As a dedicated Bookkeeper, I specialize in managing financial records, reconciling accounts, and ensuring accurate bookkeeping for businesses and organizations. With strong attention to detail, I maintain compliance with accounting standards while supporting efficient financial operations.
My expertise also includes financial reporting, budgeting, and expense tracking using tools like QuickBooks and Excel. I focus on simplifying financial processes, delivering accurate insights and structured data to support informed decision-making and long-term financial stability.

Managed daily transactions, maintained accurate financial records, monitored sales logs, and improved reporting accuracy through consistent tracking and verification practices.

Posted journal entries, reconciled accounts, prepared trial balances, and supported financial reporting while ensuring accuracy and compliance with accounting standards.
Maintaining accurate financial records, including general ledger updates, journal entries, and ensuring organized bookkeeping processes.
Performing bank and account reconciliations to identify discrepancies and ensure accurate financial reporting and record consistency.
Managing invoices, processing payments, and tracking expenses while ensuring timely and accurate accounts payable operations.
Preparing financial statements and reports to provide insights into business performance and support informed decision-making processes.
Monitoring expenses and assisting in budgeting processes to control costs and improve financial efficiency across operations.
Utilizing QuickBooks, Sage, and ERP systems for data entry, reporting, and maintaining accurate financial records efficiently.
• Analyzed 10+ client financial profiles to develop personalized financial plans aligned with budgeting, investment strategies, and risk assessment goals
• Performed 25+ financial calculations and forecasting models using Microsoft Excel, improving reporting accuracy and supporting data-driven financial decisions
• Evaluated 8+ investment options including RRSPs and TFSAs, aligning strategies with client objectives and enhancing portfolio planning effectiveness
• Prepared structured financial reports and recommendations, ensuring clarity, accuracy, and actionable insights for improved financial planning outcomes