Bernard Louise D.

I’m a CPA with 10+ years of accounting and finance experience, specializing in bookkeeping, reconciliation, financial reporting, Excel automation, QuickBooks support, and accounting workflow automation. I help businesses clean up financial data, reconcile accounts, improve reporting, and build practical systems that reduce manual work. My strength is combining accounting knowledge with automation tools to create reports that are accurate, useful, and easy to maintain. I can help with: Bookkeeping and account reconciliation Bank, credit card, and payment reconciliation QuickBooks cleanup, data review, and report preparation Excel and Google Sheets reports, dashboards, formulas, and data cleanup Inventory/FIFO costing, freight and tariff allocation, and cost reconciliation Cash flow forecasting and budget monitoring Data migration and accounting system support Workflow automation using AI, n8n, Zapier, Google Sheets, Excel, and other tools I have worked on advanced accounting and reporting projects involving QuickBooks exports, IIF file conversion, FIFO inventory calculations, tariff/freight allocation, validation reports, exception tracking, formula documentation, and dashboard-ready financial reports. I also build automation workflows for repetitive accounting tasks such as report generation, transaction cleanup, reconciliation support, document preparation, and cash flow monitoring. My goal is not only to record transactions, but to help clients understand their numbers, identify issues, and improve their financial processes. I work independently, pay close attention to details, and enjoy solving accounting and reporting problems that require both financial analysis and technical thinking.