Accounting & Finance • Proficient Bookkeeper

Comprehensive Financial Statement Preparation
Comprehensive Financial Statement Preparation

Prepared complete financial statements for a client, including balance sheet, income statement, cash flow statement, statement of changes in equity, and notes.

Accountant
Bookkeeper
Account Manager
Microsoft Excel

Chart of Accounts · Bookkeeping · Financial Statement
Chart of Accounts · Bookkeeping · Financial Statement

Designed and implemented a bookkeeping system for the client, including chart of accounts, journal entries, general ledger, and financial statements.

Accountant
Bookkeeper
Account Manager
Microsoft Excel

Financial Report for Tax Purposes
Financial Report for Tax Purposes

Prepared a wealth statement and wealth reconciliation statement for tax purposes, gathering client information, reviewing data, and providing consultation.

Accountant
Bookkeeper
Account Manager
Microsoft Excel