At Canam Bookkeeping, I support 10+ client accounts, balancing recurring deadlines while maintaining accurate, organized books. I reconcile bank, credit card, loan, sales-tax, and other liability accounts, researching exceptions and making corrections when needed.
I maintain QuickBooks Online bank feeds, categorize transactions, match deposits to invoices, and create customer invoices and vendor bills. I also prepare journal entries and payroll-support records, then review financial statements before client delivery.
At Taylor Tax Strategy, I provided end-to-end bookkeeping for 10+ clients with multiple businesses using QuickBooks Online, Xero, and QuickBooks Desktop. I prepared financial reports, budget reports, and dashboards, and resolved discrepancies to support accurate month-end close.
Across my bookkeeping work, I’ve handled transaction categorization, reconciliations, accounts payable and receivable, journal entries, and month-end review. I’ve also created SOPs and how-to videos, led weekly team meetings, and documented procedures and task notes for remote work.
