Bookkeeper & Administrative Professional | QuickBooks Online ProAdvisor

Builds and maintains tracking systems, reporting dashboards, and structured logs in Google Sheets and Excel. Turns raw data into clean, readable records that support informed decision-making.

Organises appointments, deadlines, and team schedules to keep operations running without overlap or missed commitments. Comfortable managing calendars across time zones.

Processes high volumes of data accurately and efficiently. Experienced in maintaining structured records across CRM platforms, spreadsheets, and internal systems with consistent attention to detail.

Word, Excel, Outlook for reporting and document management AI Tools (Claude & ChatGPT) — Prompt engineering for document creation, research, and workflow automation

Monitors, sorts, and responds to emails with professionalism and timeliness. Flags priority items, drafts responses, and keeps communication organised so nothing falls through the cracks.

Docs, Sheets, Calendar, Gmail for remote collaboration Microsoft

Tracks and records all money coming in and going out — invoices, payments, and outstanding balances — ensuring every transaction is documented, verified, and traceable with zero missing entries.

Matches recorded transactions against bank and credit card statements to catch discrepancies, prevent errors, and keep the general ledger clean and audit-ready at all times.

Trained in all 6 steps — from collecting and analysing transactions, recording journal entries, preparing trial balances, making adjusting entries, all the way through to producing financial statements.

Certified in 5 QBO ProAdvisor modules covering the full workflow — from setting up accounts and recording transactions to running reports and closing periods. Comfortable navigating the QBO Accountant Dashboard and managing multiple client files.

Creates and maintains clear, step-by-step process guides and knowledge base articles. Ensures team members can execute tasks consistently and accurately, even without direct supervision.

Maintains accurate, up-to-date ledger entries across all accounts. Ensures transactions are properly categorised and that the chart of accounts reflects the true financial position of the business.