-Your Professional Bookkeeper--Your All Around Executive VA-
Do you want to know more about me? Message me and will send you my website address . This is my first time working in Upwork. I have direct clients.
How to choose your bookkeeper?
Choose a Professional bookkeeper with a Management Accounting degree.
I’ve been in the finance industry for almost two decades now. I can help you simplify your bookkeeping, have an accurate record keeping and other finance related concerns.
Accounting/ Bookkeeping / Finance experiences:
Quickbooks Online Bookkeeper (handles US CPA firm)US Tax Preparer -LLC an partnershipBank Accounts/ Credit Cards ReconciliationFinancial Statements preparationOperations Manager (Banking Industry )Bookkeeping Non profit and Profit business industriesStock Trading / Technical Analysis - basic indicators - EMA , MACD, RSI; Japanese candlesticksFinancial Pl
Executive Virtual Assistant Experiences:
Executive Virtual Assistant for a CEO?
Sales:
Vast knowledge and experience in selling:
Non-Life InsuranceLife InsurancesRetail LoansDeposit ProductsCredit CardsInvestment Products- Mutual Funds, Unit Investment, Stock Market, Retail Treasury Bonds, Treasury Bills
Other experiences:
Hiring and Onboarding new employees
Search Engine Evaluator, Data Analyst - Rater and Auditor position
Provides insights and feedback for search engine companies and social media companies
Mystery online shopper for merchants under top social media platforms.
Bachelor of Science in Commerce Major in Management Accounting
Completed several Harvard ManageMentor courses by Harvard Business Publishing Corporate Learning
Bookkeeping ( with Quickbooks Pro Advisor and Xero Certification)
Google Project Management Course (ongoing)
Tools and systems:
Quickbooks Online
OLT Pro
DrakeProSeriesGo High LevelTrelloAsanaOracle Meta Business SuiteWixGoogle DriveGoogle SheetsGoogle CalendarMicrosoft Office GmailMailchimpQuickbooksJotformsSalesforce Keap CRMCanva
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 10+ years
Experience: 1 - 2 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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