QuickBooks Online


Dynamic accounting professional with a proven track record at NowCFO, adept at managing a $1M+ receivables portfolio and enhancing financial accuracy. Skilled in QuickBooks and advanced Excel, I excel in analytical thinking and innovative process improvement, consistently delivering results in fast-paced environments while ensuring compliance and accuracy.
Handled $1M+ receivables portfolio.
Oversaw $3-$4 million in monthly accounts receivable, significantly reducing billing time by 85%.
Implemented Excel automation, saving over 10 hours bi-weekly in operational tasks.
Managed $4-$5 million in reimbursements with precision.
Maintained daily reconciliation of 10-12 bank accounts, ensuring financial accuracy.
Played a pivotal role in transitioning to NetSuite.
streamlining cash management processes.
Reconciled daily bank deposits of $2,000–$5,000 and managed semi-monthly customer billing.
Created 10-20 new customer accounts daily to support invoicing and recording accuracy.
Processed 300+ daily QuickBooks invoices from Salesforce, including credit memos.
Prepared daily accounts payable payments of approx. $40,000 for managerial approval.
Maintained a jobs database with 30-50 jobs monthly using Excel and QuickBooks.
Prepared and filed various tax returns, including 1040, Sales Tax, Property Tax, and Payroll Tax.
Processed payroll and managed tax compliance for 10-20 clients simultaneously, which included preparing and filing various returns such as quarterly, 1040, Sales Tax, Property Tax, and Payroll Tax.
QuickBooks Online
Microsoft Excel
Microsoft Word
Netsuite
Google Sheets
Microsoft Teams
Google Docs
Microsoft Office
Google Workspace