Jason

Shopify VA| Bookkeeper| Data entry | General Accountant |CSR

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Overview

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

at $5.00/hour ($880.00/month)

Bachelors degree

Last Active

September 2nd, 2024 (5 days ago)

Member Since

June 9th, 2020

Profile Description

I am a virtual assistant seeking a new opportunity with an established company. As an experienced Accounting Assistant with a strong background in customer service and a degree in Business Management, I am eager to contribute my skills and expertise. I am available for both full-time and part-time positions.Tools:Microsoft Office (Excel, PowerPoint, Outlook)QuickBooks (Accounting software)Yardi (Accounting Software)Google Drive and OneDriveFinance and Administrative Skills:Update accounting records, such as the Cash Receipt Book (CRB) schedulePrepare and generate bills/invoices for sales or services rendered to owners and tenantsPost customer payments by entering them into accounting softwareCollect on accounts by sending bill reminders and communicating with customers via phone, email, fax, or mailReconcile the cash receipt book to ensure all payments are accounted for and properly postedCheck for discrepancies by reconciling bills, sales receipts, and bank deposit recordsHandle and resolve billing concerns from unit owners and tenants by examining customer payments and payment historiesCollect payments from unit owners and tenantsPrepare monthly accounts receivable reports detailing paid and unpaid accountsPrepare monthly accounts payable reports detailing paid and unpaid accountsPerform bank reconciliationCustomer Service Skills:Provide technical support to processes and actively resolve client issues directly or through timely escalationManage transactions as per required quality standardsField all incoming help requests from clients via telephone or email in a courteous mannerDocument all pertinent end-user information, including name, department, contact information, and nature of the problem or issueRecord, track, and document all queries received, problem-solving steps taken, and successful resolutionsFollow standard processes and procedures to resolve all client queriesResolve client queries as per the SLA defined in the contractAccess and maintain internal knowledge bases, resources, and FAQs to aid in effective problem resolutionIdentify and learn appropriate product details to facilitate better client interaction and troubleshootingMaintain and update self-help documents for customers to speed up resolution timeIdentify red flags and escalate serious client issues to team leaders for timely resolutionEnsure all product information and disclosures are given to clients before and after calls or email requestsDeliver excellent customer service through effective diagnosis and troubleshooting of client queriesProvide product support and resolutions by performing question diagnosis while guiding users through step-by-step solutionsAssist clients with navigating product menus and facilitate a better understanding of product featuresTroubleshoot client queries in a user-friendly, courteous, and professional mannerAccurately process and record all incoming calls and emails using designated tracking softwareI look forward to the opportunity to demonstrate my abilities and contribute to your team.<button class="rounded-lg text-token-text-secondary hover:bg-token-main-surface-secondary"><svg xmlns="Upgrade to see actual info" width="24" height="24" fill="none" viewBox="0 0 24 24" class="icon-md-heavy"></svg></button><button class="rounded-lg text-token-text-secondary hover:bg-token-main-surface-secondary"><svg xmlns="Upgrade to see actual info" width="24" height="24" fill="none" viewBox="0 0 24 24" class="icon-md-heavy"></svg></button><button class="rounded-lg text-token-text-secondary hover:bg-token-main-surface-secondary"><svg xmlns="Upgrade to see actual info" width="24" height="24" fill="none" viewBox="0 0 24 24" class="icon-md-heavy"></svg></button><button class="rounded-lg text-token-text-secondary hover:bg-token-main-surface-secondary"><svg xmlns="Upgrade to see actual info" width="24" height="24" fill="none" viewBox="0 0 24 24" class="icon-md-heavy"></svg></button><button type="button" id="radix-:r54:" aria-haspopup="menu" aria-expanded="false" data-state="closed" class="cursor-pointer rounded-md px-1 text-token-text-secondary h-[30px] hover:bg-token-main-surface-secondary"><svg xmlns="Upgrade to see actual info" width="24" height="24" fill="none" viewBox="0 0 24 24"></svg></button>

Top Skills

Accounting » Quickbooks

Experience: 6 months - 1 year

-Maintain and reconcile financial records using QuickBooks, including accounts payable, accounts receivable, and general ledger entries. -Process and record financial transactions accurately and promptly. -Generate financial reports, including profit and loss statements, balance sheets, and cash flow statements. -Prepare and file monthly, quarterly, and annual tax returns. -Monitor and manage accounts payable and accounts receivable to ensure timely payments and collections. -Assist in budget preparation and financial forecasting. -Reconcile bank and credit card statements. Collaborate with the financial team to ensure compliance with accounting policies and procedures. -Keep abreast of changes in accounting regulations and standards. -Perform other related duties as assigned.

Accounting » Bookkeeping

Experience: 6 months - 1 year

-Accurate Data Entry -Attention to Details -Organizational Skills -Software Proficiency -Analytical Skills -Financial Knowledge

Office and Administration » Data Entry

Other Skills

Customer Support » Customer Service

Experience: 6 months - 1 year

Basic Information

Age
29
Gender
Male
Website
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Address
Cuyapo, Nueva Ecija
Tests Taken
IQ
Score:  125
English
C1(Advanced)
Uploaded ID
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