Daniel

Freelance Bookkeeper | Accounting Support

Sep 2026 - Present • 2 mos

I provide bookkeeping and accounting support for small businesses, helping owners keep their financial records accurate, organized, and up to date. My work covers day-to-day bookkeeping, historical cleanup, catch-up bookkeeping, bank and credit card reconciliation, transaction categorization, accounts payable and receivable, and financial reporting. I work with QuickBooks Online, Xero, Wave, and Zoho Books, adapting the bookkeeping process to the client's existing accounting system and business needs. I also support industry-specific bookkeeping, including: • Ecommerce businesses selling through Amazon and Shopify • Construction companies requiring job costing and project expense tracking • Real estate investors and property managers • Small businesses needing ongoing bookkeeping or historical cleanup Typical responsibilities include reviewing financial transactions, identifying discrepancies, reconciling accounts, organizing expenses, reviewing financial reports, and preparing clean records for business owners and accountants. My focus is not simply recording transactions. I aim to produce reliable financial records that give business owners a clearer view of their income, expenses, cash flow, and profitability. I prioritize accuracy, clear communication, organized records, and a practical bookkeeping process that is easy to maintain.

Accounting Software & Bookkeeping Specialist

Jul 2026 - Present • 4 mos

I help small businesses organize their accounting systems, improve bookkeeping processes, and maintain reliable financial records using cloud-based accounting software. My work includes accounting software setup, chart of accounts organization, transaction categorization, bank and credit card reconciliation, financial record cleanup, and preparation of financial reports. I work with QuickBooks Online, Xero, Wave, and Zoho Books, helping businesses maintain structured accounting records suited to their operations. Key responsibilities include: • Setting up and organizing accounting records • Reviewing chart of accounts and transaction classifications • Reconciling bank and credit card accounts • Identifying discrepancies and reviewing unmatched transactions • Organizing accounts payable and receivable records • Reviewing Profit & Loss and Balance Sheet reports • Supporting historical bookkeeping cleanup and catch-up • Improving the consistency of financial recordkeeping My approach emphasizes accuracy, organized processes, clear communication, and dependable financial information. I aim to help business owners maintain better visibility into their income, expenses, and cash flow while making their bookkeeping easier to manage over time.