Hands-on bookkeeping experience using QuickBooks Online and Microsoft Excel — covering a complete monthly workflow and a 3-month Excel income & expense tracker built from scratch.
Every project shows how I organize financial records, categorize transactions, reconcile accounts, track A/R and A/P, run reports, and prepare month-end summaries using sample data.
Seeking: Junior Bookkeeper · Accounting Clerk · Accounts Payable Clerk · Accounts Receivable Clerk
Along with bookkeeping and accounting portfolio projects using Excel and QuickBooks Online, I also bring experience from high-volume warehouse, delivery, and production environments where accuracy, organization, documentation, and quality control were essential.
My background strengthened attention to detail, process discipline, and record-handling skills that are valuable in bookkeeping and accounting support roles.
Portfolio focus: QuickBooks Online monthly workflow plus Excel bookkeeping dashboard.
Goal: Show how I review financial records, summarize key numbers, and support business decisions using organized bookkeeping data.
Company: Craig’s Design and Landscaping Services
| Metric | Value |
|---|---|
| Unpaid Invoices | $3,756 |
| Customer Payments | $3,223 |
| Expenses Reviewed | $2,186 |
| Bank Transactions | 25 |
Business: Delivery driver income and expense tracker
| Metric | Value |
|---|---|
| Total Income | $8,450 |
| Total Expenses | $2,120 |
| Net Earnings | $6,330 |
| Business Miles | 3,240 |
| Best Platform | Walmart Spark |
Full-cycle bookkeeping workflow using QuickBooks Online sample company data: bank feed review, invoices, payments, vendor bills, reconciliation, reports, and monthly summary.
View QuickBooks TasksSimulated 3 months of bookkeeping activity for Uber, Walmart Spark, Lyft, and DoorDash using Excel income, expense, mileage, receipt, weekly summary, monthly summary, dashboard, and chart trackers.