Charmaine

A+ Bookkeeper | QBO Xero Expert | Clean Up CatchUp

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Overview

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

at $11.60/hour ($2,041.60/month)

Bachelors degree

Last Active

February 14th, 2025 (6 days ago)

Member Since

August 24th, 2023

Profile Description

Too Busy for Your Books? Let me handle them!
- 11 Years of Expertise in Finance & Admin
- Detail-Oriented & Dependable – My clients can vouch for me!
- Certified in Xero, QuickBooks, Gusto, and More..

Here’s a couple of client raves about my work!

"...Thanks to Charm, our books are always in order and accurate. Her attention to detail is top-notch."
"...Since you started, you've been an incredible help and have shown exemplary attitude. Your dedication and work ethic make you truly invaluable to the company, qualities that only a few possess."
"...The combination of competency and proactiveness makes her irreplaceable."

If that’s not enough to WIN YOU OVER and prove that YOUR SEARCH ENDS HERE, WITH ME.. 

I’ve put a list of the EGGS TO APPLE SERVICES that clients frequently turn to me for because I value your time, and I want to make things easy for you.

ACCOUNTING & BOOKKEEPING
-Meticulous tracking of financial transactions to maintain an
orderly financial database.
MONTHLY FINANCIAL REPORTING
- Timely delivery of financial reports, giving you a clear monthly snapshot of your business's financial health.

BANK AND CREDIT CARD RECONCILIATION (CLEAN UP/CATCH UP)
- Thorough reconciliation services to ensure all accounts are current and accurate, providing you with peace of mind and clarity on your financial status.

ACCOUNTS PAYABLE & RECEIVABLE MANAGEMENT
- Efficient handling of incoming and outgoing funds to optimize cash flow and maintain strong vendor and customer relationships.

QUICKBOOKS ONLINE OR XERO SETUP/MIGRATION
- Expert configuration of accounting systems tailored to your business needs for streamlined financial operation.

VIRTUAL ASSISTANCE
- Seamless management of emails, calendars, and data entry to keep your operations running smoothly and efficiently. Stay organized while I handle the details.

TOOLS/APPS

ACCOUNTING TOOLS
Xero, QuickBooks, SaasAnt, Upgrade to see actual info, Gusto Payroll, Fathom, Hubdoc, GDrive

BANK, CREDIT CARD ACCOUNTS & PAYMENT GATEWAYS
AmEx, Paypal, Wise, Stripe

ADMIN TOOLS
Google Workspace, Google Sheet, Microsoft Office Suite, Docs, Slide, Gmail, Drive

COMMUNICATION TOOLS
Slack, Teams, Skype, WhatsApp, Telegram

VIDEO COMMUNICATION PLATFORMS
Zoom, Loom, Calendly

MISCELLANEOUS
Canva, ChatGPT, Lastpass, Trello

If you're ready to team up for success, here are the next
steps:
Send me a personalized message

 PS. You're losing time not delagating all the stuff i can do for you.  *wink
 

Talk Soon,
Upgrade to see actual info

Top Skills

Experience: 2 - 5 years

Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts

Experience: 2 - 5 years

Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts

Experience: 2 - 5 years

Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts

Other Skills

Experience: 5 - 10 years

With my 9 years experience in the banking industry I have accurately and ethically manage financial transactions, analyze financial data and generate financial reports

Experience: 5 - 10 years

Experience: 5 - 10 years

Working in a bank as a Marketing Assistant, we used Microsoft Outlook to communicate with different branches. This helped me to organize our inbox, check, sort and reply to urgent client's need and organize emails for optimal productivity.

Experience: 2 - 5 years

Bank and Credit Card Monthly Reconciliation, Clean Up Books.

Experience: 2 - 5 years

I have used this application for our account opening

Experience: 5 - 10 years

Offering different banking products suitable to different type of clients

I believed that my 9 years and 4 months as a bank employee helped me to develop my administrative skills such as my communication skills, organizational skills, customer service, time management and multi-tasking.

Experience: 5 - 10 years

Contacting our client to offer bank products like Home Loans, Credit Cards and Life Insurances.

Experience: 5 - 10 years

I can proudly say that I am a Millionaire's Awardee of BDO Life (Insurance) Year 2021.I was able to help our branch reached our Branch quota and I have offer different type of bank products depending on our client's need.

Basic Information

Age
33
Gender
Female
Website
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Address
NAGA CITY, Camarines Sur
Tests Taken
IQ
Score:  104
DISC
Dominance: 36
Influence: 30
Steadiness: 17
Compliance: 17
English
C2(Advanced/Mastery)
Government ID
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“I can find little blocks of time to focus so we can scale this business.”

Clearman Lawyers

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