QuickBooks Online (QBO) & Xero Certified | Remote Bookkeeper | Admin & Operation

Strong attention to detail in managing administrative tasks, reviewing information for accuracy, organizing records, and ensuring work is completed efficiently and error-free.

Experienced in handling customer concerns professionally, resolving issues calmly, and finding solutions that maintain positive client relationships and satisfaction.

Strong written and verbal communication skills, ensuring clear coordination with clients and teams, timely responses to inquiries, and professional handling of administrative and customer-related concerns.

Achieved QuickBooks Online Level 1 Certification, with hands-on knowledge in bookkeeping fundamentals, accounts receivable and payable, bank reconciliation, sales tax setup, and producing key financial statements — all within the QBO platform.

Experienced in providing customer support in a banking environment and remotely, managing inquiries, emails, appointment scheduling, and maintaining organized tracking systems for efficient follow-ups.

Skilled in managing and organizing inbound and outbound emails, streamlining communication workflows, responding promptly to client inquiries, and coordinating schedules to ensure efficient and timely follow-ups.

Xero-certified with experience navigating Xero, performing bank reconciliations, categorizing transactions, and maintaining accurate and organized financial records.

Sourced and identified potential candidates using SourceWhale, ZoomInfo, and Indeed Conducted resume screening to assess qualifications and role alignment Administered and uploaded personality assessments for applicants as part of the evaluation process Maintained and updated client tracking spreadsheets to ensure accurate candidate records Vetted assigned roles and endorsed qualified candidates to clients for review

I managed and responded to inbound and outbound email communications using Instantly, while setting up and configuring cold email sending accounts and campaigns to support client outreach efforts. I conducted lead research and built prospect lists through data scraping and online sourcing, verifying and enriching contact information using Findymail to ensure accuracy and improve deliverability. Additionally, I coordinated and scheduled client appointments via email correspondence and maintained organized tracking systems for leads, outreach status, and follow-ups.

Coordinated travel arrangements, scheduling appointments, and supporting smooth office operations.

Familiar with supporting digital marketing tasks such as email outreach, social media posting, lead research, list building, and assisting with campaign setup and tracking.

Experienced in supporting senior leadership, including assisting a Vice Governor, with tasks such as schedule management, correspondence handling, document preparation, coordination, and maintaining organized records to ensure smooth daily operations.