Accounting Associate | Virtual Assistant

Trained in QuickBooks Online with hands-on knowledge of basic bookkeeping tasks, including data entry, bank reconciliation, invoicing, and expense tracking. Proficient in navigating the QuickBooks interface and generating simple reports.

Solid understanding of bookkeeping principles with experience in AP/AR, reconciliations, and financial record-keeping using QuickBooks Online and Xero. Detail-oriented and accuracy-focused.

Proficient in high-volume, accurate data entry using tools like Excel and Google Sheets. Experienced in data maintenance, cleanup, validation, and basic reporting with strong attention to detail.

Experienced in end-to-end accounts receivable management, including invoicing, payment tracking, and account reconciliation using QuickBooks Online and Xero. Skilled in resolving discrepancies and maintaining accurate records.

Proficient in bank and credit card reconciliations using QuickBooks Online, with experience identifying discrepancies, resolving unmatched transactions, and supporting monthly close processes.

Experienced in accurately processing insurance or service claims, verifying documentation, and handling discrepancies, denials, and appeals. Proficient in using claims systems and managing high-volume workloads efficiently.

Experienced in preparing and managing accurate invoices using QuickBooks Online, tracking payments, and resolving discrepancies. Skilled in maintaining compliance, clear documentation, and organized billing records.

Trained in Xero with working knowledge of its core functions, including transaction entry, invoicing, and basic reconciliations. Familiar with the interface and eager to gain hands-on experience.

Experienced in end-to-end accounts payable processes, including invoice processing, payment management, and AP reporting. Proficient in QuickBooks Online and maintaining accurate vendor records.

Experienced in live chat support, handling multiple inquiries efficiently while resolving issues with professionalism. Proficient in using CRM tools like Zendesk and delivering clear, empathetic communication.

Experienced in multi-channel customer support (chat, email, phone), delivering timely, empathetic service using tools like Zendesk. Skilled in resolving issues, multitasking under pressure, and maintaining high customer satisfaction.

Entering and managing customer orders accurately Generating invoices and order confirmation Tracking orders and coordinating with shipping Handling changes, cancellations, and returns