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Joe - Garnerville , NY

Other, None

5 
5 
Reviews

Expertise as a Fractional CFO

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Service Lines

Full Charge Bookkeeping
Chief Financial Officer (CFO)

Certifications

Other

Availability

39.20 hrs / wk (this month)
56.00 hrs / wk (next month)

Top Industries

  • Construction

  • Financial Services

  • Food & Beverages

  • Retail

Top Skills

  • Accounts Payable

  • Bank Reconciliations

  • Full Charge Bookkeeping

  • ERP

  • Foreign Currency

Top Softwares

  • Airtable

  • Procore

  • Quickbooks (online)

  • Coupa

  • Deltek

Work Experience

Title: 

Contract Bookkeeping

Dates Worked: 

October 2022 - current

Accomplishments:

I am responsible for managing clients accounts using QuickBooks Online or Deltek.
Some daily tasks include:
1. Reconciling bank and credit card accounts
2. Managing accounts receivable
3. Collecting payments or overdue invoices
4. Managing accounts payable
5. Running payroll
6. Create monthly financial statements
7. Reporting state sales tax

Software Used: 

Deltek, Quickbooks (online), Procore, PayPal, Gusto, Airtable, Bill.com, Coupa, DropBox, FedEx, FreshBooks, Google Suite (GSuite), Microsoft Teams, MS Excel, Plex, Power BI, Square, Stripe, Zoom

Skills Used: 

Bookkeeping, Account Reconciliation, Accounts Payable, Accounts Receivable, Aging Reports, Attention To Detail, Balance Sheets, Bank Reconciliations, Full Charge Bookkeeping, Foreign Currency, ERP, Invoicing, Payroll, File sales tax reports

Industries Covered: 

Financial Services

Title: 

Full Charge Bookkeeping

Dates Worked: 

June 2023 - current

Accomplishments:

I oversee a small family team and we provide full charge bookkeeping and cleanup services to a wide range of industries. 
I handle managing the day to day operations and keeping our clients accounts in order. 
I handle all client communication and personally have my hands in all my accounts. 


Software Used: 

Quickbooks (online), Gusto, ADP, Airtable, Procore, Deltek, Bill.com, Adobe, Amazon Web Services (AWS), Coupa, DropBox, FedEx, FreshBooks, Google Suite (GSuite), Microsoft Teams, MS Excel, Paychex, PayPal, Square, Square POS, SQL, Zoom, Xero

Skills Used: 

Bookkeeping, Account Reconciliation, Bank Reconciliations, Accounts Receivable, Accounts Payable, Collections, Invoicing, Profit And Loss, Balance Sheets, File sales tax reports, Historic clean up of books, Coaching / Mentoring, Full Charge Bookkeeping, Payroll, Implementation of new standards, Cash flow management, Accounting Processes

Industries Covered: 

Accounting Firm

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