Virtual Assistant | Bookkeeping & Admin Support | QuickBooks ProAdvisor

With over 10+ years in customer-facing roles, I have delivered exceptional service by addressing inquiries, resolving complaints, and ensuring client satisfaction. I am skilled in managing customer transactions, handling product returns, and providing accurate information on products, services, and promotions. My experience includes working in retail and convenience store operations, maintaining a friendly and professional approach, and building strong customer relationships to encourage loyalty and repeat business.

Proficient in using Microsoft Word to create, format, and edit professional documents, reports, letters, and forms. Skilled in applying styles, tables, headers/footers, and templates for consistent formatting. Experienced in inserting images, charts, and hyperlinks, as well as using mail merge for bulk communications. Capable of proofreading and ensuring document accuracy while maintaining a professional layout.

Experienced in handling various payment transactions accurately and efficiently, including cash, credit/debit cards, and online payments. Skilled in using POS systems for sales recording, invoice entry, and reconciliation. Capable of processing refunds, managing daily cash reports, and ensuring compliance with company policies. Detail-oriented and committed to maintaining accuracy, security, and customer satisfaction in all payment-related activities.

Experienced in monitoring stock levels, tracking product movement, and ensuring availability of items to meet customer demand. Skilled in conducting regular inventory counts, reconciling discrepancies, and managing overstock or out-of-stock situations. Proficient in implementing FIFO standards, processing product returns, and coordinating with suppliers for timely replenishment. Knowledgeable in POS systems, MS Excel, and inventory control procedures to maintain accurate and organized records.

Proficient in accurately entering, updating, and managing data in spreadsheets, databases, and accounting systems. Experienced in handling invoices, sales reports, inventory records, and customer information with a high level of accuracy. Skilled in using Microsoft Excel, QuickBooks Online, and other business tools to ensure organized, error-free records. Detail-oriented and committed to meeting deadlines while maintaining data integrity and confidentiality.

I have extensive experience providing administrative support in fast-paced environments. My tasks include managing schedules, organizing files, handling correspondence, processing invoices, preparing reports, and maintaining accurate records. I am proficient in Microsoft Office, POS systems, Oracle CPAY, and MS Dynamics, with basic knowledge of SAP. Known for being organized and detail-oriented, I ensure smooth daily operations and efficient workflow for teams and management.

Skilled in organizing, maintaining, and securing both digital and physical files to ensure easy access and accurate record-keeping. Experienced in creating systematic filing structures, updating records, and archiving documents in compliance with company policies. Proficient in using Microsoft Office, Google Workspace, and cloud storage tools for efficient document management. Detail-oriented, ensuring files are complete, up-to-date, and confidential.

I provide accurate and organized bookkeeping support using QuickBooks Online. My responsibilities include recording daily financial transactions, managing accounts payable and receivable, reconciling bank statements, tracking expenses, and preparing financial reports. I ensure all records are up-to-date and ready for tax preparation or financial review. With strong attention to detail and confidentiality, I help businesses maintain clean and reliable books.

Proficient in using Microsoft Excel for data entry, organization, and analysis. Skilled in creating and formatting spreadsheets, using formulas and functions for calculations, generating charts and tables, and preparing reports. Experienced in sorting, filtering, and validating data to ensure accuracy. Capable of managing inventory lists, sales reports, and financial records efficiently while maintaining data integrity.

Skilled in addressing and resolving workplace and customer conflicts in a professional and timely manner. Experienced in listening actively, identifying the root cause of issues, and implementing fair solutions that maintain positive relationships. Able to mediate between team members, handle customer complaints, and de-escalate tense situations while upholding company policies and ensuring customer satisfaction.

Proficient in using Microsoft Outlook for managing emails, calendars, and contacts. Skilled in organizing inboxes, setting rules, and flagging messages for priority handling. Experienced in scheduling meetings, sending calendar invites, and coordinating appointments. Capable of managing multiple email accounts, creating folders for efficient communication, and maintaining professional correspondence.

Experienced in creating and managing staff schedules, meeting calendars, and project timelines to ensure smooth operations. Skilled in coordinating appointments, arranging shifts, and avoiding scheduling conflicts. Proficient in using tools such as Microsoft Outlook, Google Calendar, and Excel for efficient time management. Able to balance workload distribution while meeting deadlines and organizational priorities.

Experienced in preparing and analyzing financial reports including profit and loss statements, balance sheets, and cash flow summaries. Skilled in using QuickBooks Online and Microsoft Excel to generate accurate, timely, and well-organized reports for management review. Capable of tracking expenses, monitoring budgets, and identifying trends to support informed decision-making. Detail-oriented and committed to maintaining data accuracy and compliance with reporting standards.

QuickBooks Online (Certified ProAdvisor)