I don't just keep the books — I keep businesses running. A detail-oriented Virtual Bookkeeper and Executive VA with 10+ years of proven experience across legal, mortgage, property management, and banking industries, I deliver the financial accuracy and executive-level support that U.S.- and Canada-based attorneys and business owners can't afford to be without. I specialize in trust (IOLTA) accounting, QuickBooks Online, Xero, Clio, LawPay, and Stripe — handling everything from multi-client bookkeeping, payroll processing, and legal billing to full-cycle reconciliations and executive workflow management. Trusted to protect sensitive records, hit every deadline, and operate with complete discretion — remotely, independently, and without missing a beat
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|#Clio| Center Base | Zoho | Scribe | Appfolio | Equifax | Teranet | Sales Force |Clio
Client Industries:
#LawFirm
#Legal Services
Real-Estate / Property Management
Banking and Finance
Retailing
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
