Software expertise includes:
Quickbooks | Google Workspace | Google Drive | Google sheets | Slacks | Paypal | Wise | Canva | Capcup | Trello | Asana | Dropbox | Calendly | Later | Zoom | Gmeet | WhatsApp | dPM | IBM | SAP
Hi! I’m
assistant here in the Philippines. I have 6 years of banking experienced as a Senior
Branch Operations Assistant and now a Freelancer Bookkeeper and Virtual
assistant directly reports to CEO and company’s directors, most of my works are
in accounting duties, customer and administrative tasks.
As a Bookkeeper and Virtual assistant, I assist my client in their accounting
admin needs and such as setting up and making sure up to date accounting software
in Quickbooks from uploading their bank transaction & expenses, reconciliation,
categorization, handling AR and AP
transactions. I am dedicated to deliver accurate and timely manner results in
every task given for the comprehensive financial overview of your business,
empowering well-informed decisions with certainty.
Also, I am equipped with different tools and platforms such as Quickbooks |
Google Workspace | Google Drive |SAP | IBM | Google sheets | Slacks | Paypal | Canva | Capcup |Trello | Dropbox | Calendly | Later | Zoom |Google meet | WhatsApp | dPM. And always eager to learn new things and value professional growth.
I am available to start as soon as possible and I hope that I speak to you
soon, to further discuss how my skills align with your needs.
"Here are the services that you can avail" :
Setup and/or Maintenance of Quickbooks file including:
-Customized chart of account
-Upload historical transactions from bank data (eg. PDF to CSV)
-Upload Bills and expense/invoices
-Assistance with setup of any bank feeds, as applicable
-Assistance with setup of any necessary third-party integration
Daily bookkeeping including but not limited to the following:
-Records cash receipts/income from your bank deposits
-Records any adjusting entries needed
-Reconciling Bank transactions and credit cards to statements
-Reconcile other balances sheet accounts to underlying records
-Records cash disbursements/expenses from your bank transactions
-Records any interbank transfers
-Creating bills, sales invoices, Credits notes, purchase orders, etc.
Monthly Financial reporting including:
-Balance Sheet
-Profit and Loss statements& Other Accounting Tasks
Versatile Virtual Assistant
-Data entry
Graphic Design Services:
-Create custom graphics for social media, blogs, and marketing
materials.
-Design logos, business cards, brochures, and branding assets.
-Develop infographics and visual content for presentations or reports.
Content Writing and Editing:
-Write blog posts, product descriptions.
-Edit and proofread written content for clarity and consistency.
-Develop content calendars and strategies for social media or marketing
campaigns.
Video Editing:
-Edit raw footage into professional videos for marketing or
informational use.
-Add text, transitions, music, and effects to enhance video content.
-Create video intros, outros, and animations.
Don't let bookkeeping and admin works overwhelm you. Let's connect!
Your Bookkeeper | Virtual Assistant | QBO ProAdvisor
-
Experience: 5 - 10 years
Experience: 6 months - 1 year
Quickbooks Accounting Software. - Setting up QBO - Clean-up bookkeeping - Catch -up Bookkeeping
Experience: 6 months - 1 year
Experience: 2 - 5 years
Used to communicate with clients, vendors and track important email thread concerning, Accounting duties, invoices, statements, aging reports and maximizing other features such as Sharepoint.
Experience: Less than 6 months
Experience: 5 - 10 years
Value detail oriented outcome, with the ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small, organizing time and resource efficiently.
Experience: 5 - 10 years
Almost 6yrs of experience with Good customer service, Investments & Insurance , Bank Reconciliation and Documentations.
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 5 - 10 years
With my banking experience I've to customer service, to cross selling of different Bank products and services ( Car loan, housing loans, investments and insurance, credit cards). I do monthly reporting as part of Accounting team . And with my Freelance clients abroad as VA, I do weekly reporting about the aging in Account payable through email and calls.
Experience: 5 - 10 years
Used to communicate with client, vendors and team. - Used to track important email thread, for monitoring invoices, statements and aging reports. - Creating folders, using Sharepoint - Requests or inquiries; scheduling appointments or meetings via email; creating or updating email lists or newsletters.
Experience: 2 - 5 years
Experienced on Social Media and designs Canva as primarily tools for editing and promoting tools
Experience: Less than 6 months
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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