Years of experience: 8

BookkeeperBusiness OwnerC-level ExecutiveBookkeepStartup FounderBookkeeping

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Joanna Marie's Career Path
AccountantDec. 2025 -
Present
FixYourBooks101Accountant
United States, Florida RidgePROVIDES BOOKKEEPING SERVICES FOR US SMALL BUSINESSES Manage full-cycle bookkeeping, overseeing everything from initial transactions entry to final year-end closing Facilitates comprehensive "Clean-Up" projects, reconciling muti-year backlogs of unorganized data into audit-ready financial records Perform complex bank and credit card reconciliations for high-volume accounts, ensuring 100% accu...
Staff AccountantAug. 2023 -
Dec. 2025
Perennial Management Group, LLCStaff Accountant
United States, San DiegoManaged full-cycle accounting and intercompany consolidations for complex portfolios, including parent-subsidiary structures across Real Estate, E-Ecommerce, and Service industries. Expertly handled due-to/due-from reconciliations and muti-entity financial reporting. Set-up and maintain Chart of Accounts in accordance with GAAP A/R & A/P Management Loan Management and payment recording Handle...
Accountant/BookkeeperJun. 2022 -
Jul. 2023
JungleBooks Accounting FirmAccountant/Bookkeeper
United States, PlanoSet-up books from scratch in QBO for e-commerce, real estate and service-based companies Clean messy books and Catch Up Bookkeeping Create Chart of Accounts in accordance with GAAP Handle invoices and bills Properly categorize sales and income Analyze e-commerce platforms financial reports like Amazon, Ebay, Walmart, Shopify and Etsy Bank reconciliations for mutiple banks Analyze and check ge...

Joanna Marie's Posts

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    About

    • 7+ years in Auditing & Accounting • Certified QuickBooks & Xero Advisor • E-commerce, Service, Real Estate expertise • Setup & manage Xero/QuickBooks • Financial analysis & reporting • Excel, QuickBooks, Xero proficiency • Strong analytical skills

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    Cases & Experiences

    • Enhanced bookkeeping for an e-commerce giant • Streamlined financial processes for a service industry leader • Achieved 99% accuracy in financial reporting • Optimized accounts for real estate firm, boosting efficiency

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    Work Order

    • Setting up and managing your accounting software • Creating and maintaining compliant Chart of Accounts • Cleaning and organizing financial records • Managing accounts payable and receivable • Analyzing and reporting on financial health

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    How to contact

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    How I can help you

    Registered Cost Accountant with 7 years in auditing and accounting. QuickBooks & Xero certified. Services: book setup, chart creation, book cleaning, reconciliation handling, transaction categorization, and financial review. Free service if unsatisfied.

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    People I am looking for

    Ideal Clients: - Small businesses in the US - E-commerce, service, and real estate sectors - Seeking efficient financial management

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    Experience & Cases

    Achievements & Clients: - 7 years in auditing & accounting - QuickBooks & Xero certified - Excel, QuickBooks, Xero adept - E-commerce platforms: Amazon, Shopify, Etsy, Walmart

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    How to contact

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