Full-Cycle Accounting Support (AR/AP/GL) |AR/AP Process Imp

Managed full-cycle AR operations, including invoicing, collections, and account reconciliation. Implemented collection strategies to minimize overdue balances and collaborated with sales teams on dispute resolution. Generated client invoices, monitored accounts, and ensured timely payment collection. Reconciled accounts, addressed payment discrepancies, and coordinated with clients to resolve them. Produced regular reports on AR performance, cash flow, and aging invoices.

Engage with potential clients, supporting the lead generation process and nurturing relationships to increase conversion rates. Respond to client inquiries on funnel building, digital marketing strategies, and optimization techniques. Resolve technical issues with funnel software (Clickfunnels, GoHighLevel, Systeme.io) and manage integration with payment gateways. Guide new clients through onboarding with resources and training to ensure a smooth start. Collaborate with the sales team to implement and enhance lead engagement strategies.

I use Google sheets to monitor revenue and expense, manual bookkeeping, accounts reconciliation, and monitoring tasks.

Recording of daily FInancial transactions. Data Cleanup

CRM Management: Set up and manage pipelines, contacts, and opportunities. Organize and segment customer data for targeted outreach. Automation & Workflow: Maintain automated workflows (e.g., email, SMS sequences). Troubleshoot and optimize existing automation. Funnel & Website Support: Edit, and maintain landing pages and sales funnels. Set up integrations with payment gateways (e.g., Stripe). Customer Communication: Monitor and respond to customer inquiries through SMS, email, and chat. Set up and track appointment scheduling. Reporting & Analytics: Generate reports on lead performance, conversion rates, and campaign metrics. Monitor marketing campaigns.

Prepared and sent invoices while maintaining accurate records of payments and client data. Reconciled balances and collaborated with management on past-due accounts. Managed full-cycle AR operations, including invoicing, collections, and account reconciliation. Implemented collection strategies to minimize overdue balances and collaborated with sales teams on dispute resolution.

Xero Bookkeeping

I used bill.com, stripe, PayPal, Wise, and ZOHO in managing Payables.

Go High Level Support

Handled end-to-end accounting processes, including invoicing, payment collection, and reconciliation. Implemented internal financial controls to ensure compliance and enhance data accuracy. Provided financial insights through business intelligence (BI) reporting for strategic decision-making.