Medical Virtual Assistant | HubSpot CRM + Bookkeeping + Data Entry | US Clinics

I have experience in accurate data entry, spreadsheet management, and organizing large datasets using Excel and Google Sheets. I focus on speed, accuracy, and attention to detail in every task.

I have experience supporting US-based clinics with appointment scheduling, patient coordination, and data entry. I am familiar with Calendly, Google Calendar, and basic medical admin tasks. I ensure accuracy, confidentiality, and timely communication.

I have experience with bookkeeping tasks including expense tracking, invoicing, and preparing monthly P&L reports. I am familiar with Xero and Excel for organizing financial data and ensuring accuracy.

Familiar with Gmail and Outlook. I can organize inbox, compose replies, and respond to customer emails promptly.

I am skilled in using HubSpot CRM for lead management, contact organization, pipeline tracking, and deal stages. I can log activities, update contact properties, create tasks, and generate basic reports. I ensure data accuracy and confidentiality when handling client information.