Debby

QuickBooks Online Specialist & Bookkeeper

Account Planning Group of Canada - APG Canada • Freelance

Jan 2022 - Jan 2026 • 4 yrs

Managed full-cycle bookkeeping for 50+ small businesses using QuickBooks Online. Performed monthly bank reconciliations, categorized transactions, and generated profit & loss statements and balance sheets. Specialized in QuickBooks cleanup projects, transforming messy books into organized, audit-ready financial records. Set up new QuickBooks accounts with custom chart of accounts, bank feeds, and automated rules. Reduced client bookkeeping time by 60% through automation and streamlined workflows. Skills: QuickBooks Online, Bookkeeping, Bank Reconciliation, QuickBooks Cleanup, Financial Statements Industry: Accounting & Bookkeeping bookkeeping, bank reconciliation, quickbooks online, quickbooks, quickbooks cleanup, xero, reconciliation, quickbooks setup, invoice, finance, monthly bookkeeping, financial statements, profit and loss, microsoft excel, wave, quickbooks desktop, data entry, paypal, catch up bookkeeping, quickbooks expert, data migration, invoice processing, payment processing, vendor management, medical billing, personal finance, credit card, payroll, quickbooks migration, bookkeeping setup, convert, bookkeeping services, financial reporting, usa, uk, bills, llc bookkeeping, financial accounting, balance sheet, proadvisor, zoho books, categorization, organize, uk accountant, financial records, bank, cpa, tutoring, online tutoring, quickbooks training, qbo cleanup, accounting setup, data transfer, file conversion, upload, cloud, sage, financial reports, online bookkeeping, converting, wave bookkeeping, payroll bookkeeping, billing and coding, mental health, insurance billing, simple practice, denial management, inventory management, supplier, medical biller, virtual assistant, payable, invoice management, financial accounting, balance sheet, categorization, finances, financial records

Bank Reconciliation & Cleanup Expert

Finance Expert • Fulltime

Mar 2019 - Dec 2023 • 4 yrs 9 mos

Specialized in complex bank reconciliation projects for businesses with 2+ years of unreconciled transactions. Cleaned up QuickBooks and Xero accounts with thousands of uncategorized entries. Implemented reconciliation procedures that identified $50,000+ in discrepancies and duplicate charges. Set up automated bank feed rules to prevent future reconciliation backlogs. Trained internal teams on monthly reconciliation best practices to maintain clean books. bookkeeping, bank reconciliation, quickbooks online, quickbooks, quickbooks cleanup, xero, reconciliation, quickbooks setup, invoice, finance, monthly bookkeeping, financial statements, profit and loss, microsoft excel, wave, quickbooks desktop, data entry, paypal, catch up bookkeeping, quickbooks expert, data migration, invoice processing, payment processing, vendor management, medical billing, personal finance, credit card, payroll, quickbooks migration, bookkeeping setup, convert, bookkeeping services, financial reporting, usa, uk, bills, llc bookkeeping, financial accounting, balance sheet, proadvisor, zoho books, categorization, organize, uk accountant, financial records, bank, cpa, tutoring, online tutoring, quickbooks training, qbo cleanup, accounting setup, data transfer, file conversion, upload, cloud, sage, financial reports, online bookkeeping, converting, wave bookkeeping, payroll bookkeeping, billing and coding, mental health, insurance billing, simple practice, denial management, inventory management, supplier, medical biller, virtual assistant, payable, invoice management, financial accounting, balance sheet, categorization, finances, financial records