TRAININGS AND CERTIFICATIONS:
US Bookkeeper Training
Conducted by: Sync2VA
Month: January
Gained in-depth knowledge of QuickBooks and its features, enabling efficient management of bookkeeping tasks. Hands-on experience with QuickBooks including, setting up customers and vendors, creating products and services, invoices, sales receipts, and managing expenses. Processing bills, bill payments, and invoice payments. Recording checks, deposits, and transfers. Creating journal entries and categorizing transactions. Performing account reconciliations, generating financial statements such as balance sheets and profit & loss reports. Successfully completed all activities and exercises provided during the seminar and acquired a certification.
WORK EXPERIENCE:
Lead Generation Support/Personal Assistant
• Proactively reach out to
potential leads through social media platforms (such as
Facebook and
-----------)
and GHL, engaging with prospects via comments, direct messages, and content
interactions.
• Qualify leads by assessing their interest and suitability based on predefined criteria.
• Accurately perform data entry by recording prospect information into Google Sheets and the
DaSystem.co CRM.
• Acted as a liaison between the client and company owner to facilitate smooth communication.
• Ensured timely updates of required files and spreadsheets, and communicated key information to the client.
• Prepared and delivered comprehensive weekly and monthly reports.
• Handled day-to-day administrative support tasks, including
email correspondence, appointments, and task follow-ups.
• Assisted in prioritizing tasks and projects to support the company owner's goals and deadlines
Administrative Assistant (Office-based)
• Coordinate internal communications.
• Perform data entry and maintain records with a high degree of accuracy.
• Maintain personnel records, track attendance, and manage employee performance evaluations as needed.
• Manage company's
Facebook page.
• Assist with the recruitment process.
• Handle ad hoc tasks as required.
IT Technical Support
• Use of essential Google Workspace and Remote Desktop Applications.
• Troubleshooting and cleaning of computers, peripherals, networks, and software applications
• Perform log in and out of units
• Reporting Technical Issues
• Configuring and maintaining systems and installing updates
