A highly detail-oriented professional with over 10 years of accounting and bookkeeping experience, specializing in QuickBooks Online and NetSuite. I help business owners maintain accurate financial records, handle bank reconciliations, Accounts Payable & Receivable, financial reporting. and day to day bookkeeping. Also experienced in providing administrative and virtual assistant support when needed.
I SPECIALIZE IN
Bookkeeping & Accounting:
• Bookkeeping
• Accounting
• QuickBooks Online
• NetSuite
• Bank Reconciliation
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Financial Reporting
• Accounting Cleanup
• Accounting VA
• Bookkeeping VA
• Data Entry
• Admin Support
Administrative & VA Support:
• CRM Management
• Email Management
• Email Marketing
• Calendar Management
• Data Entry
• Meeting Notes & Task Tracking
• Client Outreach (LinkedIn, Facebook, Instagram)
• Social Media Management
• Graphic Design (Emails, Newsletters, Social Media)
• Basic Video Editing
BOOKKEEPING & ACCOUNTING TASKS I CAN HELP WITH
• Managed daily, weekly, and monthly bookkeeping
• Recorded invoices, bills, payments, deposits, and petty cash
• Performed bank and credit card reconciliations
• Handled accounts payable (AP) and accounts receivable (AR)
• Generated and issued client invoices
• Tracked invoice payments and followed up on overdue accounts
• Maintained accurate records of sales and billing transactions
• Tracked payments, collections, and outstanding balances
• Maintained organized financial records and ledgers
• Prepared journal entries and posted transactions
• Generated reports such as P&L, Balance Sheet, & Cash Flow
• Monitored budgets, expenses, and cash flow
• Assisted in tax preparation and audit support
• Reviewed and reconciled vendor and customer accounts
• Maintained compliance with accounting policies and internal controls
• Optimized bookkeeping workflows for efficiency and accuracy
ADMIN, VA & MARKETING EXPERIENCE
• Managed calendars and scheduled meetings
• Handled emails and replied to leads promptly
• Coordinated appointments and reminders
• Maintained CRM records for leads and clients
• Handled incoming leads and follow-ups
• Took meeting notes and tracked action items
• Monitored monthly sales, leads, and opportunities
• Managed email campaigns and newsletters
• Conducted client outreach via LinkedIn and Instagram
• Managed social media accounts and created content
• Designed graphics and edited basic videos
• Reviewed loan applications for accuracy
• Ensured compliance with funding policies
• Assisted clients with application follow-ups
• Maintained accurate loan records
• Assisted with admin, reporting, and documentation
• Organized files and client records in cloud systems
• Streamlined admin processes and handled confidential info
TOOLS & SOFTWARE I AM PROFICIENT WITH
• QuickBooks Online
• NetSuite
• Google Workspace (Docs, Sheets, Drive)
• Microsoft Excel
• CRM Systems: GoHighLevel, Follow Up Boss, Pipedrive
• Slack, Zoom, Email
• Canva, CapCut
• Instantly, MailChimp
• Calendly
• Notion, ClickUp, Asana
AVAILABILITY & RATE
• Full-time (40 hrs/week) or Part-time (20–30 hrs/week)
• Focused on US clients (availability aligned with US time zones – Eastern, Central, Mountain, Pacific)
• Asking rate: $5–7 USD/hour (negotiable)
PROFESSIONAL BACKGROUND:
• Bachelor’s Degree holder in Business Administration major in Financial Management
• Licensed Professional Teacher
• Certified in QuickBooks
• Christian, faith-driven professional, disciple, and leader
Send me a message to get started!
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