Bookkeeping/Accounting in QuickBooks Online
-Set up Company Books setting and Chart of Accounts (COA)
-Set up Vendors and Customer accounts
-Import CSV Template of bank statements into Quickbooks
-Categorize correctly income, expenses, deposits, and transfers for bank and credit card transactions
-Bank/Credit Card and other account reconciliations
-Merchant Statement reconciliations such as PayPal, Stripe, and Square transactions
-Prepare journal entries -Payroll, Personal credit card used for business expenses, reclassification, adjustments, General Excise Tax (GET) payments, transfers, etc.
-Apply collection or payments to invoice or billings
- Export/Generate financial statements (Balance Sheet, Profit and Loss, Cash Flows, A/R and A/P Aging)
-Prepare Payroll and Federal and State taxes, GET and BAS
-Merge and make Active/Inactive Customers or vendors
- can help in Inventory reconciliations for E-Commerce or drop shipping businesses
Financial Reporting and Analysis
-Prepare Financial Projections in Feasibility Studies and Business Plans
Excel Skills
-With knowledge of advanced formulas and formulas such as Vlookup, Hlookup, Sumif and Sumifs, Countif and Countifs, Average, Mean, Mode, Median, Right, Left, Round-Up, Round Down, Round, Index, Match and combination of Lookup and References.
-Can do Data Validations, Conditional Formatting, Data Cleaning, Text-to-Column, and Data Analysis
-Formulate dynamic dashboards using Pivot Tables and Pivot Charts
Data Entry, Administrative/Clerical Skills, Accounting Mentoring, etc.
-can manually type data from pdf to excel or word
-encode data from excel to online websites or programs
-can prepare PowerPoint Presentations
- can elaborate/teach basic accounting, partnership, and practices