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bukluvz

Herbert

@bukluvz

QuickBooks Cleanup, Reconciliation and Support

Filipinas
Inglês, Tagalo
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hi, I’m Herbert. I help small business owners clean up messy QuickBooks and make sure their numbers are accurate and easy to understand. I focus on book cleanups and reconciliations — fixing miscategorized transactions, reconciling bank and credit card accounts, and correcting reports that don’t match reality. I’m a QuickBooks Level 1 Certified ProAdvisor and currently support a U.S.-based CPA firm. I’m detail-oriented, careful with financial data, and I take the time to trace issues until they’re fully resolved.... Saiba mais

Habilidades

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bukluvz
Herbert
offline • 

Conheça meus serviços

Contabilidade
I will clean up and reconcile your quickbooks online books
A partir deUS$ 5 /projetoMais detalhes

Experiência profissional

Bookkeeping & Accounting Support

US Based CPA Firm • Freelance

Feb 2025 - Present • 1 yr 4 mos

Completed full-year cleanup and reconciliation of the CPA firm’s books Categorized transactions and reconciled bank and credit card accounts Supported bookkeeping for multiple client accounts under CPA supervision Maintained clean, organized records ready for CPA review Followed firm SOPs to ensure accuracy, consistency, and proper documentation Assisted with ongoing bookkeeping tasks and financial organization for clients

Virtual Assistant

30 Second Explainer Videos • Freelance

Dec 2016 - Feb 2024 • 7 yrs 2 mos

Managed client communication, email inboxes, and scheduling. Handled documentation, file structures, and naming conventions. Created admin workflows to streamline tasks and reduce errors. Coordinated with internal teams to track tasks and send follow-ups. Supported light bookkeeping and financial-document organization. Improved document-handling workflows through systematic templates.

Administrative & Digital Support Specialist

Various US Clients • Autônomo

Jan 2017 - Dec 2023 • 6 yrs 11 mos

Managed and organized large digital file systems, ensuring proper documentation and audit- ready recordkeeping. Handled documentation-heavy tasks with a high level of accuracy and consistency across multiple clients. Provided administrative support including data entry, workflow coordination, and content/file maintenance. Maintained structured digital records, updated online platforms, and supported general business operations. Coordinated timelines and deliverables while managing multiple concurrent projects in a remote environment. Delivered detail-oriented work requiring precision, confidentiality, and strong organizational skills.