With 5 years of experience in bookkeeping and administrative roles, I am a highly motivated Virtual Assistant committed to helping businesses thrive. I combine my expertise with meticulous attention to detail, organizational skills, and a passion for delivering exceptional results.
Bookkeeping Expertise
I specialize in streamlining financial processes to keep your business running smoothly:
*Accounts Receivable (AR): Customer setup, invoicing, payment recording, addressing discrepancies with credit memos or refunds, and sending invoices via
*Accounts Payable (AP): Vendor setup, bill entry, bill payments, and ensuring payments are recorded in QuickBooks.
*Reports: Generating Aging Reports, monitoring overdue invoices, tracking expenses, and analyzing financial data using QuickBooks reports.
*Chart of Accounts: Categorizing accounts for accurate financial tracking.
*Reconciliation: Ensuring accounts (AR, AP, and bank statements) are regularly reconciled with the general ledger.
Payroll Management
Let me simplify your payroll processes:
*Setup and Employee Management: Configuring payroll schedules, entering employee details, and creating paychecks with direct deposit.
*Tax Filing: Handling quarterly and annual tax filing, eFiling, and ePaying tax liabilities.
*Reports and Adjustments: Generating payroll summaries, liabilities, and tax reports, including liability adjustments.
Administrative Support
Stay focused on growing your business while I handle the details:
*Calendar Coordination: Scheduling meetings, managing appointments, and sending reminders to avoid double bookings.
*Data Entry and Research: Accurate data entry and detailed research to support decision-making.
*Content Creation: Designing visually appealing graphics, writing engaging captions, and creating content calendars for social media.
*Customer Support: Providing friendly and efficient responses to ensure client satisfaction.
QuickBooks Troubleshooting
Experienced in resolving QuickBooks Desktop issues, including:
*Setting up multi-user environments.
*Troubleshooting company file access issues.
*Migrating QuickBooks Desktop to QuickBooks Online.
*Configuring online backups and managing user accounts.
Why Work with Me?
I am organized, detail-oriented, and driven by a commitment to excellence. I approach every task with enthusiasm and strive to exceed expectations. Whether you need someone to streamline your bookkeeping, manage payroll, or handle administrative tasks, I’m here to help.
Let’s connect and discuss how I can contribute to your success!
Experience: 5 - 10 years
My work includes: ✅ AR - customer setup, create invoice, record payments (received payments), Send invoices via email or print and mail them. Address discrepancies with credit memos or refunds as needed. ✅ AP - vendor setup, enter bills, pay bills, ensure payments are recorded in QuickBooks after processing. ✅ Reports - generate Aging Reports and follow up on overdue invoices, use Reports, Customers & Receivables for insights on aging and sales. Track expenses, use Reports, Vendors & Payables to monitor unpaid bills and cash flow. ✅ Chart of accounts - categorize accounts ✅ Reconciliation - Regularly reconcile accounts receivable and accounts payable with bank statements and the general ledger. For Payroll includes: ✅ Payroll setup - Enter company information, pay schedules, and employee details. ✅ Employee setup, pay employees, create paycheck, and through direct deposit. ✅ Send invite to employees for viewing paycheck through workforce website. ✅ Track Time (if applicable) - Use Weekly Timesheets for hourly employees or import time data if needed. ✅ Add payroll items such as garnishment, 401k, state tax, and etc. ✅ eFile and ePay for tax payment and tax filing - doing quarterly and annually filing and pay liabilities. ✅ Generate Reports - review payroll summaries, liabilities, and tax reports for discrepancies - liability adjustment,
Experience: 5 - 10 years
Experience: 5 - 10 years
“I had this VA that I could turn things over to made it a lot easier”
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