Madison D

Bookkeeper & Accounts Manager

Business • Período integral

Jul 2023 - Present • 2 yrs 10 mos

Worked closely with small business owners to help them get their financial records in order, especially those who had fallen behind or struggled to keep things organized. A big part of my role was going through messy or incomplete records, fixing errors, and making sure everything matched correctly. I handled day-to-day bookkeeping tasks like recording transactions, reconciling bank accounts, and preparing basic financial reports. Over time, I became the go-to person for cleaning up accounts that didn’t balance or made no sense to the client. I also spent time explaining financial reports in simple terms, so clients could actually understand their numbers and make better decisions. This experience helped me develop strong attention to detail and a practical approach to solving real bookkeeping problems.

Bookkeeping & Financial Records Specialist

Finance Expert

Mar 2018 - Apr 2023 • 5 yrs 1 mo

Provide bookkeeping and financial record management services for small businesses, freelancers, and growing startups. Specialize in cleaning up disorganized accounts, reconciling bank and credit card transactions, and preparing clear financial reports for tax and business decision-making. Consistently help clients resolve common challenges such as inaccurate records, missing transactions, and backlog bookkeeping. Ensure all financial data is properly categorized, balanced, and aligned with standard accounting practices. Key responsibilities include reviewing financial data, correcting discrepancies, maintaining organized records, and delivering Profit & Loss statements, cash flow reports, and balance sheets. Work with tools like QuickBooks, Xero, and Excel to ensure accuracy and efficiency.