Ferg CRM

CRM/ QUICKBOOK EXPERT

Fiverr • Freelance

Jun 2024 - Present • 2 yrs 1 mo

QuickBooks Bookkeeper & Financial Specialist FERG DIGITALS CRM/ QUICKBOOKS ENTREPRISES At Ferg Digitals Entreprises, I worked as a QuickBooks Bookkeeper and Financial Specialist, helping small businesses maintain accurate financial records, streamline bookkeeping processes, and gain better control over their business finances. My role focused on delivering organized, tax-ready books while providing financial insights that support business growth and informed decision-making. Key Responsibilities & Achievements: • Managed day-to-day bookkeeping for small businesses and service-based companies using QuickBooks Online • Performed bank and credit card reconciliations to ensure accurate financial records • Cleaned up and organized historical transactions and catch-up bookkeeping projects • Generated profit and loss statements, balance sheets, and customized financial reports • Managed accounts payable, accounts receivable, and invoice tracking processes • Assisted with payroll processing and expense management activities • Prepared tax-ready financial records to support accountants and tax professionals • Collaborated with business owners to improve financial organization and cash flow management Impact: • Helped businesses maintain accurate and up-to-date financial records • Improved financial visibility through detailed reporting and bookkeeping systems • Reduced bookkeeping errors and streamlined accounting processes • Delivered reliable financial support that enables better business decisions Through this role, I developed strong expertise in QuickBooks Online, bank reconciliation, bookkeeping cleanup, financial reporting, and small business accounting, helping clients build efficient financial systems that support long-term growth.