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pamelam704

Pam L

@pamelam704

Owner Bookkeeper Small Business Operations Consultant

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I’m a U.S.-based small-business bookkeeper specializing in QuickBooks Online cleanup, catch-up bookkeeping, reconciliations, and troubleshooting. I help identify why accounts don’t reconcile, correct transaction errors, clean up A/R and A/P, review unusual balances, and get disorganized books back into shape. My goal is simple: your numbers should make sense. I communicate clearly about what I find & fix, and anything that needs input from you/your tax professional. Please message me before placing an order so I can confirm that your QuickBooks cleanup fits this package & that I am available.... Saiba mais

Habilidades

p
pamelam704
Pam L
offline • 

Conheça meus serviços

Contabilidade
I will clean up and reconcile your quickbooks online books
A partir deUS$ 75 /projetoMais detalhes

Experiência profissional

Self_Employed

Owner / Bookkeeper & Small Business Operations Consultant: Leverage by Pam

Self Employed • Autônomo

Jul 2014 - Present • 12 yrs 2 mos

• Provide bookkeeping and financial operations support to small service-based businesses using QuickBooks Online. • Manage bank and credit-card reconciliations, Accounts Receivable, Accounts Payable, transaction review, and financial reporting. • Troubleshoot discrepancies, incorrect balances, payment-processing issues, and other bookkeeping problems. • Support QuickBooks cleanup and catch-up projects, including reviewing prior-period transactions and correcting bookkeeping errors. • Work with payroll systems, payment processors, and other financial platforms as part of clients’ day-to-day bookkeeping operations. • Communicate clearly with business owners and coordinate with tax professionals when issues require tax or accounting guidance.

UBS

Project Manager & Legal Agreement Negotiator

UBS • Período integral

Nov 2006 - Jun 2010 • 3 yrs 7 mos

• Managed complex projects supporting senior leadership within the Investment Bank Legal Department. • Negotiated credit and legal terms for OTC derivatives and prime brokerage agreements with internal stakeholders across Credit, Risk, Business, and Operations. • Led workflow transitions and process-improvement initiatives across global teams in the U.S., India, and Poland. • Coordinated an Internal Audit remediation project, developed the implementation plan, tracked deliverables and deadlines, and provided status reporting to senior leadership, internal auditors, and regulators.

JPMorgan_Chase & Co.

Collateral Risk Management & New Business Administration

JPMorgan Chase & Co. • Período integral

Jan 2000 - Nov 2006 • 6 yrs 10 mos

• Assessed collateral and operational risk related to complex financial transactions. • Designed and implemented collateral programs and enforced firm-wide risk policies. • Reviewed new collateral agreements for operational readiness and ensured accurate setup within internal systems. • Led a global systems and process project involving Legal, Credit, Operations, and Technology.