Are you looking for a dependable and detail-oriented Bookkeeper or Administrative VA who can work independently in a remote environment?
Hi, I’m Joan, an experienced Accounting, Bookkeeping, Administrative, and Legal Support Specialist with over a decade of professional experience. I help law firms, real estate companies, mortgage brokers, and finance teams stay organized, compliant, and financially accurate.
I am highly skilled in QuickBooks, Xero, Caret Legal, Practice Panther, Acumatica, and other business management tools, ensuring that your financial records remain accurate and your daily operations run smoothly.
My goal is simple: to lighten your workload, improve financial accuracy, and deliver reliable, on-time results so you can focus on growing your business..
SERVICES I OFFER
#Trust & Operating Account Management
#Accounting & #Bookkeeping
Certified QuickBooks and Xero ProAdvisor
Daily bookkeeping, invoicing, and expense management
#Bank reconciliation, #financial reporting, and journal entries
Accounts Payable & Receivable management
Payroll entries and inventory management
Administrative Support
Calendar and
Scheduling, follow-ups, and client coordination
Document preparation, data entry, and file organization
Process documentation and SOP creation
Real Estate & Property Management Assistance
Coordinating permits, inspections, and re-inspections
Managing escrow and insurance accounts
Preparing contracts and property documents
Communicating with contractors, landlords, and tenants
TOOLS & SOFTWARE PROFICIENCY
Accounting: QuickBooks Online | Xero | Acumatica | Finacle | Quickbooks Desktop
Productivity: Microsoft Office | Google Workspace | Outlook | Canva | Trello | Adobe Acrobat
Legal/CRM: #Practice Panther |#Caret Legal|#Clio| Center Base | Zoho | Scribe | Appfolio | Equifax | Teranet | Sales Force |
Client Industries:
#LawFirm
#Legal Services
Real-Estate / Property Management
Banking and Finance
Retailing
Mortgage/Brokerage
KEY ATTRIBUTES.
Reliable & Detail-Oriented: Ensures accuracy and consistency in every task.
Analytical & Resourceful: Identifies issues early and provides practical solutions. Efficient Multitasker: Manages multiple priorities without compromising quality. Effective Communicator: Professional in written and verbal communication.
Results-Driven: Focused on accuracy, timeliness, and measurable outcomes.
Availability: I am available full-time (40 hours/week) and can work graveyard shifts to accommodate clients in different time zones.
Let’s Connect! I am ready to align my skills with your needs and deliver exceptional service. Reach out today, and let’s start collaborating to achieve your business goals!
Best Regards,
Joan
Experience: 5 - 10 years
Are you facing challenges in managing your books as your business booms? Are you tired of dealing with too many receipts? Unrecorded Accounts? Let me SAVE YOU. Hire me.! I Am proficient in Bookkeeping, Accounting and Admin Support QuickBooks and Xero Pro. Bookkeeping, Accounting and Record Keeping on a daily basis Generate Estimates, Bills , Invoices Statement of Account Management Accounts Payables , Account Receivables Management Managing Purchase Order and Bills Generating financial statements such as balance sheet, income statement and cashflow Recording financial transaction including sales, purchases, receipts and payments Inventory Management
Experience: 6 months - 1 year
I provide administrative support in legal services, including preparing documents, managing correspondence, coordinating schedules, and organizing records. I prioritize accuracy, confidentiality, and efficiency, ensuring that all tasks are completed to the highest professional standards.
Experience: 5 - 10 years
As a graduate of accounting, I have extensive experience in Accounting Management, overseeing financial operations, budgeting, and reporting for clients. My skills include managing accounts payable and receivable, preparing financial statements, ensuring tax compliance, and streamlining accounting processes using accounting software to enhance efficiency, accuracy, and deadline adherence.
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: Less than 6 months
I provide real estate legal support, including managing permits, coordinating inspections, and assisting with property documentation. I understand the importance of accuracy, organization, and meeting deadlines to ensure smooth real estate transactions and compliance with legal requirements.
Experience: Less than 6 months
Experience: Less than 6 months
I am a certified QuickBooks Pro Advisor with a solid background in accounting and bookkeeping. Though I have less than six months of experience with QuickBooks, it operates on familiar accounting principles. I’ve effectively managed tasks like account setup, invoicing, and financial reporting, ensuring accuracy and organization.
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
I have 2 to 5 years of experience using Acumatica, a cloud-based ERP software. I have utilized it for various tasks such as financial management, reporting, and data entry, ensuring smooth integration with accounting processes. My experience with Acumatica has enabled me to streamline workflows and improve data accuracy across multiple departments, supporting efficient business operations.
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