Maha Waheed
Cloud accountant| Zoho, Xero, QB, Data & Financial Reports
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"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...
Cash Flow Monitoring & Liquidity TrackingComprehensive cash flow dashboard tracking incoming revenue vs. outgoing operational expenses across the fiscal year. Provides clear visibility into net liquidity position to support proactive working capital management.
This project showcases customized financial statement preparation generated directly from cloud accounting software. Facing the challenge of unorganized expense categories and missing cost allocations, I audited the client's chart of accounts, classified revenue streams, and...
This case study demonstrates the cleanup and optimization of a cloud-based financial ledger. The client was facing cash flow visibility issues due to non-integrated bank feeds and complex expense categorization. My solution involved establishing correct bank rules in Quickbooks,...
Customized Financial Statement Preparation: Detailed Profit & Loss statement generated from cloud ledgers. Demonstrates structured categorisation of income, Cost of Sales, and operating expenses (including bank charges, subscription fees, and professional consultancy) adhering...
