Helped a freelance graphic designer make the switch from manual accounting to QuickBooks Online (QBO). The client required assistance in QBO setup, customization to their business requirements, and training on how to use it efficiently.

QBO Account Setup: Established and configured a new QBO account, tailored the chart of accounts to the client's income and expenses (e.g., design fees, software subscriptions, marketing expenses).

Bank Account Integration: Linked the client's business credit card and bank accounts with QBO for automatic bank reconciliation and transaction downloading.

Sales Tax Setup: Set up QBO to calculate and track sales tax for the client's state/region.

Training & Documentation: Offered the client hands-on training on using QBO for reporting, expense tracking, invoicing, and basic financial analysis. Developed a customized user guide for their use.

Successfully transitioned the client to QBO, automating their bookkeeping.

Provided the client with the tools and knowledge to manage their finances effectively.

Enabled the client to generate accurate financial reports, providing them with excellent insight into their business performance.