Bookkeeper | Virtual AssistantBookkeeper | Virtual Assistant

Key Achievements:

• Managed day-to-day bookkeeping activities using QuickBooks Online. • Recorded, categorized, and maintained accurate financial transactions, including expenses, receipts, and income. • Processed accounts payable and accounts receivable and performed bank and credit card reconciliations to maintain accurate financial records. • Assisted in preparing financial reports and supporting month-end closing activities for audit readiness. • Track contractors and vendors payable. • Process monthly and quarterly taxes.

Key Achievements:

• Assisted business owners with bookkeeping workflows, payroll processing, banking, invoicing, expense management, and financial reporting. • Guided customers through bank reconciliations, account setup, and troubleshooting accounting-related concerns. • Delivered exceptional customer service through phone and chat support while consistently meeting quality and productivity metrics. • Educated customers on QuickBooks features and accounting best practices to improve operational efficiency. • Selected as Sales Champion based on consistent performance and leadership. • Managed daily sales data entry and maintained accurate sales records for the team. • Created Excel dashboards and reports tracking daily, weekly, and monthly sales performance. • Assisted agents through coaching and data-driven recommendations to improve sales performance.

Key Achievements:

• Delivered exceptional customer service by assisting members with healthcare benefits, claims, eligibility, and account inquiries. • Explained complex healthcare policies and procedures in a clear and customer-friendly manner. • Maintained accurate documentation of customer interactions while adhering to HIPAA and company confidentiality standards. • Achieved quality assurance and productivity goals while managing high call volumes in a fast-paced environment.

Key Achievements:

• Assisted customers with inquiries regarding orders, payments, deliveries, and account-related concerns through phone support. • Resolved customer issues efficiently by identifying appropriate solutions and ensuring timely follow-up. • Maintained accurate customer records and documented interactions in accordance with company policies. • Delivered exceptional customer service by providing clear communication and timely issue resolution.