Jia M.

Experienced bookkeeper and tax preparer helping US small businesses get their books clean and their taxes filed right. I've spent years working hands-on with reconciliations, bookkeeping cleanups, and tax preparation, and I've also led a reconciliation team and a review team so I know both how to do the work and how to build a process that catches mistakes before they become a problem. WHAT I DO Catch-Up and Clean-Up Bookkeeping I fix messy books that have been neglected for months. This includes invoice processing, merchant account reconciliation, bank and credit card reconciliation, undeposited funds cleanup, fixing the chart of accounts, and correcting transactions that were categorized wrong. You end up with clean books your CPA can actually file from. Monthly and Quarterly Bookkeeping Regular categorization, bank reconciliation, and financial statements — in QuickBooks Online or Xero. Whether you need full monthly support or a lighter quarterly check-in, I can match the pace to your business. Business and Individual Tax Preparation I prepare and file Form 1040 (including Schedule C), Form 1065 for partnerships, and Form 1120 and 1120-S for corporations, along with ITIN applications. EU VAT & Cross-Border Bookkeeping For businesses operating in more than one country, I handle EU and UK VAT compliance, including reverse charge VAT on cross-border transactions so you don't need a separate person just for that side of your books. WHY CLIENTS KEEP ME I've led a reconciliation team and a review team before, so I know how to build a solid process and catch mistakes before they become a problem. I bring that same care to every set of books I work on. I work independently and move fast. Most of my experience comes from startups, where I had to figure things out myself and work closely with other teams to get things done. I explain things simply. If something's off — like a deposit that doesn't match or a transaction in the wrong account. I'll tell you what it is and why it matters, not just say it's fixed. TOOLS I USE QuickBooks Online, Xero, Dext, Shopify, Stripe, Google Sheets, Excel GOOD FIT IF YOU Have months (or longer) of backlogged bookkeeping that needs to be caught up Want clean, accurate books before tax season instead of scrambling at the deadline Need ongoing monthly or quarterly bookkeeping support Want a preparer who explains what they find, not just a delivered PDF