Portland, Oregon, United States
As a Certified QuickBooks ProAdvisor with over 19 years of experience, including five years at Intuit, I specialize in QuickBooks-focused accounting, application development, and technology integrations. My career has centered on supporting SMBs with comprehensive financial management, utilizing my in-depth expertise with QuickBooks Online and QuickBooks Enterprise to manage payroll, tax preparation, bank reconciliation, general ledger, internal auditing, and inventory management. I provide clients with clear, accurate, and compliant financial systems that drive smarter decision-making and operational efficiency. With extensive experience in QuickBooks Online API and custom accounting software integrations, I bring a unique blend of accounting and technology skills to each engagement. My background as a software programmer analyst allows me to deliver tailored solutions that optimize QuickBooks functionality, streamline data workflows, and enable seamless integration with other business applications. At Accountant.World, my team and I focus on leveraging QuickBooks to create personalized, tech-driven financial solutions for SMBs, from setup and daily management to advanced training and last-minute financial cleanups. Accountant.World Services QuickBooks-Centric Bookkeeping: Certified QuickBooks ProAdvisors manage everything from daily transactions and reconciliations to last-minute cleanups, helping businesses maintain accurate and audit-ready financial records. Full-Service Accounting: Comprehensive accounting solutions that enable real-time financial tracking and insights for better decision-making. Accounts Receivable & Payable Management: Efficient management of incoming payments and business expenses to keep cash flow healthy and accounts accurate. Chart of Accounts Setup: Customized account structures for precise financial reporting and insights. 1099 Filing: Reliable 1099 processing within QuickBooks, ensuring compliance with contractor and vendor tax requirements. QuickBooks Online Training: Hands-on training for teams, from beginners to advanced users, maximizing the value of QuickBooks for internal financial management. At Accountant Inc, we offer transparent pricing tailored to each client's unique financial needs, considering sales volume, transaction count, account numbers, and complexity. Whether you need ongoing support or a one-time cleanup, our approach combines accounting expertise with powerful QuickBooks solutions to help your business thrive. https://proadvisor.intuit.com/app/accountant/search?searchId=accountantinc
BahFed: • Preparing financial reports by collecting, analyzing, and summarizing account information. • Summary and detail financial reports are submitted Weekly, Monthly, Quarterly and Yearly. • Assists with procedures, processes and internal controls. • Maintaining accounts by verifying, allocating, and posting transactions. • Developed a well-organized system to account for financial transactions by establishing chart of accounts, defining bookkeeping policies, and procedures. • Balance accounts by reconciling entries after assessing accuracy and completeness of the transactions. • Maintaining and balancing general ledger and cash management, following GAAP principles. • Maintain quality historical records by filing documents. • Craft Accounts Receivable invoices, reviewing payments received and record deposits as well as processing up to 1000 invoices a week. • Maintaining very good relations with Government customers which resulted in better collection of receivables. • Meeting federal compliance by working with CPA’s and other parties. • Less amount spent on third party services and timely follow up of credits and discounts resulted in better margins for BahFed Corp. • Sales tax preparation and submission to different states in a timely manner. • Communicate and provide service and education about the company accounting procedures to sales, purchasing, SEWP (Government Program) departments in BahFed Corp. • BahFed ERP System was created by using SQL and .net. • My duties are to verify transactions, shipping, price variation, posting the payments, approving the invoices for refunds. • BridgePort Inc. is a rental property which is also a sister company for Bahfed Corp. • Manages all the property data and sorts them into proper accounts such as principal payments, interest payments, renter’s payment, insurance, repairs, maintenance, management expenses and reconciliation of all the properties and bank accounts.
Here are some of my qualifications as a QuickBooks Online Expert: • Maintained a number of client's books in various industries. • Worked on a variety of businesses types such as: Nonprofits, Rental property, Law firm, Service agency, Software services, Software development, Wholesale flower distribution, Trucking, Amazon sellers, Dental, Hotel, Real-estate agency, etc... I am part of Intuit's 'Live Bookkeeping' team. "Trusted experts. Guaranteed accurate books." https://quickbooks.intuit.com/live/
Environment: MS Office, Oracle E-Business Financial Suite (AR, AP and Cash Management). As an FMS Support Consultant: Performed the following job responsibilities at clients: • Hands on experience working with Oracle E-Business Suite Financial modules: Accounts Payables, Accounts Receivables, and Cash Management. • Worked with relevant accounting department to translate business requirements to technology solutions related to Revenue and Payment of Oracle Financial Management Applications. • Worked as a team member and involved in the implementation of Oracle Business applications and data conversion from Legacy System to Oracle. Part of a team, performed functional analysis, preparing data flow diagrams, implementation documents for the payable and receivables. • Worked with other business systems analysts and the development team in converting the business solution into technical designs. • Working knowledge in various test cycles like integration testing, and system testing. • Co-ordinated with technical teams, and worked on reporting requirements of the organization • Performed AR and AP account reconciliations and assisted with month-end closing and posting of AR payments to include cash, checks, and credit cards. Assisted with AP/AR reporting and analysis on a monthly basis.