A Chartered Management Accountant (CMA) with 18 years of experience including two years as Remote Accountant with a US Accounting firm.
> Connect bank/CC accounts or upload transactions to your QuickBooks online
> Connect 3rd party apps
> Ecommerce; Amazon, Shopify, eBay accounting
> Categorize and accept transactions through the bank/app feeds
> Reconcile bank/CC accounts
> Reconcile payment processors; PayPal, Shopify payment, Heartland pay etc.
> Maintain bank register (remove clutter, duplicates, and sort categorization issues)
> Prepare bills and invoices
> Receive payments and match invoices
> Implement QBO Plus and Advance features such as class & location tracking, fixed assets, budgeting, etc.
> Record journal entries
> Clear long-standing balances in undeposited funds
> Produce month-end financial reports
> Financial Analysis
> Financial Modeling
> QB Payroll
> Maintain W9s and prepare 1099s
Accounting, finance, and audit
Administration and HR
Campus management and training
Procurement
Worked in accounting function
Worked in accounts support
Worked as internee