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
TOOLS/APPS
ACCOUNTING TOOLS
Xero, QuickBooks, SaasAnt,
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,
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,
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
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
Experience: 5 - 10 years
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.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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