Virtual Bookkeeper and Assistant
Industry:Call Center / IT-Enabled Services / BPOEmployment Period:March 2021 to August 2021 (5 Months)Duties and Responsibilities:
- Sets up and manages business XERO and QuickBooks Online accounting software
- A/P & A/R Management
- Provides documents with all reports for month end
- Invoicing
- Adjusting entry
- Bank Reconciliation and Inventory Management
- Social Media Management and Email Management
Account Receivable Specialist / Account Specialist
Industry:Call Center / IT-Enabled Services / BPOEmployment Period:May 2021 to October 2021 (5 Months)Duties and Responsibilities:Account Receivable Specialist || August 2021 – October 2021
- Chart of Accounts set-up
- A/P & A/R Management
- Provids documents with all reports for month end
- Accrual Sheet coding to appropriate accounts
- Payroll
- Invoicing
- Adjusting entry
- Bank Reconciliation
- Managing Quickbooks Online Application
Account Specialist || May 2021 – August 2021
- Chart of Accounts set-up
- A/P & A/R Management
- Provids documents with all reports for month end
- Accrual Sheet coding to appropriate accounts
- Payroll
- Invoicing
- Adjusting entry
Virtual Bookkeeper and Assistant
Industry:Call Center / IT-Enabled Services / BPOEmployment Period:May 2019 to August 2022 (39 Months)Duties and Responsibilities:
- Sets up and manages business XERO accounting software
- Imports Chart of Accounts, Vendor List, Customers List, Invoices, Billings, Expenses, and Products offered in XERO Accounting Software.
- Uploads List of Employees in XERO Accounting Software
- Experience with Australian, American, British, Canadian and Singaporean client
- Bank Reconciliation
- Provides documents with all reports for month end
- Bank feeds verification
- Accounts Receivable and Accounts Payable Management
- Handles Business-to-Business (B2B) transactions
- E-commerce, Construction and Cleaning business bookkeeping
- Financial Accounting
- Inventory Management
- Produces timely and reliable financial reports
- Data entry and administrative task
- Assists with the preparation of the monthly stocktake - Sync transactions with NetSuite
- Sync transactions with NetSuite
- Provides regular sales updates to management
- Ensures that company purchases are reconciled with invoices
- Prepares appropriate inventory adjustments for stock.
- Payroll and Invoicing
- Setting up XERO and QuickBooks accounting software
- Audit Walkthrough
- Website and Application Development
- Social Media Management
- Graphic Designer and Video editing
- Email Management and Appointment Setter
- Logo Editing and Content Creating
- Assist in preparing United Tax Reports
Virtual Assistant - Manager / Accounting
Industry:Advertising / Marketing / Promotion / PREmployment Period:March 2021 to August 2021 (5 Months)Duties and Responsibilities:Virtual Assistant - Manager || August 2021 – Present
- Updates Club Investment dashboard
- Fill out documents needed for investing (E.g. W8-Ben, Investment Club Agreement, etc.)
- Data Entry and Dashboard editing in Excel
- Funnel Management, YouTube Shorts, Data Entry, Social Media Management and Email Marketing
- Admin Assistant and Bookkeeper
- YouTube Management
- Video Editor
- Delegation of tasks to co-virtual assistants
Virtual Assistant – Accounting || March 2021 – August 2021
- Updates Club Investment dashboard
- Fill out documents needed for investing (E.g. W8-Ben, Investment Club Agreement, etc.)
- Data Entry and Dashboard editing in Excel
- Funnel Management, YouTube Shorts, Data Entry, Social Media Management and Email Marketing
- Admin Assistant and Bookkeeper
- YouTube Management
- Video Editor