I’m a Virtual Assistant with experience supporting the Sales Manager, the Accounting Firm Owner and CPA, helping them stay organized and ensuring smooth day-to-day operations.
I specialize in following up with clients for bank statements, onboarding new clients through Monday and Co-pilot and managing busy calendars including scheduling and handling appointments.
I also handle invoicing and generate financial reports using QuickBooks once reconciliations are completed, ensuring accurate and up-to-date records.
Additionally, I have experience assisting the CPA with federal tax filing for individuals, sole proprietors, partnerships and S corporations.
Reliable and detail-oriented, I take pride in efficiently managing financial and administrative tasks while providing excellent client support.
