Lord George
Certified QuickBooks ProAdvisor helping small businesses.
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E-commerce Financial Dashboard — Sample Client Co. | April 2026
Designed and built a comprehensive e-commerce financial dashboard tracking 30 days of sales performance, revenue breakdown across 4 product categories, full expense tracking, and key performance indicators. Dashboard gives the business owner a complete financial picture at a glance.
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Accounts Payable & Receivable Tracker — Sample Client Co. | Q1 2026
Built a comprehensive AP/AR tracker for a sample ecommerce client covering an entire quarter. Tracked 8 client invoices and 6 vendor bills with real-time status indicators, aging analysis, and collection summaries. Identified overdue accounts and flagged priority collections.
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Monthly Financial Report — Sample Client Co. | April 2026
Prepared a comprehensive monthly financial report including full income statement, cash flow summary, and financial highlights. Report tracks revenue streams, operating expenses, net profit, and month-over-month performance.
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Bank Reconciliation Statement — Sample Client Co. | April 2026
Performed a full month-end bank reconciliation for a sample retail client. Reconciled all transactions including client payments, operating expenses, and bank fees. Identified and adjusted for outstanding deposits and checks. Final adjusted bank balance confirmed at $8,736.00.
Tools used: Google Sheets, QuickBooks Online
Skills demonstrated: Bank reconciliation, transaction categorization, month-end closing, financial accuracy"*
For the Invoice:
*"Professional Invoice Preparation — Sample Client Co.
Prepared a detailed service invoice covering monthly bookkeeping, bank reconciliation, and financial report preparation. Invoice includes itemized services, tax calculation, subtotal, and payment terms.
Tools used: Google Sheets, QuickBooks Online
Skills demonstrated: Invoice processing, accounts receivable, client billing, financial documentation"*
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