Cheryl

Motivated Xero and QBO Bookkeeper/Virtual Assistant

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Overview

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

at $5.80/hour ($1,020.80/month)

Bachelors degree

Last Active

February 5th, 2025 (5 days ago)

Member Since

December 18th, 2024

Profile Description

EXPERTISE: Xero and QuickBooks

Hi there! I’m Upgrade to see actual info Upgrade to see actual info, a passionate and driven Xero and QuickBooks Bookkeeper who loves helping small and medium-sized businesses thrive. 

My mission? To take the stress out of your finances, save you time, and give you the clarity you need to focus on what you do best—growing your business!

I’m all about making your financial life easier. Whether it’s bank reconciliations, financial reporting, sales invoicing, or juggling multi-currency transactions, I’ve got you covered. But that’s not all—I also offer top-notch administrative support, from email and calendar management to social media and customer service. With a background as an HR Generalist and Accounting Staff, I’ve solid understanding in payroll processing, data entry, and keeping your financial records spotless.

I’m here to be your go-to partner, helping you streamline operations and crush your goals. Let’s team up to keep your finances in tip-top shape so you can focus on the big picture—your success!

HERE’S HOW I CAN HELP YOU:
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•             Catch-up Bookkeeping
•             Clean-up Bookkeeping
•             Setting up Accounts
•             Updating or Customizing Chart of
Accounts
•             Daily On-going Bookkeeping Task but
not limited to the following:
       o     Creating
bank accounts
       o     Uploading
bank transactions (if needed)
       o     Dealing
with multiple currency transactions
       o     Creating
Sales Invoices and Managing A/R
       o     Monitoring
Bills and Managing A/P
       o     Recording
sales and expenses
       o     Bank
Categorization
       o     Bank
Reconciliation
       o     Preparing
Balance Sheet and Profit & Loss Report
       o     Inventory
Management
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•             Administrative Support
•             Data Entry and Management
•             Social Media Management
•             Content Creation
•             Calendar Management
•             Email Organization and Response Tools I’m Proficient In:
QuickBooks | Xero | Trello | Google Drive | Dropbox | Slack | Microsoft Teams | Toggl | Gmail | Zoom

Let’s make your business operations seamless, efficient, and stress-free. I’m excited to work with you and help you achieve your goals—let’s do this!

Top Skills

Experience: Less than 6 months

In my experience with Xero, I've handled many transactions, including those in multiple currencies. The system is easy to use, which makes tasks like uploading bank transactions, updating the chart of accounts, and categorizing entries more manageable. I also help with bank reconciliations and creating financial reports like balance sheets and profit & loss statements. Despite the challenges, I focus on keeping financial records accurate and up-to-date for clients.

Experience: Less than 6 months

In my experience working as a QuickBooks bookkeeper, I’ve found it challenging yet rewarding, especially when setting up accounts. There are often numerous transactions that require inquiries to the client to ensure accuracy. I’ve handled tasks such as uploading bank transactions, updating and customizing the chart of accounts, and categorizing bank entries. Additionally, I’ve managed bank reconciliations and created accurate financial reports, including balance sheets and profit & loss statements. Despite the challenges, I’ve always focused on maintaining clear, up-to-date financial records and ensuring that clients have the insights they need to stay on top of their finances.

Experience: Less than 6 months

In my experience as a bookkeeper, I’ve handled various tasks such as managing accounts, processing payroll, performing bank reconciliations, and generating financial reports like balance sheets and profit & loss statements. I’ve worked with accounting software like Xero and QuickBooks to track transactions and maintain accurate records. I also managed invoicing and ensured all financial data was up-to-date and compliant with regulations. My role required attention to detail and a strong understanding of financial processes, which I gained through both hands-on experience and specialized training.

Other Skills

Experience: 2 - 5 years

In my previous job, I worked for 3-5 years handling payroll, mostly using spreadsheets and Excel. I gained valuable experience calculating work hours, managing government-mandated contributions, and ensuring compliance with labor regulations. I spent over two years working in payroll for an agency, and also worked with small local businesses. I was responsible for keeping payroll records accurate, processing employee benefits, and resolving any payroll issues that came up. Overall, I learned a lot about the details of payroll management and developed a strong attention to detail.

Experience: Less than 6 months

I’ve worked as a Customer Service Associate for a US-based financial account, handling inbound calls, resolving customer issues, and using sales techniques to qualify leads. This experience helped me develop strong communication skills, allowing me to effectively address customer concerns and provide efficient solutions.

Experience: Less than 6 months

I gained experience in social media management by enrolling in a training course, where I learned how to create engaging content and manage multiple platforms effectively. The job involves a lot of multitasking, which has helped me develop strong organizational skills. It also allows me to be creative, coming up with new ideas to boost engagement and grow online communities. I enjoy the challenge of balancing strategy with creativity to achieve the best results for the brands I work with.

Experience: 6 months - 1 year

I enrolled in an online course to improve my email management skills and learn how to optimize email communication. In my previous job, I handled email inquiries and sent messages to clients. I find it valuable to continuously learn and expand my knowledge, which helps me perform better in my role.

Basic Information

Age
32
Gender
Female
Website
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Address
Angono, Rizal
Tests Taken
IQ
Score:  102
DISC
Dominance: 33%
Influence: 31%
Steadiness: 28%
Compliance: 9%
English
C2(Advanced/Mastery)
Government ID
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