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Beyond the Numbers

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Providing you with clarity and knowledge 

so you can get down to business

and get back to what you do best.​

Fairness. Respect. 

Responsibility. 

Integrity. 

Our Mission. Our Values.

QUALIFICATIONS

  • Sound knowledge and experience setting up QuickBooks Desktop and Online for all types of companies. Examples include property management, construction, event planning, manufacturing and retail.

  • Experienced with trial balance, cash flow, bank reconciliation, government remittances and payroll.

  • Considerable customer support experience, greeting customers and ensuring they were attended to, assessing customer requests or problems and providing assistance. 

  • Established, assessed and overhauled restaurant and office procedures to peak efficiency and created office procedures manuals. Monitored inventory levels and supplies to ensure adequate stock. 

  • Managed staff scheduling and training including supervision of up to 12 staff members.

  • Designed promotional material (flyers, brochures, newsletters), business forms (letterhead, memos, invoices, fax forms), and company / product logos.

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COMPUTER

 

  • Extensive experience with computer hardware and software.  Adept with internet research and a wide range of online applications. Well-versed in PDF file creation as well as importing to and exporting from a wide variety of software. Skilled in design and creation of fillable PDF forms.

  • QuickBooks, both desktop and online.

  • Microsoft Office: Excel, Word, PowerPoint, Publisher, Outlook

  • Operating Systems: Windows 10, Linux

  • Internet Explorer, Mozilla Firefox, Google Chrome

  • Facebook / LinkedIn

  • Able to install and troubleshoot most computer hardware and peripherals.

 

RECENT EDUCATION & WORK HISTORY

 

Current Clients:​

  • App development company for golf courses

  • Two restaurants in Kelowna

  • Concrete Forming and Construction 

  • Exterior Renovation Contractor, sidings and decks

  • Retail clothing stores

  • Airbnb rentals

  • Dental office

  • Content creation company

  • Online stores

  • Hypnotherapist

 

  • Business Administration Bookkeeping Diploma                                                 Nov 2017

       Sprott Shaw College, Kelowna, BC​

Bookkeeping & Document
Services for Small Businesses

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