Accounting VA| Certified Bookkeeper | Tax Preparer

Managed bookkeeping functions using QuickBooks Online and QuickBooks Desktop, including recording financial transactions, performing bank reconciliations, and maintaining accurate accounting records. Organized and analyzed bank data through Microsoft Excel to ensure accuracy and completeness of financial information. Prepared financial reports such as Profit and Loss Statements, Balance Sheets, and Cash Flow Reports, while supporting month-end processes and providing reliable financial data to assist management in business decision-making.

My experience as an ESL Teacher strengthened my English speaking, listening, and communication skills by interacting daily with international students and conducting one-on-one lessons in a professional online environment.

Completed QuickBooks Level 1 and Level 2 Certifications, gaining comprehensive knowledge of accounting workflows, company setup, chart of accounts management, customer and vendor transactions, invoicing, expense tracking, bank reconciliations, financial reporting, and month-end procedures. Applied QuickBooks best practices to maintain accurate financial records and support efficient bookkeeping operations.

Enhanced financial accounting expertise through comprehensive review for the Financial Accounting and Reporting (FAR) section of the CPA Licensure Examination, focusing on financial statements, accounting standards, account analysis, reconciliations, and financial reporting principles.

Provided email support by responding to customer inquiries, resolving issues, and delivering accurate information in a timely and professional manner. Managed high volumes of email correspondence, maintained detailed records of customer interactions, followed up on outstanding requests, and collaborated with internal teams to ensure efficient resolution of concerns while maintaining a high standard of customer service and client satisfaction.

Assisted in tax preparation using Drake Tax Software by organizing and reviewing client information, preparing tax-related documents, and ensuring accurate data entry. Communicated with clients through email to request required documents, provide updates, answer inquiries, and deliver completed tax forms while maintaining professionalism, confidentiality, and excellent client service.

Developed strong phone communication and customer service skills through experience as a Telephone Support Operator, handling local and international inquiries in a professional and courteous manner. Effectively assisted callers by providing accurate information, addressing concerns, managing high call volumes, and maintaining clear communication while ensuring a positive customer experience.

Proficient in data entry with experience accurately inputting, verifying, and maintaining financial, tax, and administrative records while ensuring accuracy, confidentiality, and attention to detail.