Current Employment Status:
Hired Part Time on Apr 19, 2024
Hi there! I’m
Bookkeeper by Day, Executive Assistant by… Also Day!
Numbers don’t scare me—messy books do! As a Bookkeeper & Executive Assistant, I specialize in turning financial chaos into clean, organized records and making sure executives don’t miss a meeting (or their coffee). With over eight years in banking and more than a year of virtual bookkeeping and administrative support, I help businesses stay financially sound, efficient, and stress-free.
Key Services:
* QuickBooks Online Setup & Management
* Bank & Credit Card Reconciliations
* Accounts Payable & Receivable Processing
* Cash Flow Analysis & Expense Tracking
* Invoicing & Cashbook Accounting
* Payroll Processing & Year-End/Month-End Journal Entries
* Financial Record-Keeping & Compliance
*
* Meeting Coordination & Documentation
Fluent in QuickBooks Online, Xero, YNAB, Asana, Trello, Microsoft Office, and Google Suite, I work with U.S. clients to keep their businesses running smoothly. My goal? To make financial management easier, one spreadsheet at a time—while keeping things light and stress-free!
Work Experience
Document Masters, LLC.
* Executive Assistant / Bookkeeper (April 22, 2024 – Present)
-Reconcile accounts and ensure accuracy in financial records.
-Maintain precise data entry in QuickBooks Online for financial management.
-Track expenses, categorize transactions, and resolve discrepancies for accurate reporting.
-Create invoices and manage accounts receivable.-Handle
-Attend meetings, take notes, and ensure follow-ups are completed.
Virtual Bookkeeper / Virtual Assistant
* December 17, 2023 – February 3, 2024
-Performed account reconciliations and maintained accurate financial records.
-Managed bookkeeping tasks, ensuring compliance with financial standards.
-Organized file management for smooth document retrieval and record-keeping.
-Handled
-Resolved client issues and provided timely solutions.
Producers Savings Bank Corporation
* Teller / Branch Cashier / Bookkeeper (January 1, 2016 – July 15, 2023)
-Conducted bank reconciliations, ensuring accuracy in financial records.
-Managed accounts payable and receivable, streamlining payment processes.
-Ensured compliance with financial regulations and company policies.
-Handled cash operations and reconciliation, minimizing discrepancies.
-Maintained financial documentation and record-keeping for audits.
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.