PROFESSIONAL SUMMARY
Detail-oriented Bookkeeper and Virtual Assistant with experience in financial record management, administrative support, and customer service. Skilled in maintaining accurate accounts, managing schedules, and delivering efficient, reliable remote support.
PROFESSIONAL SKILLS
- Quickbooks/Xero
-Accounts Payable & Accounts Receivable
-Bank Reconciliation
-Invoice Processing & Billing
-Financial Record Management
-Data Entry with High Accuracy
-Calendar &
-Appointment Scheduling
-Administrative Support
-Customer Service & Client Communication
-Problem-Solving & Time Management
PROFESSIONAL SERVICES
1. FINANCIAL DATA ENTRY
Provide accurate and timely recording of financial transactions to maintain organized and up-to-date records, ensuring overall financial accuracy and transparency.
2. BANK RECONCILIATION
Perform regular reconciliation of bank and credit card statements to verify financial data, identify discrepancies early, and maintain reliable records.
3. ACCOUNTS PAYABLE/RECEIVABLE MANAGEMENT
Manage invoices, billing, and payment tracking to support healthy cash flow and ensure timely collections and payments.
4. BASIC FINANCIAL REPORTING
Prepare monthly financial summaries and reports to help monitor business performance and support informed decision-making.
5. CALENDAR &
Coordinate schedules, manage inbox communications, and organize appointments efficiently to improve workflow and productivity.
6. ADMINISTRATIVE SUPPORT
Provide comprehensive virtual assistance including document preparation, data management, and operational coordination to streamline daily business activities.
7. CUSTOMER INQUIRY HANDLING
Respond promptly and professionally to customer inquiries via
8. ISSUE RESOLUTION & CLIENT SUPPORT
Address customer concerns effectively, process orders and follow-ups, and maintain positive client relationships to strengthen business reputation.
SOFTWARE PROFICIENTCY
-QuickBooks
-Xero
-Office & Productivity Tools
-Microsoft Office
-Google Workspace
-Zoom / Microsoft Teams / Google Meet
-Trello / Asana / ClickUp
-Slack
-Calendly / Google Calendar
-HubSpot CRM
-Zoho CRM
TRAININGS
-Take Xero Courses
-Tesda Bookkeeping NCIII
-Intuit Bookkeeping Certification
-Quickbooks Online Certification
Level 1
-Take Quickbooks/ Bookkeeping Courses with Certification
Mission
To provide accurate, efficient, and reliable bookkeeping, administrative, and customer support services that help businesses maintain organized financial records, streamline operations, and deliver excellent client experiences.
Vision
To be a trusted virtual professional known for enhancing business efficiency, ensuring financial clarity, and fostering strong client relationships through exceptional support and service.
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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