q
qbo_jamie

Jamie QBOExpert

@qbo_jamie

Certified QuickBooks ProAdvisor and Former Intuit Live Expert

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Certified QuickBooks Online ProAdvisor | Former Intuit Live Expert | Accounting & Finance Student Need clean books or tax prep? I am an accounting student and a former contracted Intuit Live Expert trusted to fix clients' books. I specialize in high-ticket cleanups, catch-up bookkeeping, and messy e-commerce feeds (Stripe, Shopify). I resolved duplicate transactions, mapped platform fees, and reconstructed your ledger so it is 100% accurate, balanced, and tax-ready. Let's fix your books. Message me today!... Saiba mais

Habilidades

q
qbo_jamie
Jamie QBOExpert
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Contabilidade
I will catch up and clean up your quickbooks online for tax preparation
A partir deUS$ 45 /projetoMais detalhes

Experiência profissional

Accounting

Client Manager-Bookkeeper

Accounting

Mar 2026 - Present • 6 mos

• Client Communication: Acted as a point of contact, speaking directly with clients daily to address inquiries and review financial updates. • Daily Bookkeeping: Managed daily financial data entry, cash flow tracking, accounts payable and accounts receivable operations. • Stripe Integration: Implemented and managed Stripe payment integrations to automate transaction workflows and sync online sales with the ledger. • Project Conversion Success: Executed a comprehensive historical clean-up project for a client successfully converting them into a long-term ongoing bookkeeping account Managed full charge bookkeeping, ongoing accounts, and deep cleanups. Specialized in complex Stripe payments integrations, gross to net reconciliation, and full cycle payroll processing to keep ledgers accurate and tax compliant.

Self_Employed

Business Owner-Bookkeeper

Self Employed

Feb 2026 - Present • 7 mos

• Ongoing Bookkeeping: Delivered full-cycle ongoing bookkeeping services for independent business clients, including accounts payable and accounts receivable. • Complex QuickBooks Resolution: diagnosed and resolved complex QuickBooks ledger issues, reconstructing historical data for accuracy. Provided full charge bookkeeping, journal adjustments, and deep financial cleanups for diverse industries. Specialized in real estate and legal trust accounting, expertly managing client escrow holds and liability tracking alongside general business books.

Intuit

Intuit Live Expert

Intuit

Dec 2025 - Feb 2026 • 2 mos

• Complex Reconciliations: Resolved financial discrepancies, including a $500,000 reconciliation discrepancy balanced to $0 • Problem Resolution: Maintained a consistent high percentage of issues resolved based on customer feedback • Account Set Up: Performed end-to-end setup and migration for new clients, including establishing customized Charts of Accounts and automated bank feeds. • Client Training: Guided small business owners through the QuickBooks system, translating complex accounting workflows into simple, actionable steps • Technical Accuracy: Participated in cleanup projects for disorganized historical data, identifying and correcting multi-year entry errors for small business portfolios High volume CONTRACT role to directly troubleshoot, audit, and fix live QBO clients' files