8+ Yrs Virtual Assistant & Bookkeeper for Startups & Executives | QuickBooks, Xe

Overview

Looking for full-time work (8 hours/day)

at $13.65/hour ($2,640.00/month)

Associates degree

Last Active

July 15th, 2026 (4 days ago)

Member Since

May 18th, 2020

Profile Description

Looking for someone you can trust to support your business - HIRE ME

- Executive & Ops Support
- Bookkeeper & Admin Support
- Project Management & Agile

What I can do for you

Executive and Operations Support
- Supporting CEO, CTO, CRO and Executives or Leaders in a daily basis, managing an extremely active calendar of appointments; completing expense reports; arranging complex and detailed travel plans, itineraries and agendas; and compiling documents for all meetings
- Determine priorities while dealing with conflicting deadlines in a fast-paced environment
- Assist in the coordination and preparation of presentations or events involving external venues, or internal meeting room setup, equipment, catering, etc.

Bookkeeper & Admin Support
- Daily check to the accounting system dashboard and categorize transactions
- Ensure transactions are correctly assigned to job categories
- Keep financial records updated to prevent month-end backlogs
- Reconcile bank accounts and multiple credit cards
- Investigate discrepancies and ensure financial data accuracy
- Maintain clean and reliable books for monthly financial reporting
- Generate monthly financial reports in QuickBooks, including: Profit & Loss (P&L) and Balance Sheet
- Communicate directly with the vendor or customer to gather missing information
- Resolve day-to-day accounting questions and clarify financial details
- Maintain professional email communication with with the vendor or customer when needed
- Sending payroll payments for tea ---------- mbers

Project Management & Agile
- Supporting CTO and Scrum Master with sprint planning, daily standups, and retrospectives
- Coordinated resources, tasks, and priorities across cross-functional teams
- Generated weekly and monthly reports on progress and KPIs
- Tracked Jira tickets, story points, and sprint velocity
- Ensured tasks were executed on time and according to estimates
- Creating documents to Confluence

Familiarized tools
- Accounting software: QuickBooks Online, Xero, MYOB and Wave
- Project management: Atlassian Jira and Confluence
- Communication: Gmail, Outlook, Slack, Zoom and Google meet
- Productivity: Google workspace and Microsoft 365

Why Clients Work With Me
- Organized, detail-oriented, and proactive
- Experienced with fast-paced startup environments
- Strong documentation and reporting skills
- Clear communication and reliable follow-through
- Comfortable supporting executives and cross-functional teams

Message me to discuss your challenges and how I can support your business

Best regards,
Lorena