Professional Summary

I have hands-on bookkeeping experience using QuickBooks Online to support monthly bookkeeping workflows, including bank transaction review, income and expense categorization, invoice tracking, customer payment recording, vendor bill entry, accounts receivable review, accounts payable review, reconciliation, and financial reporting.

Through this portfolio, I demonstrate how I review business activity, organize financial records, verify transactions, prepare reports, and support accurate month-end bookkeeping using sample company data from Craig’s Design and Landscaping Services.

I also built a complete Excel bookkeeping workbook for a simulated delivery driver business — tracking income, expenses, mileage, receipts, weekly and monthly summaries, and net earnings over three months.

This work reflects my ability to follow organized bookkeeping procedures, maintain accurate records, and present clear financial information for business review.

Skills Demonstrated

  • QuickBooks Online navigation and workflow
  • Bank feed review and transaction categorization
  • Invoice tracking and customer payment recording
  • Vendor bill entry and accounts payable review
  • Accounts receivable review and aging analysis
  • Bank and credit card reconciliation
  • Profit & Loss, Balance Sheet, A/R Aging, and A/P Aging reports
  • Microsoft Excel — income, expense, mileage, and summary tracking
  • Monthly bookkeeping summary preparation

Transferable Experience

Example:

Amazon Fulfillment Operations Experience

Worked in a high-volume warehouse environment where accuracy, inventory tracking, and operational organization were critical. Daily responsibilities included verifying product quantities, updating shipment records using handheld systems, meeting productivity targets, and following standardized operational procedures. This experience strengthened attention to detail, documentation accuracy, and process discipline, which are also important in bookkeeping and accounting support roles.

Delivery Driver Income and Expense Tracking Experience

Worked as an independent contractor for delivery platforms including Walmart Spark, Uber, and DoorDash. Managed daily delivery activity, tracked income, mileage, gas, vehicle expenses, and platform earnings using Excel. This experience supports bookkeeping skills because it required organized recordkeeping, transaction review, receipt tracking, monthly summaries, and accurate financial documentation for budgeting and tax preparation.

Production and Packaging Quality Control Experience

Worked in a fast-paced production environment where quality control, accuracy, and consistency were important. Responsibilities included monitoring machines, checking packed products, reviewing labels, reporting packaging issues, and following safety and production standards. This experience built strong attention to detail, problem identification, process following, and documentation habits that transfer well into bookkeeping and accounting support work.