Administrative VA | Tax Support (Drake) | Lead Generation | Excel & Data Management
I help business owners stay organized by managing administrative tasks, financial documentation, spreadsheets, and client communication so they can focus on growing their business.
I have several years of experience providing administrative and accounting support including invoicing, accounts receivable follow-ups, data entry, document organization, and professional
I also supported a U.S.-based tax preparer using Drake Tax Software. My responsibilities included organizing tax documents, verifying client information, sending e-signature requests, uploading files to Google Drive, and managing client portal updates to keep the tax workflow organized and efficient.
SERVICES I OFFER
• Administrative & Virtual Assistant Support
• Data Entry & Document Organization
•
• Invoicing & Accounts Receivable Follow-ups
• Lead Generation & Online Research
• Spreadsheet Tracking (Excel / Google Sheets)
• Tax Document Organization & Client Portal Support
TOOLS
• Microsoft Excel
• Google Sheets
• Google Drive
• Gmail / Outlook
• Drake Tax Software
PORTFOLIO
You can view my portfolio here:
It includes samples of:
• Lead Generation
• Data Entry
• Web Research
• Tax Preparation Support
I am reliable, detail-oriented, and able to work independently while maintaining organized and accurate records.
If you’re looking for a dependable Administrative & Accounting VA to help keep your business organized and running smoothly, feel free to send me a message.
If helpful, I’d be happy to complete a short trial task to demonstrate my attention to detail and how I can support your business.
“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”
Tyler Gies
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