Are you looking for a dependable and detail-oriented Bookkeeper or Administrative VA who can work independently in a remote environment?
Hi, I’m Joan, an experienced Accounting, Bookkeeping, Administrative, and Legal Support Specialist with over a decade of professional experience. I help law firms, real estate companies, mortgage brokers, and finance teams stay organized, compliant, and financially accurate.
I am highly skilled in QuickBooks, Xero, Caret Legal, Practice Panther, Acumatica, and other business management tools, ensuring that your financial records remain accurate and your daily operations run smoothly.
My goal is simple: to lighten your workload, improve financial accuracy, and deliver reliable, on-time results so you can focus on growing your business..
SERVICES I OFFER
Trust & Operating Account Management
Accounting & Bookkeeping
Certified QuickBooks and Xero ProAdvisor
Daily bookkeeping, invoicing, and expense management
Bank reconciliation, financial reporting, and journal entries
Accounts Payable & Receivable management
Payroll entries and inventory management
Administrative Support
Calendar and email management
Scheduling, follow-ups, and client coordination
Document preparation, data entry, and file organization
Process documentation and SOP creation
Real Estate & Property Management Assistance
Coordinating permits, inspections, and re-inspections
Managing escrow and insurance accounts
Preparing contracts and property documents
Communicating with contractors, landlords, and tenants
TOOLS & SOFTWARE PROFICIENCY
Accounting: QuickBooks Online | Xero | Acumatica | Finacle | Quickbooks Desktop
Productivity: Microsoft Office | Google Workspace | Outlook | Canva | Trello | Adobe Acrobat
Legal/CRM: Practice Panther |Caret Legal| Center Base | Zoho | Scribe | Appfolio | Equifax | Teranet | Sales Force
Client Industries:
Law Firm
Trust & Operating Account Management
Real-Estate / Property Management
Banking and Finance
Retails
Mortgage/Brokerage
KEY ATTRIBUTES.
Reliable & Detail-Oriented: Ensures accuracy and consistency in every task.
Analytical & Resourceful: Identifies issues early and provides practical solutions. Efficient Multitasker: Manages multiple priorities without compromising quality. Effective Communicator: Professional in written and verbal communication.
Results-Driven: Focused on accuracy, timeliness, and measurable outcomes.
Availability: I am available full-time (40 hours/week) and can work graveyard shifts to accommodate clients in different time zones.
Let’s Connect! I am ready to align my skills with your needs and deliver exceptional service. Reach out today, and let’s start collaborating to achieve your business goals!
Best Regards,
Joan