Tools that I Use:
Microsoft Office Suite (Word, Excel, Outlook), Google Workspace (Gmail, Google Drive, Sheets, Calendar), Slack, Zoom, QuickBooks, Xero
Hi there! I’m
I aim to help clients streamline their operations by optimizing workflows, improving data accuracy, and providing actionable insights through thorough web research. By managing financial records using Xero and QuickBooks, I ensure transparency and accuracy, enabling better financial decisions. I help clients meet deadlines, reduce operational overhead, and focus on growing their business efficiently.
Here's what I can do:
Calendar Management
Schedule meetings and manage appointments
Manage calendars and reminders<8efe80624d780eba0c6493ec45140364
Organize, sort, and reply to
Research
Conduct thorough research and summarize findings in reports
Document Preparation and Management
Prepare reports and spreadsheets
Format and organize documents
Data entry and maintenance databases
Bookkeeping
Set up new accounts in QuickBooks or Xero
Review and clean up historical financial data
Record daily financial transactions (sales, purchases, expenses)
Manage accounts payable (track bills, make payments)
Manage accounts receivable (create invoices, track payments)
Reconcile bank and credit card statements
Prepare monthly profit & loss statements
Generate balance sheets and cash flow reports
Ready to get organized and boost your business productivity? Let’s work together! Reach out to me, and let’s get started today!
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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