Virtual Assistant GHL expert, NetSuite QBO Xero Bookkeeper

I was working on Umalag Farms, Inc. for 3 years, before I resigned there was transition on accounting software from NetSuite to Quickbooks, joined QuickBooks training for 3 months. After I resigned I joined online QuickBooks training and live training with coach. Had passed the assessment and received the certificate as Pro Advisor Certified last July 2024. Proficient in QuickBooks Online and Desktop versions .Experienced in managing accounts payable and receivable .Skilled in generating financial reports and reconciliations .Competent in payroll processing and tax calculations. Utilized QuickBooks to manage daily financial transactions and reconciliations. Generated monthly financial reports, including profit and loss statements and balance sheets Processed invoices, handled payments, and maintained accurate records. Implemented QuickBooks payroll system .Managed payroll for a workforce of employees, including tax withholdings and benefits. Advanced knowledge of QuickBooks features, including inventory management and financial reporting .Familiarity with QuickBooks integrations with other financial tools and software.

Working on accounting for 9 years in office setting. I can assist you on record daily financial transactions. Manage accounts payable and receivable. Reconcile bank and credit card statements. Assist on preparation of financial statements and reports. Process payroll and handle tax compliance. Maintain organized and accurate financial records. Assist with audits and budgeting. Categorizing transactions.

Have been working on Umalag Farms, Inc. for 3 years, using accounting software Oracle NetSuite. Manages day-to-day accounting tasks using NetSuite, such as accounts payable and receivable, invoices, sales, purchase orders. This role involves ensuring financial transactions are recorded accurately and in compliance with accounting standards. Utilizes NetSuite to analyze financial data, create reports, and provide insights into financial performance. Handles the accounts payable and receivable functions using NetSuite, ensuring timely and accurate processing of invoices and payments, and managing customer and vendor relationships. Focuses on configuring and managing revenue recognition processes within NetSuite, ensuring that revenue is recognized in accordance with accounting standards and company policies.

I joined online training on Xero last August 2024 and live training with coach. I passed the assessment and received the certificate as Xero Advisor Certified. I can manage daily financial transactions and reconciliations, including sales and expense entries, ensuring timely and accurate financial records. Generated comprehensive financial reports and analyses, such as profit and loss statements and balance sheets, aiding in strategic business decisions.

Experienced on GoHighLevel for years, I can help Import and organize client data, including contacts and leads. Maintain and update contact lists, pipelines, and workflows. Segment and manage leads and customers. Create and manage email and SMS marketing campaigns. Generate and analyze reports on campaign performance, sales, and customer engagement. Troubleshoot and resolve any integration issues. Monitor and respond to leads through the CRM. Create and design the newsletters. Leverage GHL's automation tools to streamline the workflows and save time. Effectively utilize GHL's CRM features to manage client relationships and enhance communication. Harnessing the power of GHL integrations to expand the business capabilities and drive growth. Optimizing the marketing campaigns through GHL's comprehensive analytics and reporting features.

Have been working in real estate industry for years, I can manage the investors/agents or CEO's calendar well.

I have been working in industry for 10 years now, I can manage your email, outlook and other communication tools with excellent.

Working in real estate industry for years, I can Identify and find potential leads online and through databases. Screen and assess leads through initial emails, sms and follow-ups. Manage email campaigns such as creating and designing newsletter through GHL .Coordinate meetings and manage the agent’s calendar. Update lead details and track interactions in the CRM system. Regularly follow up and provide relevant property information. Generate reports on lead activities and analyze performance.

Working in industry for 10 years, part of my job was data entry. I am expert on inputting, updating, and managing database. Typing data into systems. Correcting and formatting data. Ensuring data accuracy. Organizing and maintaining records.

I can help client schedule meetings, update contact info, and handle follow-ups. Create and manage listings, coordinate showings. Manage calendars, emails, handle correspondence, prepare documents. Create marketing materials and coordinate open houses. Track progress, liaise with professionals, ensure paperwork is complete. Check in post-transaction for satisfaction.

Track stock, reorder supplies. Handle inquiries, complaints, and transactions. Assist administrative tasks in other departments such as releasing daily time record for payroll, empty purchase orders ,manage office supplies and others. Generate sales reports, analyze performance. Schedule appointments. Manage inquiries, provide updates and maintain client files. Answering or sending emails and transferring data to spreadsheets. Experience using Microsoft Word and Excel. Prepare basic reports.

Mastering Customer Relationship Management (CRM) particularly in real estate industry, building and maintaining strong client relationships, managing leads, and optimizing sales processes. Experienced on Zoho CRM, HubSpot CRM, Follow Up Boss, KvCORE, PropStream, GoHighLevel(GHL), Pipedrive, PropStream, Zapier, Appfolio, Beldium, HomeStack, eXp Realty.