Created and managed a clean Profit and Loss (P&L) report for a Real Estate & Construction client using QuickBooks Online. Successfully tracked construction income, service revenue, Cost of Goods Sold (Rehab costs for flips), and operational expenses (holding and selling costs) to accurately determine net profit.
Key Achievements
Organized messy transactions into proper real estate categories (Rehab, Holding, and Selling costs).
Delivered accurate monthly financial reporting to enable better business decisions.
Balanced the books to ensure everything is tax-ready.
QuickBooks Online ProAdvisor with hands-on experience supporting U.S. businesses with accurate and organized bookkeeping.
• QuickBooks Online setup and ongoing bookkeeping
• Bank and credit-card reconciliation
• Transaction categorization and cleanup
• Journal entries and month-end close
• Financial reporting, including P&L and Balance Sheet
• Cleanup and catch-up bookkeeping