Bookkeeper l Virtual Assistant l Customer ServiceBookkeeper l Virtual Assistant l Customer Service
Lois
ID Verified$1,200
per month
($7/hour)
Profile Description
I am a Bookkeeper with 7+ years of experience supporting US clients with their bookkeeping and accounting needs. I specialize in QuickBooks Online and am a QuickBooks Online ProAdvisor Level 1. My experience includes bank reconciliations, accounts payable and receivable, payroll, expense categorization, financial reporting, sales tax filings, and 1099 preparation support. I also have training in Profit First and US Pure Bookkeeping. I am detail-oriented, reliable, and organized, with a stron...
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Data & Analytics
E-commerce & Marketplace
Finance & Accounting
Human Resources
Virtual Assistance & Admin
Work Experience
Bookkeeper (part-time)
SK Assist
Nov 2024 - Jul 2026
Key Achievements:
- Review of transactions in QBO for 14 accounts - Monthly Reconciliation - Monthly review of General Ledger - Generate Monthly P&L and Balance Sheet - Data Entry of Orders and Expenses in a Spreadsheet, and keep track of profit - Check and update payments for Invoices
Lead Bookkeeper
The Greenbookkeeper
Mar 2020 - Jul 2026
Key Achievements:
- Payroll for several clients - Monthly Review of General Ledgers - Profit First Process (includes Bank transfers) - Keep track and Update Team Dashboard - Sales Tax Filing - 1099s Filing - Communicate with Clients - Monthly, Quarterly and Yearly Review - Monitor and review Asst. Bookkeeper’s tasks
Logistics Coordinator
Global Teck Worldwide
Nov 2021 - Mar 2022
Key Achievements:
- Analyze inventory planning data in Seller Central - Ensure that inventory is sent to Amazon FBA warehouses in a timely manner - Ensure an adequate supply of inventory is available at the main warehouse for Direct to Consumer orders and resupply of other warehouses that drop ship the products
Customer Support
Data Automation
Mar 2019 - Nov 2021
Key Achievements:
- Communication with customers about their automations and issues - Worked on Spreadsheet projects, built and maintain basic bookkeeping - Bookkeeping - review transactions, monthly reconciliation
Text Support | Leads Conversion Specialist
Exponential Referrals
Jan 2019 - Mar 2019
Key Achievements:
- Responsible for responding to texts from potential leads (GoHighlevel). - Set appointments for the leads to have a call with the Real Estate agent.
PROCESS ASSOCIATE
Thoughtfocus Inc
Jul 2017 - Dec 2018
Key Achievements:
- Processing files for mortgage verification. - Contacting creditors to verify information requested by the mortgage company.
CUSTOMER SERVICE REPRESENTATIVE (EBAY)
CONVERGYS
May 2015 - Jul 2017
Key Achievements:
- Assist members with their inquiries about open cases on their accounts and their purchases. - Assist members in creating cases and/or return requests for the items that they purchased on eBay
CUSTOMER SERVICE REPRESENTATIVE (COMCAST CHAT SUPPORT / CLIENT ESCALATIONS
CONVERGYS
Sep 2009 - Mar 2015
Key Achievements:
- Assist customers in completing their orders for cable, internet. phone services and home security. - Assist customers in resolving their technical issues with internet and phone services. - Investigate and validate client escalations and create reports for resolution. - Evaluate chats per month for escalated agents and maintain support logs. - Handle password resets and other customer support requests.
CUSTOMER SERVICE REPRESENTATIVE (SALLIE MAE)
AEGIS PEOPLE SUPPORT
Jul 2008 - Jul 2009
Key Achievements:
- Process private and federal student loan applications. - Assist customers with account and/or loan inquiries. - Process customer payments as requested by the customer or required in the process.
Quick Stats
Education
Associate's Degree
technological university of the philippines-visayas |
1998 - 2001