a Certified QuickBooks Online ProAdvisor and Online Bookkeeper with a Bachelor’s degree in Management Accounting and a background in banking. I specialize in accurate bookkeeping, reconciliations, payroll support, and month-end reporting for small businesses, including US-based trucking and service companies. I’m known for my attention to detail, reliability, and consistency, helping business owners maintain clean, organized, and trustworthy financial records.
ProVA
Notre Dame of Marbel University
- Manage day-to-day bookkeeping for a Texas-based transport company using QuickBooks Online.
- Reconcile monthly bank and credit card statements to maintain clean and accurate financial records.
- Track income and expenses, categorize transactions, and ensure proper documentation for tax readiness.
- Generate monthly financial reports (Profit & Loss, Balance Sheet, and Cash Flow) for client review.
- Coordinate directly with the client to resolve discrepancies and meet reporting deadlines.
- Assisted clients with data entry, invoicing, and financial record management using Excel and Quickbooks Online.
- Organized and maintained financial transactions to ensure accuracy and completeness.
- Reconciled bank and credit card transactions.
- Manage financial transactions and customer accounts with accuracy and efficiency.
- Assist clients with financial inquiries, deposits, withdrawals, and banking solutions.
- Maintain financial records, process payments, and ensure compliance with banking regulations.
- Conduct data entry, account reconciliation, and financial reporting to support business operations.
- Collaborate with teams to enhance customer service and streamline banking processes.
Setting up Chart of Accounts Connecting Bank Accounts Troubleshooting/Tuneup
Recording Bills/Invoice, Bank Reconciliation, Books Cleanup/Catchup
Products and Services, Track Inventory
Management Reports, Trial Balance, Balance Sheet, Cashflows
Manage employees, Payroll Setup, Tax Preparation
Kriz was professional, independent and detail-oriented. I would recommend!