Excellent in Bookkeeping/Virtual Assistant/Data Entry

*Preparing and analyzing financial statements. *Manage accounts payable and accounts receivable functions, ensuring accuracy and timeliness in processing invoices and payments. *Reconcile bank statements and general ledger accounts on a monthly basis. *Assist in budget preparation and monitoring of financial performance by comparing and analyzing actual results with budgets and forecasts. *Conduct month-end and year-end close processes, including journal entries and accruals. *Support external audits by providing necessary information and explanations. *Assist with tax preparation and filing activities. *Identify and implement process improvements to enhance efficiency and accuracy of financial reporting.

*Recording financial transactions, updating statements, and ensuring accuracy. *Managing invoices and payments and tracking expenses. *Generating balance sheets, income statements, and other financial reports. *Processing Payroll by ensuring timely and accurate payment to employees. *Reconciling Bank Statements by ensuring all transactions are accurately recorded and balanced.

*Managing emails, scheduling appointments, and maintaining calendars. *Data entry and database management (e.g., updating client information). *Handling phone calls and inquiries. *Creating and scheduling social media posts. *Drafting and sending newsletters or email campaigns. *Managing online listings and ensuring they are up to date.

*Conducting product demonstrations and training sessions for clients and internal teams on Xero’s accounting software. *Providing technical support and troubleshooting assistance to customers using Xero’s platform. *Assisting with the implementation and customization of Xero’s software to meet client needs. *Collaborating with cross-functional teams to improve product features and customer experience. *Keeping abreast of updates and new features in Xero’s software to effectively support users.

*Conducting training sessions for clients and internal staff on how to effectively use QuickBooks accounting software. *Providing technical support and troubleshooting assistance to clients using QuickBooks. *Assisting with the setup, implementation, and customization of QuickBooks software to meet client needs. *Collaborating with cross-functional teams to enhance features and functionality of QuickBooks.

*Researching and identifying potential clients and key decision-makers within targeted industries. *Generating leads and setting up appointments through outbound cold calling, email campaigns, and social media outreach. *Developing and maintaining a pipeline of leads through CRM software (Customer Relationship Management). *Collaborating with marketing and sales teams to optimize lead quality and conversion rates. *Providing regular reports and updates on lead generation activities and outcomes.

*Responding to customer inquiries and providing information about products/services. *Resolving customer issues and complaints efficiently and professionally. *Troubleshooting technical problems and escalating issues as needed. *Documenting customer interactions and maintaining accurate records using CRM software. *Collaborating with other member to improve overall customer experience.

*Processing payroll for employees accurately and timely, including calculation of wages, bonuses, commissions, and deductions. *Maintaining payroll records and employee data, ensuring confidentiality and accuracy. *Reconciling payroll accounts and addressing discrepancies as needed. *Generating payroll reports and preparing payroll-related tax filings. *Assisting with payroll audits and compliance reviews.

*Developing marketing strategies and campaigns to drive customer acquisition, engagement, and retention. *Creating content for various marketing channels, including social media, email newsletters, blogs, and website. *Managing and optimizing digital marketing campaigns like PPC, SEO, SEM to increase traffic and conversions

*Creating and managing Facebook ad campaigns from start to finish, including audience targeting, ad creative development, and budget management. *Monitoring campaign performance and analyzing key metrics to optimize performance and ROI. *Staying updated with Facebook advertising best practices, algorithms, and industry trends. *Collaborating with the marketing team to align Facebook ad campaigns with overall marketing strategies and goals.

*Developing and implementing inventory management strategies to optimize inventory levels and minimize stockouts and overstock situations. *Monitoring inventory levels and conducting regular inventory audits to ensure accuracy. *Coordinating with purchasing and logistics teams to forecast inventory needs and maintain adequate stock levels. *Analyzing inventory data and trends to identify opportunities for process improvement and cost reduction.

*Generating invoices and preparing billing statements for customers accurately and on time. *Verifying billing data and reconciling accounts receivable records. *Communicating with customers to resolve billing inquiries and disputes. *Collaborating with sales and account management teams to ensure billing accuracy and customer satisfaction. *Monitoring and analyzing accounts receivable aging reports and following up on overdue accounts.