QuickBooks Expert| Customer Service Support | Team Lead

Customer service professional with over 10 years of experience delivering exceptional support through phone, email, chat, and SMS. Skilled in handling customer inquiries, resolving concerns, managing complaints, and providing timely, solution-focused assistance. Strong communicator with the ability to build positive customer relationships while maintaining professionalism and empathy. Experienced using CRM systems to document interactions, track cases, and ensure accurate follow-ups. Highly organized, detail-oriented, and adaptable to fast-paced remote environments. Committed to delivering a positive customer experience, meeting performance goals, and contributing to team success through reliable, high-quality service.

Experienced in performing accounts reconciliations by comparing financial records, identifying discrepancies, and ensuring transactions are accurate and complete. Skilled in reconciling bank and credit card accounts, reviewing customer payments, verifying account balances, and resolving variances on time. Detail-oriented and committed to maintaining accurate financial records, supporting month-end closing activities, and ensuring compliance with company accounting procedures.

Proficient in QuickBooks Online, with experience managing day-to-day accounting tasks such as creating and sending invoices, recording customer payments, tracking accounts receivable, reconciling bank and credit card transactions, processing payroll, and maintaining accurate financial records. Experienced in generating financial reports, organizing transactions, and supporting efficient bookkeeping while ensuring accuracy and timely recordkeeping.

Experienced in Microsoft Excel for data entry, reporting, record management, and performance tracking. Skilled in using formulas, pivot tables, charts, sorting, filtering, and data analysis tools to maintain accurate records, generate reports, and support efficient business operations. also using formulas, pivot tables, VLOOKUP/XLOOKUP, conditional formatting, and other advanced Excel features.

Proficient in spoken English with strong verbal communication skills developed through over 10 years of customer service and administrative support experience. Confident in handling inbound and outbound calls, explaining information clearly, addressing customer concerns, and building positive relationships with clients. Able to communicate professionally with diverse customers and team members in remote work environments.