m
mason_greg1

Mason Greg

@mason_greg1

Financial Dashboard Specialist QuickBooks VAT Xero Zoho Expert

Reino Unido
Inglês, Francês, Alemão, Italiano, Espanhol
Algumas informações são exibidas no idioma inglês.
Sobre mim
📊 Financial Dashboard & Bookkeeping Specialist | UK Accounting Expert I help small businesses gain financial clarity through custom KPI dashboards, clean bookkeeping, and streamlined accounting workflows. Services: ✅ Financial dashboards (Excel, Google Sheets, Power BI, Tableau) ✅ QuickBooks Online/Xero/Wave setup, cleanup & reconciliation ✅ Zoho One implementation (Books, CRM, Campaigns, Automation) ✅ UK bookkeeping, VAT returns & tax reporting Certified in QuickBooks & Xero. Experienced with HMRC compliance and UK GAAP. Let's organize your finances! 📈 ... Saiba mais

Habilidades

m
mason_greg1
Mason Greg
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Declarações Tributárias
I will provide UK accounting bookkeeping financial reporting service vat tax return
A partir deUS$ 20 /projetoMais detalhes
Desenvolvimento de CRM e ERP
I will setup manage zoho one zoho book zoho campaigns zoho automation zoho crm workflow
A partir deUS$ 50 /projetoMais detalhes

Experiência profissional

Self_Employed

Self Employed

Freelance • 5 yrs 8 mos

Freelance Bookkeeper & Financial Consultant

Jan 2024 - Present • 2 yrs 4 mos

Provided end-to-end bookkeeping and financial reporting services for 25+ small businesses across the UK, US, and EU. Responsibilities: • Monthly bookkeeping, bank reconciliation, and transaction categorization in QuickBooks Online, Xero, and Wave • Financial dashboard creation using Excel, Google Sheets, and Power BI (KPI tracking, cash flow forecasting, P&L visualization) • Zoho One implementation: setup Zoho Books, CRM workflows, Campaigns automation, and custom reporting • UK VAT return preparation and submission (Making Tax Digital compliant) • Year-end financial reports and tax-ready documentation for accountants Achievements: → Reduced a client's monthly bookkeeping time by 70% through automation and dashboard setup → Built 30+ custom financial dashboards helping owners make data-driven decisions → Maintained 100% HMRC compliance for 15+ UK clients with zero penalties → Saved a retail client £3,200 annually by identifying deductible expenses and tax efficiencies Tools: QuickBooks Online, Xero, Wave, Zoho Books, Zoho CRM, Zoho Campaigns, Excel, Google Sheets, Power BI, HMRC MTD portal.

Financial Dashboard & KPI Specialist

Jan 2023 - Present • 3 yrs 4 mos

Designed and implemented financial dashboards for small business owners who needed real-time visibility into their performance. • Built automated KPI dashboards tracking: revenue, gross margin, net profit, cash flow, AR/AP aging, customer acquisition cost, lifetime value • Integrated data from QuickBooks, Xero, Stripe, PayPal, and bank feeds into unified reporting views • Created executive summaries and board-ready financial presentations • Trained business owners to read and act on their own financial data Results: → One client increased profit margins by 12% within 6 months after dashboard implementation revealed cost inefficiencies → Standardized reporting templates now used by 8 recurring clients