I’m a Virtual Assistant, Accountant, and CRM Specialist with 5+ years of experience in accounting, payroll, and CRM management. I specialize in full-cycle bookkeeping, reconciliations, invoicing, accounts management, and payroll processing, with strong knowledge of Xero, QuickBooks, and Zoho Books. My expertise also includes Zoho CRM, Inventory, and other Zoho One applications, where I design workflows, set up automations, manage data migrations, and build integrations to streamline operations.
I’ve supported New Zealand, Australian and U.S.-based businesses across accounting, customer service, and system implementation, ensuring accurate reporting and efficient processes. Skilled in tools like Google Workspace, Trello, Asana, Slack, Shopify, and HubSpot (basic), I bring both technical expertise and strong organizational skills. I’m highly detail-oriented, proactive, and results-driven, committed to helping businesses stay financially organized while optimizing their systems for growth.
Experience: 2 - 5 years
I have over 3 years of experience managing Accounts Receivable, including invoice preparation, client follow-ups, and reconciliation of payments across multiple platforms (Stripe, Square, and bank feeds). In my current role, I handle AR processes through Zoho Books—creating automated invoice reminders, tracking overdue accounts, and integrating AR with Zoho CRM to streamline the entire client billing workflow. This ensures accurate financial reporting and faster collections while reducing manual error.
Experience: 2 - 5 years
I have solid experience in reconciling bank feeds, credit cards, and payment gateways (Stripe, Square, PayPal) with accounting records. Using Zoho Books, I streamline reconciliation by automating bank feeds, matching transactions, and identifying discrepancies quickly. This ensures clean, audit-ready financials and accurate monthly reporting for management
Experience: 2 - 5 years
With hands-on experience in Zoho People and Zoho Payroll, I process payroll cycles, track attendance and leave balances, and ensure compliance with local regulations. I’ve also integrated payroll data with Zoho Books for real-time expense tracking. My approach eliminates manual errors, speeds up payroll processing, and provides employees with clear, accurate payslips.
Experience: 2 - 5 years
I manage Accounts Payable by processing vendor invoices, reconciling statements, and ensuring timely payments while maintaining accurate records. Using Zoho Books, I’ve automated approval workflows, categorized expenses, and linked payments to specific projects. This streamlined approach reduces delays, improves vendor relationships, and ensures compliance with internal policies and audit requirements.
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