Jeffrey P.
Virtual Bookkeeper
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About
Jeffrey P. is a Virtual Bookkeeper with over six years of experience in bookkeeping and financial data management, holding certifications in QuickBooks and Xero. Actively supporting small businesses in industries such as dental labs, migration services, and equipment supply, he has managed full-cycle AP/AR, executed bank and credit card reconciliation, and prepared financial reports including profit & loss and balance sheets. At Snap Dental Labs, Accounting Plus Services, and Stratton Migration Australia, Jeffrey P. streamlined workflows to improve billing accuracy, optimized collection timelines, and maintained audit-ready records. His expertise extends to managing BAS/GST compliance, performing financial record clean-up, and ensuring 95%+ accuracy in high-volume customer databases. With a degree in Banking and Finance, he consistently delivers accurate, organized, and compliant bookkeeping solutions for multi-industry clients.
Experience
Billing & Bookkeeping Coordinator
Snap Dental Labs · 2025 — PresentClassified income and expenses accurately within accounting systems. Conducted bank and credit card reconciliations to ensure data precision. Managed daily invoicing and billing tasks while confirming billing accuracy against job orders and client agreements. Addressed billing inquiries and discrepancies in a professional manner. Organized digital records of invoices, payments, and related documents. Contributed to the preparation and review of financial reports for management.Online Bookkeeper
Stratton Migration Australia · 2024 — 2025Recorded and categorized income and expenses, ensuring accurate financial tracking. Improved efficiency in weekly bank reconciliations. Managed Accounts Receivable and Accounts Payable using Xero. Created cash flow summaries to aid management planning and ensured proper GST treatment for transactions. Assisted with BAS and GST lodgment preparation while maintaining audit-ready records by attaching source documents in Xero.Accounting Officer / Bookkeeper
Powertrac Inc. · 2019 — 2025Updated and cleaned historical financial records to ensure compliance and accuracy. Managed the full cycle of Accounts Payable and Accounts Receivable while reconciling multiple bank and ledger accounts. Maintained customer records with high accuracy. Prepared AR aging reports, P&L statements, and supporting schedules for management review. Conducted internal checks periodically to spot discrepancies and unusual transactions. Aided in enhancing bookkeeping workflows and record-keeping standards.Virtual Bookkeeper
Accounting Plus Services · 2024 — PresentOversaw multiple QuickBooks accounts and significantly reduced posting discrepancies. Enhanced AP/AR workflows, leading to quicker collection timelines. Generated monthly Profit & Loss and Balance Sheet reports. Conducted regular reviews of accounts to detect errors and transactions needing categorization. Coordinated payment tracking and followed up on overdue receivables. Assisted in preparing year-end bookkeeping for tax and external reviews. Documented bookkeeping processes to promote consistency across clients.
Skills & Expertise
Education
- BSBA – Banking and FinanceUniversity of the East
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