
Jamie QBOExpert
Certified QuickBooks ProAdvisor and Former Intuit Live Expert
Competenze

Consulta i miei servizi

Esperienza lavorativa
Client Manager-Bookkeeper
Accounting
Mar 2026 - Present • 6 mos
• Client Communication: Acted as a point of contact, speaking directly with clients daily to address inquiries and review financial updates. • Daily Bookkeeping: Managed daily financial data entry, cash flow tracking, accounts payable and accounts receivable operations. • Stripe Integration: Implemented and managed Stripe payment integrations to automate transaction workflows and sync online sales with the ledger. • Project Conversion Success: Executed a comprehensive historical clean-up project for a client successfully converting them into a long-term ongoing bookkeeping account Managed full charge bookkeeping, ongoing accounts, and deep cleanups. Specialized in complex Stripe payments integrations, gross to net reconciliation, and full cycle payroll processing to keep ledgers accurate and tax compliant.
Business Owner-Bookkeeper
Self Employed
Feb 2026 - Present • 7 mos
• Ongoing Bookkeeping: Delivered full-cycle ongoing bookkeeping services for independent business clients, including accounts payable and accounts receivable. • Complex QuickBooks Resolution: diagnosed and resolved complex QuickBooks ledger issues, reconstructing historical data for accuracy. Provided full charge bookkeeping, journal adjustments, and deep financial cleanups for diverse industries. Specialized in real estate and legal trust accounting, expertly managing client escrow holds and liability tracking alongside general business books.
Intuit Live Expert
Intuit
Dec 2025 - Feb 2026 • 2 mos
• Complex Reconciliations: Resolved financial discrepancies, including a $500,000 reconciliation discrepancy balanced to $0 • Problem Resolution: Maintained a consistent high percentage of issues resolved based on customer feedback • Account Set Up: Performed end-to-end setup and migration for new clients, including establishing customized Charts of Accounts and automated bank feeds. • Client Training: Guided small business owners through the QuickBooks system, translating complex accounting workflows into simple, actionable steps • Technical Accuracy: Participated in cleanup projects for disorganized historical data, identifying and correcting multi-year entry errors for small business portfolios High volume CONTRACT role to directly troubleshoot, audit, and fix live QBO clients' files