Erica R.

About Erica R.

Hi, I\'m Erica! My mission is to design virtual accounting solutions for…

Experience

1. Sr Expert Bookkeeper & Payroll Hero

   Intuit

   Jan 2023 — Present

   Manage bookkeeping for multiple small business clients across various industries, ensuring accurate financial records and timely reporting.Reconcile bank and credit card accounts, categorizing transactions and ensuring consistency between client accounts and financial statements.Assist clients with setting up and optimizing their QuickBooks Online accounts, customizing charts of accounts, and ensuring proper tracking of income and expenses.Prepare and deliver financial reports, including profit and loss statements, balance sheets, and cash flow statements, to help clients understand their financial health.Provide real-time support to clients through live sessions, answering questions about transactions, reports, and other bookkeeping-related issues.Collaborate with clients to ensure compliance with accounting standards and tax requirements.Conduct ongoing reviews of client accounts to identify and address discrepancies, maintain accuracy, and ensure accounts are clean and up to date.Maintain confidentiality and security of financial data, ensuring compliance with all relevant data protection regulations.Support team members with their payroll issues - Teaching experts how to overcome payroll roadblocks, reviewing which documents are required, troubleshooting discrepancies or taking over payroll portion for specific customers.

Education

• Western Governors University

  Bachelor of Science Business Administration, Accounting