I have extensive experience in accounting, bookkeeping, and US tax
preparation, including QBO setup, reconciliation, financial reporting, and tax
data entry for 1040, 1120-S, and 1065 using Drake, TaxSlayer, and OLT Pro. I am
also trained in client communication, CRM management, and SOP creation.My background also includes paralegal administrative support and medical
records processing, familiar with HIPAA requirements, records retrieval, and
case file preparation using CIOX, Chartswap, Salesforce, Arcust, and Filevine.
I
can support executives, CPAs, attorneys, and medical offices with reliable
admin assistance, documentation management, and accurate, efficient back-end
support.
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: Less than 6 months
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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