Tax Preparer · Bookkeeper · QBO Specialist
Tax returns done right.
Books kept clean.
Clients stay confident.
I'm Quenie Jade — an experienced tax preparer and detail-oriented bookkeeper helping US small businesses and individuals file accurately, stay compliant, and keep their finances organized year-round.
About
A partner for your taxes and books.
I'm a detail-oriented Tax Preparer & Bookkeeper with over 1 year of experience handling financial records, reconciliations, and tax preparation for US individuals and businesses. At Borderless Accountants, I've prepared and supported 300+ individual tax returns (Form 1040, including Schedule C and Schedule E) and business returns (Forms 1065, 1120, and 1120S) while managing monthly bookkeeping for 40+ small business clients.
I'm QuickBooks Online Certified and proficient with professional tax software including CCH, UltraTax CS, Drake, TaxAct, ProConnect, and Lacerte. I use TaxDome, Microsoft Excel (Advanced), and Google Workspace to keep client records accurate, organized, and deadline-ready.
Introduction
Meet me in one minute.
A short introduction covering my experience, the services I offer, and how I can help your business stay on top of its books.
Video hosted on Google Drive — make sure sharing is set to “Anyone with the link” so viewers can play it.
Experience
What I do, day to day.
Tax Preparation Assistant
- Prepared and organized client documentation for individual Form 1040 and business returns (Forms 1065, 1120, and 1120S).
- Applied working knowledge of Schedule C and Schedule E to support accurate income and expense reporting.
- Used CCH, UltraTax CS, Drake, TaxAct, ProConnect, and Lacerte to process client returns.
- Assisted in preparing 300+ individual tax returns during tax season while consistently meeting filing deadlines.
- Coordinated with senior preparers to review filings and ensure accuracy and compliance.
Bookkeeper
- Managed monthly bookkeeping for 40+ small business clients.
- Categorized and reconciled bank and credit card transactions.
- Prepared monthly Profit & Loss and Balance Sheet statements.
- Processed accounts payable and accounts receivable.
- Maintained accurate financial records using QuickBooks Online.
- Supported clients with bookkeeping cleanup and year-end adjustments.
Toolkit
Skills & software.
Credentials
US Bookkeeping & QuickBooks Online Certificate
Awarded July 17, 2026 by Borderless Accountants Academy after successfully completing their 7-week US Bookkeeping and QuickBooks Online training program, mentored by Christian Ayade.
Contact
Let's work together.
Need a detail-oriented tax preparer and bookkeeper to keep your returns accurate and your books tax-ready? I'd love to hear from you.