Experienced VA-Bookkeeping, Customer Service & Admin Support

My work includes: ✅ AR - customer setup, create invoice, record payments (received payments), Send invoices via email or print and mail them. Address discrepancies with credit memos or refunds as needed. ✅ AP - vendor setup, enter bills, pay bills, ensure payments are recorded in QuickBooks after processing. ✅ Reports - generate Aging Reports and follow up on overdue invoices, use Reports, Customers & Receivables for insights on aging and sales. Track expenses, use Reports, Vendors & Payables to monitor unpaid bills and cash flow. ✅ Chart of accounts - categorize accounts ✅ Reconciliation - Regularly reconcile accounts receivable and accounts payable with bank statements and the general ledger. For Payroll includes: ✅ Payroll setup - Enter company information, pay schedules, and employee details. ✅ Employee setup, pay employees, create paycheck, and through direct deposit. ✅ Send invite to employees for viewing paycheck through workforce website. ✅ Track Time (if applicable) - Use Weekly Timesheets for hourly employees or import time data if needed. ✅ Add payroll items such as garnishment, 401k, state tax, and etc. ✅ eFile and ePay for tax payment and tax filing - doing quarterly and annually filing and pay liabilities. ✅ Generate Reports - review payroll summaries, liabilities, and tax reports for discrepancies - liability adjustment,

Provide Tier 1 & Tier 2 support to customers using QuickBooks Desktop and Online via chat, email, and phone (if applicable). Assist clients with technical issues such as installation errors, software updates, syncing problems, and performance troubleshooting. Guide users on accounting-related queries, including managing chart of accounts, categorizing transactions, and generating financial reports. Walk customers through step-by-step solutions for tasks like bank reconciliation, payroll processing, and inventory tracking. Explain features and tools such as invoicing, bill payments, and tax form preparation in both QuickBooks Desktop and Online versions. Troubleshoot data file issues, including file corruption, backups, and restoration of company files. Support users with third-party integrations (e.g., TSheets, PayPal, Shopify) and help resolve compatibility or syncing issues. Educate users on how to navigate the software, customize settings, and optimize workflows for their business needs. Handle escalated issues and ensure timely resolution by coordinating with technical specialists or engineering teams if needed. Document cases and resolutions clearly using CRM or internal systems for tracking and follow-up. Provide feedback to the product team on customer-reported bugs and usability concerns. Maintain up-to-date knowledge of QuickBooks features, updates, and best practices through regular training. Assist with subscription, billing, and account access issues, including upgrades, renewals, and login problems. Support clients in setting up and managing payroll, including employee information, paycheck creation, tax payments, and filings.

Can manage calendars, schedule appointments, and handle emails as needed by the manager. I’ve worked as a Virtual Admin Assistant and know how to support busy teams. I have good customer service and communication skills—I make sure to respond clearly and professionally. Can help manage and send out email campaigns. Good at entering and organizing data, and I always pay close attention to details. Can work independently and from home without needing someone to constantly check on me. I manage my time well and always aim to meet deadlines. Know how to use MS Office and Google Workspace (Gmail, Docs, Sheets, etc.). Can update sales presentations—this includes doing research, gathering information, taking screenshots, and entering data correctly. I understand the importance of keeping things private, especially when it comes to sales strategies or client info. I’m someone who takes responsibility and finishes what I start, without needing to be reminded. I know how to juggle different tasks and still stay focused on the details. Always try to answer the sales team quickly and helpfully. Can work with other departments when needed and make sure things run smoothly between teams. Support the sales team by preparing documents, doing research, and helping with follow-ups. Keep a positive attitude and always try to be helpful—I want to make sure the sales team is set up for success. Have experience using Keap CRM and can keep it updated properly. I also create Standard Operating Procedures (SOPs) to explain how tasks should be done step-by-step. I understand that working virtually means I should be online and focused during work hours to get things done and work well with the team. I use Time Doctor to track my hours and make sure I’m working during my scheduled time.