Skills & Capabilities

I bring hands-on accounting and bookkeeping experience backed by strong technical skills, accuracy-driven workflows, and the ability to manage financial operations independently. My background includes working with multiple clients, resolving discrepancies, and maintaining audit-ready records.

Core Accounting & Bookkeeping Skills

• Full-cycle Accounts Receivable (invoicing, payment application, collections, aging review)

• Full-cycle Accounts Payable (vendor onboarding, bill coding, approvals, payment processing)

• Bank and credit card reconciliations

• Financial data accuracy and variance analysis

• Month-end close support and trial balance review

• Journal entries and adjusting entries

• Payroll processing support

• Expense categorization and account coding aligned with chart of accounts

• Audit-ready documentation and audit support

• Vendor and client onboarding W-9/EIN Validation

Accounting Software, Payroll & Platforms

• Bill.com

• Melio.com

• Online Business Banking Platforms

• Onvio

Accounting & General Ledger Systems

• QuickBooks (Bookkeeper & Payroll Certified)

• Sage 50 & Intacct

• Restaurant365

• MarginEdge

AP/AR Workflow & Automation

Tax & Compliance

• TaxBandit

• CCH Engagement

Payroll & Time Tracking

• ADP

• Gusto

• FunctionFox (timekeeping)

Software & Web Tools

Productivity & Office Suites

• Google Workspace (Drive, Docs, Sheets, Calendar, Gmail)

• Microsoft Products (Word, Excel, Outlook, SharePoint)

File & Document Management

• Dropbox

• Box

• Adobe Acrobat

Practice / Client Management Tools