Are you looking for a reliable and dependable individual who can stay on top of your professional, business, and personal to-do list?
YOU NEED ME! :)
I specialize in:
- Administrative/Personal Assistance -- get things moving and organize for you.
- Project Management -- make sure your projects run smoothly.
- Bookkeeping -- keep your books accurate and up-to-date
WHY ME?
- Efficient and Effective Virtual Assistance and Bookkeeping services for 2+ year
- Proactive Self-Starter, Dependable, Growth Mindset, Organized, Detail-oriented, Honest
Here's how I can help and support your daily workloads:
ADMINISTRATIVE SUPPORT
- Organize files, documents and data in a systematic manner and maintain a database.
- Create and update SOPs, ensuring tasks are done consistently and efficiently.
- Manage and respond to emails, prioritize correspondence, and ensure timely follow-up.
- Manage lead data within CRM, such as merging records, data entry, and updating lead status.
BOOKKEEPING
- Create and send invoices and record expenses, bills to pay, A/R, A/R and balancing the books.
- Reconcile the transactions and bank statements on a weekly basis to ensure records are up-to-date
- Prepare and generate Profit & Loss Statement and Balance Sheet
- Set up automation to streamline future transactions and enhance efficiency.
TRANSACTION COORDINATION
- Manage and update listing properties across all marketing platforms
- Prepare purchase & sale agreement document
- Create the deed and file it to the county for recording
- Coordinate transactions and facilitate smooth communication between buyers and sellers.
PROPERTY RESEARCH AND DATA ANALYSIS
- Conduct market comparison research and develop a price matrix for effective decision making.
- Pull and examine property deeds for legal compliance and documentation.
- Generate comprehensive lists and extract key property details.
- Scrub and organize the data list on a sheet and tailor the scraping parameters based on specific data needs.
Adept with these tools and websites :
- AirTable, Slack, LastPass
- Google Sheet, Docs, Google Drive, Mail & Calendar
- Microsoft Word, Excel, PowerPoint
- Zoho, Follow Up Boss
- County GIS, Data Tree
- -----------, LandandWatch, LandFlip, LandModo, LandPin
- -----------, -----------
- -----------, ZimpleMoney
- OpenPhone, Google Voice, MailChimp
- DocHub, SimpliFile, AnyTime Mailbox
- Canva, CapCut
- SquareSpace, WordPress
Bookkeeping Tools
- Xero, Checkbook
- GeekPay
- Microsoft 365
Are your toolkits not on the list? No worries! ---- I'm flexible and always game to learn new tools and get the job done right!
Ready to make your business life simpler? Shoot me a message, and let's make it happen!
Verified
