2 Hour Customized Quickbooks Online Training
In this training, we will go over:
-Setting up bank feeds and matching transactions
-Customizing invoices and sales receipts
-Running monthly and weekly reports
-Entering and paying bills and expenses
-Reconciliations
-General excise tax set-up
-Payroll set-up and management
Arielle Anne Axelrod
Accounting Services located in Dripping Springs, Texas
EXPERIENCE
I am a motivated self-starter who pays attention to the details. I am a certified ProAdvisor in Quickbooks Online and can help you maintain accurate records of your expenses and income. I can assist you with bringing your books up to date so that they are organized and accurate. I have worked with a variety of clients such as wellness clinics, construction, restaurants, and non-profits. This range allows me to tailor my services to best fit your needs.
BOOKKEEPING & BILLING MANAGER
Mighty Citizen
May 2022 - Present
Austin, Texas
Manage all aspects of client billing on a weekly and monthly basis including onboarding and financial set-up to ensure a successful relationship with new and future clients. Work closely with project managers to ensure billing accuracy and accounts receivable efficiency. Responsible for recording the day-to-day financial transactions, as well as implementing accounting policies and procedures across all departments while maintaining accurate financial reporting.
BOOKKEEPER & PAYROLL
Self-Employed
July 2019 - Present
Dripping Springs, Texas
Handling all bookkeeping aspects for clients on a weekly, monthly, and quarterly basis including analyzing client accounts, coding transactions, and bank and credit card reconciliation. Process accounts payable, payroll liabilities, and tax payments. Run monthly financial reports with customization. Optimize data entry to increase efficiency and accuracy. Track inventory and daily sales.
ACCOUNTS PAYABLE
Jim Falk Motors
March 2020 - June 2020
Kahului, Maui
Responsible for completing payments and inputting expenses by receiving, processing, verifying, and reconciling invoices for 5 different dealerships under Jim Falk Motors. Paid vendors in a timely manner, scheduled and prepared checks, resolved purchase orders, invoice or payment discrepancy and documentation. Maintained accounting ledgers by verifying and posting account transactions on a monthly basis.
BOOKKEEPING & TAX ASSISTANT
Birdsall's Tax Service
November 2019 - March 2020
Kihei, Maui
Assisted with tax clients ranging from self-employed to corporations both state and federal, helping them file end of year taxes and monthly tax payments. Processed payroll, accounts payable, and payroll liabilities for bookkeeping clients in a variety of industries. Performed bank and credit card reconciliations. Maintained overall office organization by setting appointments, reading emails and sorting paperwork for clients.
ACCOUNTING SERVICES
I specialize in small to medium businesses and can tailor my services to fit your business
Bookkeeping
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Bank and credit card entries and reconciliation
Accounts Payable
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Timely bill pay and vendor management
Accounts Receivable
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Invoices, estimates, sales receipts
Payroll
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Processing bi-weekly payroll, payroll liabilities, and time tracking
Taxes & Reporting
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GE filings, end of year taxes, and customized reports
Inventory Management
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Proper inventory configuration to keep track of quantity sold and cost of goods sold
QUICKBOOKS TRAINING
Training specialized for business owners and their employees to better manage your Quickbooks Account
CERTIFICATIONS
Certified ProAdvisor in Quickbooks OnlineRECOMMENDATIONS
BOOKKEEPING & PAYROLL
Bistro Casanova
"I hired Arielle Axelrod as a bookkeeper at Bistro Casanova in June 2020, at the reopening of service after several weeks of virtual stop of all activities and at the beginning of a complicated transfer of our payroll system to an outside service. She fit right in. Her introduction to the business was remarkably fast and she started improving our old school bookkeeping system from day one. She is competent, precise, always mindful of details, and ahead of the game in our relationship with the outside Payroll Service. She is also very fast, testing my ability to cope with her technological skills, to the point that I stopped trying to. Very refreshing to wonder how she can accomplish all her responsibilities in such a short "billable" time. An asset to my business and a definite improvement of my quality of life."
Giovanni Cappelli, President
(808) 283-1875
FINANCE MANAGER
Maui Solar Project, LLC
"Arielle took over the financial management of our business and also a significant amount of our administration earlier this year and her contribution has made a dramatic and very positive effect on our business. Arielle initiated an overhaul of our QuickBooks Online, processes and procedures, and employee tracking and management. Our business is now in very safe hands with Arielle."
Tony Peardon, Consultant
(808) 269-2352
BOOKKEEPING
Maui Holistic Garden Center
"Arielle is an AMAZING focused and patient human who knows bookkeeping and QB, Product Inventory, solution solving, finds answers quickly, great communication, and respectful. She took my office the past 2 years and turned it into a more professional, organized steam line health practice. My Admins really enjoy working with her too. Arielle teaches both my girls so much each month as she gathers what is needed to reconcile my monthly statements. We here at MHGC have grown into a more professional back-office business because of our Office Angel Arielle. Thank you Arielle for making a huge difference in our business."
Deborah Manzano, Owner
(808) 264-5992
PARENT COMMUNITY NETWORK COORDINATOR
Samuel E. Kalama Intermediate
"....What I appreciate about working with Arielle the most is her attitude. She is a “go- getter” and needs very little direction. She is always willing to help in whatever event or situation and she is not afraid to take the lead in big projects or endeavors. I believe she understands the importance of her position and strives to do the best that she can. I believe she recognizes that what she does is having a positive impact on the well-being of our students and feels good about giving back to the community."
Timothy Shim, Principal
(808) 344-1461
EDUCATION
BACHELOR OF ARTS
Sociology & Anthropology
Focus on: Business Management & Media Studies
Graduated May 2016 with 3.5 GPA
St. Olaf College, Northfield, MN
KINDERGARTEN-HIGH SCHOOL
Graduated May 2012
Austin Waldorf School, Austin, TX
I'D LOVE TO HEAR FROM YOU
