Professional Bookkeeper | Tax Preparer| Executive VA

Overview

Looking for part-time work (2 hours/day)

at $18.00/hour ($792.00/month)

Bachelors degree

Last Active

December 23rd, 2024 (yesterday)

Member Since

June 10th, 2016

Profile Description

-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 PlUpgrade to see actual infoingBudgeting

Executive Virtual Assistant Experiences:
Executive Virtual Assistant for a CEO??Email MarketingSocial Media Management Managerial SkillsCustomer ServiceWebsite CreationLanguage TranscriptionProject Management ( Solar Projects)Schedulingnbox Management


 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