Operations & Accounting Virtual Assistant | QuickBooks | FieldRoutes | Admin Support

Proactive and detail-oriented Virtual Assistant with experience in operations support, bookkeeping, and administrative work.

I help business owners stay organized by supporting daily operations, managing financial records, and handling administrative tasks. I am comfortable working with business systems, CRM tools, and accounting software to keep operations running smoothly.

I am reliable, organized, and quick to learn new tools and processes.

Accounting & QuickBooks Support

I assist with bookkeeping and accounting tasks to ensure financial records are accurate and up to date.

Tasks I can handle include:
• QuickBooks Online transaction categorization
• Bank and credit card reconciliation
• Bank feed review and cleanup
• Creating and managing bank rules
• Setting up customer and vendor profiles
• Uploading and organizing receipts
• Reviewing uncategorized transactions
• Accounts receivable support
• Generating financial reports such as: Balance Sheet, Profit & Loss (P&L), Trial Balance

Accounting tools I use:
• QuickBooks Online
• Microsoft Dynamics GP 2018
• Microsoft Excel
• Microsoft Word
• Adobe Acrobat
• Expensify
• Papersave (Accounts Payable)

Operations & CRM Support

I support daily business operations and help maintain organized systems.

Tasks include:
• CRM management and customer profile updates
• Scheduling and calendar coordination
• Customer record maintenance
• Data entry and record organization
• Process documentation and SOP creation
• Operations workflow support

Systems I have experience with:
• FieldRoutes
• ----------- CRM
• Shopify
• Payment gateways such as Cybersource, MIGS, and Paysafe

Administrative Support
• Email management
• Administrative assistance
• Data entry
• Document organization
• Customer communication support

Tools I use:
• Microsoft Excel
• Google Sheets
• Microsoft Access
• SharePoint
• OneDrive
• Dropbox

Marketing Support (Basic)

I can also assist with basic marketing and social media tasks.

• Canva
• Hootsuite
• WordPress
• Wondershare Filmora
• Instagram
• Facebook

Availability
I am currently available for part-time or project-based work related to:
• Virtual assistant work
• Operations support
• Bookkeeping and accounting assistance
• Administrative support

I am committed to helping businesses stay organized, efficient, and productive.