Are you looking for a reliable and efficient virtual assistant bookkeeper? Stop searching and hire me!
Experience:
6 years of corporate experience (banking and finance)
What I bring to the table:
Bookkeeping and Financial Support - Proficient in recording financial transactions, bank reconciliations, invoice management and bill tracking using cloud-based software assistance like QBO and Xero and also tools like Excel and Google sheets.
CRM Management: Maintained accurate and up-to-date client records, tracked interactions, and managed lead pipelines within Salesforce.
Client Relationship Building: Provided personalized assistance throughout the loan application process, enhancing customer satisfaction and retention.
Administrative Support - skilled in managing emails and calendar with basic knowledge in graphic design.
Tools & Platforms:
Gmail, Outlook, Google Apps,
WhatsApp, Zoom, Google Meet,
Microsoft Teams, Salesforce, Talkdesk,
Xero, QBO, Canva, Capcut,
ChatGPT, Co-Pilot
Why work with me?
With a strong foundation in banking and finance, I bring precision, trust, and a passion for numbers. I'm trained in QuickBooks, Xero, and Excel—and I’m constantly leveling up to serve clients better. If you're looking for a remote bookkeeper who’s reliable, detail-driven, and growth-focused, I'm here to help keep your finances in check, so you can focus on growing your business.
Sounds like what you need? Send me a message and let’s make your finances less stressful and more strategic. I’m excited to help!
