b
bukluvz

Herbert

@bukluvz

QuickBooks Cleanup, Reconciliation and Support

Philippines
Anglais, Tagalog
Certaines informations sont présentées en anglais.
À propos de moi
Hi, I’m Herbert. I help small business owners clean up messy QuickBooks and make sure their numbers are accurate and easy to understand. I focus on book cleanups and reconciliations — fixing miscategorized transactions, reconciling bank and credit card accounts, and correcting reports that don’t match reality. I’m a QuickBooks Level 1 Certified ProAdvisor and currently support a U.S.-based CPA firm. I’m detail-oriented, careful with financial data, and I take the time to trace issues until they’re fully resolved.... Plus d’infos

Compétences

b
bukluvz
Herbert
hors ligne • 

Voir mes services

Comptabilité
I will clean up and reconcile your quickbooks online books

Expérience professionnelle

Bookkeeping & Accounting Support

US Based CPA Firm • Freelance

Feb 2025 - Present1 yr 4 mos

Completed full-year cleanup and reconciliation of the CPA firm’s books Categorized transactions and reconciled bank and credit card accounts Supported bookkeeping for multiple client accounts under CPA supervision Maintained clean, organized records ready for CPA review Followed firm SOPs to ensure accuracy, consistency, and proper documentation Assisted with ongoing bookkeeping tasks and financial organization for clients

Virtual Assistant

30 Second Explainer Videos • Freelance

Dec 2016 - Feb 20247 yrs 2 mos

Managed client communication, email inboxes, and scheduling. Handled documentation, file structures, and naming conventions. Created admin workflows to streamline tasks and reduce errors. Coordinated with internal teams to track tasks and send follow-ups. Supported light bookkeeping and financial-document organization. Improved document-handling workflows through systematic templates.

Administrative & Digital Support Specialist

Various US Clients • Indépendant

Jan 2017 - Dec 20236 yrs 11 mos

Managed and organized large digital file systems, ensuring proper documentation and audit- ready recordkeeping. Handled documentation-heavy tasks with a high level of accuracy and consistency across multiple clients. Provided administrative support including data entry, workflow coordination, and content/file maintenance. Maintained structured digital records, updated online platforms, and supported general business operations. Coordinated timelines and deliverables while managing multiple concurrent projects in a remote environment. Delivered detail-oriented work requiring precision, confidentiality, and strong organizational skills.