OmniClerk
All about accounting!
OmniClerk Accountants
Lori
United States
QuickBooks Certification:
Getting Certified Soon
Subscribe to my bookkeeping services from the Products and Services page. Just choose my name from the list of available bookkeepers in Choose your dedicated bookkeeper dropdown.
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About
Dedicated Accountant with extensive experience in compiling, analyzing, and recording financial information. Accurate and organized with strong problem-solving skills, extraordinary attention to detail, and willingness to go above and beyond the job description. Fast learner with proven adaptability to new technologies and applications.
Areas of Expertise
Accounts Payable Accounts Receivable Payroll
Bank Statements Expense Reports General Ledger
Account Reconciliation Payroll Tax Compliance
Budget Preparation Financial Reporting Deposit Processing
Cash Flow Management Books Clean-up Books Set up
Professional Experience
• Collect, process, & post all monthly payments
• Record, track and pay all expenses related to the organization
• Record Daily Sales from platforms such as Square & Shopify
• Manage Inventory valuation from Point of Sales Systems
• Record event income and fees from Eventbrite
• Evaluate and resolve accounts receivable discrepancies & invoice customer
• Process multi-state weekly payroll with Direct Deposit and/or checks
• File and report all payroll tax-related forms to IRS & State (941s, W-2s, State Unemp)
• File and report all organizational specific forms to IRS & State
• Compile & report Financials Statements to Management, along with detailed notes
• Report Fundraising & Grant activity to the Director and Board
• Guide and assist Management through the Budgeting process
• Prepare monthly bank reconciliations
• Examine, analyze, & correct incorrect accounting records, work with management to ensure correct procedures going forward
• Consult clients on setting up new accounting software, creating a chart of accounts and procedures for daily accounting processes
• Perform special projects for management to include tuition assistance decisions, tuition/service pricing, tuition/service incentives, etc.
• Assist the Audit Committee in performing the yearly audit of files, to include documenting processes and making recommendations for improvements
• Record and perform monthly depreciation of all fixed assets
• Sales Tax calculation, payment, and recording in QuickBooks
• Perform monthly, quarterly and year-end close for a variety of clients
I offer remote accounting and bookkeeping services to businesses in the United States on an affordable fixed monthly subscription-based pricing. As an OmniClerk Accountant, I am committed to adding ease and simplicity to your accounting and bookkeeping department in order to have you do what you do best - run your business! Connect with me via OmniClerk and I will do the rest.
Bookkeeping Experience
17
Years
Expertise
QuickBooks Online
Payroll
Time Tracking - TSheets
Advanced
Advanced
Beginner
Languages
English
My Licenses and Certifications
QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise
Accounting Software Expertise, other than QuickBooks
Expertise in Other Software
Microsoft Office
Year of Birth
My Pricing
Bookkeeping for businesses with
less than
$10,000
in monthly expenses
$
100
Per Month
Bookkeeping for businesses
within
$10,000 - $25,000
in monthly expenses
$
200
Per Month
Bookkeeping for businesses
within
$25,000 - $150,000
in monthly expenses
$
300
Per Month
Bookkeeping for businesses with
more than
$150,000
in monthly expenses
$
500
Per Month
-
All prices are in USD
-
Actual prices may vary finalized after evaluating the amount of work required in your books.
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