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Beyond the Numbers

I work with QuickBooks Online and Excel. All bookkeeping services include basic bookkeeping, payroll, tax remittances

Providing you with clarity and knowledge 

so you can get down to business

and get back to what you do best.​

Fairness. Respect. 

Responsibility. 

Integrity. 

Our Mission. Our Values.

QUALIFICATIONS

  • Sound knowledge and experience setting up QuickBooks Online for all types of companies. Examples include property management, construction, event planning, manufacturing and retail.

  • Experienced with trial balance, cash flow, bank reconciliation, government remittances and payroll.

  • Considerable customer support experience, greeting customers and ensuring they were attended to, assessing customer requests or problems and providing assistance. 

  • Established, assessed and overhauled restaurant and office procedures to peak efficiency and created office procedures manuals. Monitored inventory levels and supplies to ensure adequate stock. 

  • Managed staff scheduling and training including supervision of up to 12 staff members.

  • Designed promotional material (flyers, brochures, newsletters), business forms (letterhead, memos, invoices, fax forms), and company / product logos.

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COMPUTER

 

  • Extensive experience with computer hardware and software.  Adept with internet research and a wide range of online applications. Well-versed in PDF file creation as well as importing to and exporting from a wide variety of software. Skilled in design and creation of fillable PDF forms.

  • QuickBooks online.

  • Microsoft Office: Excel, Word, PowerPoint, Publisher

  • Operating Systems: Windows 11, Linux

  • Internet Explorer, Mozilla Firefox, Google Chrome

  • Facebook / LinkedIn

  • Able to install and troubleshoot most computer hardware and peripherals.

 

RECENT EDUCATION & WORK HISTORY

 

Current Clients:​

  • App development company for golf courses

  • Two restaurants in Kelowna

  • Concrete Forming and Construction 

  • Exterior Renovation Contractor, sidings and decks

  • Retail clothing stores

  • Content creation company

  • Online stores

  • Hypnotherapist

 

  • Business Administration Bookkeeping Diploma 

  • Graduated with honours                                               Nov 2017

       Sprott Shaw College, Kelowna, BC​

Bookkeeping & Document
Services for Small Businesses

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