance sheets, and cash flow summaries). I also supported clients with tax preparation and filing assistance by ensuring books were accurate, complete, and properly organized for tax season. My role focused on maintaining clean, reliable financial data that allowed clients to make informed business decisions and stay compliant. In addition to ongoing bookkeeping, I regularly performed historical cleanups, corrected accounting discrepancies, identified missing or duplicate transactions, and improved overall financial systems for efficiency and accuracy. I work independently with strong attention to detail, confidentiality, and deadlines, offering end-to-end financial support from initial setup through ongoing maintenance and year-end readiness. My goal is to reduce stress for business owners by keeping their books organized, accurate, and up to date at all times.