Current Employment Status:
Hired Part Time on Apr 19, 2024
Hired Part Time on Feb 21, 2025
Hi there! I’m
Bookkeeper by Day, Executive Assistant by… Also Day!
Numbers don’t scare me—messy books do! As a Bookkeeper & Executive Assistant, I specialize in turning financial chaos into clean, organized records and making sure executives don’t miss a meeting (or their coffee). With over eight years in banking and more than a year of virtual bookkeeping and administrative support, I help businesses stay financially sound, efficient, and stress-free.
Key Services:
* QuickBooks Online Setup & Management
* Bank & Credit Card Reconciliations
* Accounts Payable & Receivable Processing
* Cash Flow Analysis & Expense Tracking
* Invoicing & Cashbook Accounting
* Payroll Processing & Year-End/Month-End Journal Entries
* Financial Record-Keeping & Compliance
*
* Meeting Coordination & Documentation
Fluent in QuickBooks Online, Xero, YNAB, Asana, Trello, Microsoft Office, and Google Suite, I work with U.S. clients to keep their businesses running smoothly. My goal? To make financial management easier, one spreadsheet at a time—while keeping things light and stress-free!
Work Experience
Document Masters, LLC.
* Executive Assistant / Bookkeeper (April 22, 2024 – Present)
-Reconcile accounts and ensure accuracy in financial records.
-Maintain precise data entry in QuickBooks Online for financial management.
-Track expenses, categorize transactions, and resolve discrepancies for accurate reporting.
-Create invoices and manage accounts receivable.-Handle
-Attend meetings, take notes, and ensure follow-ups are completed.
Virtual Bookkeeper / Virtual Assistant
* December 17, 2023 – February 3, 2024
-Performed account reconciliations and maintained accurate financial records.
-Managed bookkeeping tasks, ensuring compliance with financial standards.
-Organized file management for smooth document retrieval and record-keeping.
-Handled
-Resolved client issues and provided timely solutions.
Producers Savings Bank Corporation
* Teller / Branch Cashier / Bookkeeper (January 1, 2016 – July 15, 2023)
-Conducted bank reconciliations, ensuring accuracy in financial records.
-Managed accounts payable and receivable, streamlining payment processes.
-Ensured compliance with financial regulations and company policies.
-Handled cash operations and reconciliation, minimizing discrepancies.
-Maintained financial documentation and record-keeping for audits.
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 5 - 10 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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