Insurance VA | XERO & QBO Bookkeeper

Overview

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

at $6.00/hour ($1,056.00/month)

Bachelors degree

Last Active

November 26th, 2024 (today)

Member Since

August 24th, 2018

Profile Description

EXPERTISE:
XERO, QuickBooks, Google Sheets, Microsoft Excel, Other Google & Microsoft tools, Zoom, Insurance Administration, Customer Service

Hi! I'm Upgrade to see actual info Upgrade to see actual info-Upgrade to see actual info and you can call me Tine. I'm a 30 y/o professional from the Philippines. 

Profile: Dedicated insurance administration specialist with a passion for delivering exceptional service and streamlining processes. Proficient in managing administrative tasks and fostering strong client relationships. Experienced in insurance policy processing, database management, and ensuring compliance with industry regulations. Adaptable and detail-oriented, with eagerness to always learn new skills.

I can also assist with setting up XERO/QuickBooks, cleaning up your books, catching up on bookkeeping tasks, and preparing monthly reports. Let's team up to keep your business finances in great shape! 

Take a peak of how can I help you:
- Admin Tasks
- Email  Support
- Client Relationship Management
- Customer/Client Service
- Insurance processing
- Database Management
- Calendar Management
- Basic Video Editing
- Generate leads
- Setting up XERO or QuickBooks 
- Clean-up bookkeeping 
- Catch-up bookkeeping 

VA Skills:
- Sales 
- Insurance Administration
- Policy Processing
- Database Management
- Client Relationship Management
- Customer/Client Service
- Administrative Support
- Attention to Detail
- Calendar Management
- Email Management
- Communication Skills

Bookkeeping Skills:
SET UP AND/OR MAINTENANCE of XERO & QBO FILES including:
- Setting up bank accounts
- Customized chart of accounts
- Upload historical transactions from bank data
- Assistance with setup of any bank feeds
- Assistance with setup of any necessary third-party integration tools

MONTHLY BOOKKEEPING including but not limited to the following:
- Record cash receipts/income from your bank deposits
- Record cash disbursements/expenses from your bank transactions
- Record interbank transfers
- Record any adjusting entries needed
- Reconcile bank transactions and credit cards to statements
- Reconcile other balance sheet accounts to underlying records
- Creating bills, sales invoices, Credit Notes, Purchase orders, etc.

MONTHLY FINANCIAL REPORTING including:
- Balance Sheet
- Profit & Loss Statement
- Month-to-month comparisons whenever applicable

SOFTWARES:
- XERO
- QuickBooks
- Google Sheets
- Microsoft Excel
- File conversion tools
- Google & Microsoft Tools
- Camscanner
- Slack
- ChatGPT
- Zoom

I am dedicated to supporting the growth of your business and financial health by providing accurate and efficient bookkeeping & administrative services remotely. 

Let's team up to ensure your business are in perfect order!