Your Trusted Bookkeeper/Customer Service Pro

Overview

Looking for full-time work (8 hours/day)

at $5.00/hour ($880.00/month)

Bachelors degree

Last Active

November 5th, 2024 (today)

Member Since

August 7th, 2024

Profile Description

Expertise: XERO, QuickBooks, Google Workspace, Microsoft 365, Salesforce, Canva

I help entrepreneurs manage their finances efficiently and improve client satisfaction by combining expert bookkeeping and exceptional service quality.

I am a results-driven professional with years of customer service expertise and bookkeeping experience. My extensive background in customer service has equipped me with exceptional communication, organizational, and multitasking abilities. In my bookkeeping role, I have gained valuable experience in financial data management, account reconciliation, and financial reporting. I am passionate about using my diverse skill set to support your organization’s financial and customer service goals.

I have had the privilege of working with The Bank of the Philippine Islands, one of the leading banks in the Philippines, I have developed a strong foundation in financial services. I also have substantial hands-on experience with Xero and QuickBooks software, which complements my financial acumen.

Here's what I can do:

Daily Bookkeeping tasks:
- Recording all financial and bank transactions, including sales, purchases, receipts, and payments
- Review and categorize bank transactions to ensure accurate financial reporting
- Perform bank reconciliations to ensure all transactions are recorded and match bank statements

Setup and/or Maintenance of Xero and QuickBooks file including:
- Build and customize company details
- Create and organize chart of accounts according to business needs
- Adding bank accounts in financial software

Monthly financial reporting including:
- Balance Sheet
- Profit and Loss


Customer Service tasks including:
- Providing competent, caring, fast and accurate service to client's banking needs
- Effectively managed client portfolios and offered financial advice regarding investments and savings
- Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance
- Assigned as custodian in balancing cash and accountable forms daily
- Handling cash/check deposits, withdrawals, payments, and auxiliary transactions 
- Performs cross-selling to a defined list of customers and leads from CRM 
- Contributed to achieving branch financial targets in deposits, loans, and revenue


Here's some software that I have been using:
XERO
QUICKBOOKS
GOOGLE WORKSPACE
MICROSOFT 365
SALESFORCE
CANVA 
ZOOM 
SLACK 
TRELLO