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Managed day-to-day bookkeiping in QuickBooks Online,including transaction categorization, bank reconciliation,account management and financial reporting. Maintainedaccurate and organized financial records to support
business operations and informed decision-making.
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Building My Freelance Journey in Accounting & Finance
I’m currently a 3rd-semester Accounting & Finance student, building practical skills in bookkeeping, financial reporting, and data organization.
So far, I’ve completed:
Excel — Data Analysis & Visualization
Google AI Essentials
Currently studying Financial Reporting
I’m developing hands-on skills to help small businesses with:
• Excel bookkeeping
• Expense tracking & organization
• Financial data entry and cleanup
• Basic financial reporting
• Spreadsheet organization and analysis
I also use AI tools to improve efficiency, accuracy, and workflow where appropriate.
Currently working toward expanding my skills in:
→ Bank reconciliation
→ QuickBooks
→ Xero
→ More practical bookkeeping workflows
I’m here to learn, build real-world experience, and connect with small businesses and professionals who need reliable support with their financial data.
Open to connecting and collaborating. 🤝
#Accounting #Bookkeeping #FinanceStudent #Excel #FinancialReporting #SmallBusiness #Freelancing #Contra
Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
"I use my business card for personal stuff. What's the big deal?"
A small business owner client asked me this during a routine ledger review.
He was taking a regular salary, but he was also tapping his corporate card for everyday personal purchases. To him, it was all "his money anyway" which is also right but, as a financial analyst, I showed him why this habit was quietly hurting his business:
Mixing personal expenses into operating accounts distorted his Profit & Loss statement, masking his true profit margins.
Commingling personal and business funds creates massive compliance risks and headaches during tax season.
Also, he couldn't accurately forecast his working capital because personal draws were scattered across random accounts.
So, I audited his chart of accounts, reclassified past personal transactions out of the P&L and into Owner’s Equity/Drawings, and helped him set up a strict boundary: a fixed transfer schedule to his private bank account, leaving the business card strictly for corporate expenses.
You know what was the result; a clean, IFRS-aligned Profit & Loss statement and 100% clarity on his true monthly profits.
Lesson: Clean bookkeeping isn't just for taxes—it’s the foundation for knowing if your business is actually making money.