Bookkeeper (Xero & QBO) | Executive Assistant | Financial & Admin Support for Gr

Experienced in using Xero for day-to-day bookkeeping, including invoicing, expense tracking, bank and credit card reconciliations, and maintaining accurate financial records. I have supported multiple clients by ensuring transactions are properly recorded, discrepancies are identified and resolved, and books are kept clean and audit-ready. I also assist in preparing financial reports and organizing supporting documents for accountants. Familiar with integrations and tools that support efficient workflow and accurate financial tracking.

Experienced in bookkeeping with 1–2 years of hands-on experience supporting accounting tasks, including invoicing, expense tracking, accounts payable and receivable, and bank and credit card reconciliations. Proficient in maintaining accurate and up-to-date financial records, identifying discrepancies, and ensuring books are clean and organized. I also assist in preparing financial reports and supporting documentation to help accountants and business owners make informed decisions.

Experienced in providing high-level administrative support, including calendar and email management, scheduling, correspondence, and document organization. I help executives stay organized and efficient by managing daily operations, coordinating tasks, and ensuring smooth communication. Proactive, detail-oriented, and able to work independently with minimal supervision.

Experienced in using QuickBooks Online through hands-on training during a 30-day bookkeeping challenge, where I performed key tasks such as invoicing, expense tracking, and bank and credit card reconciliations. I maintained accurate financial records, ensured proper transaction categorization, and practiced identifying and resolving discrepancies. I also assisted in generating financial reports and organizing records to support accountants and business owners in decision-making.

Experienced in managing complex calendars, scheduling meetings across time zones, and avoiding conflicts. I ensure all appointments are well-organized, prioritized, and aligned with business needs.

Skilled in managing and organizing inboxes, prioritizing emails, labeling messages, and responding professionally. I ensure timely communication, reduce clutter, and help maintain an efficient workflow for busy executives and teams.

Experienced in financial reporting through preparing and supporting monthly reports, reconciliations, and financial summaries for management and accountants. Skilled in organizing financial data, ensuring accuracy, and maintaining well-documented records to support decision-making. Familiar with generating reports from accounting systems and assisting in the preparation of profit and loss reports, ensuring timely and reliable financial insights.

Gained hands-on experience in data entry through administrative and bookkeeping tasks, including encoding financial data, updating records, and organizing information using spreadsheets and cloud-based tools. I ensure accuracy, attention to detail, and proper formatting while handling data, and I am able to follow instructions carefully to maintain clean and organized records.