Accounting & Financial Management (QuickBooks):
Managed financial transactions using QuickBooks, including creating invoices and bills, categorizing and matching bank transactions, and adding new customers and vendors.
Created bills and invoices in QuickBooks.
Entered credit card charges into QuickBooks.
Processed bank deposits, including checks and
Conducted monthly job costing analysis in QuickBooks.
Added new jobs in QuickBooks for accurate tracking.
Performed bank reconciliations and journal entries in QuickBooks.
Reconciled customer accounts and insurance records.
Processed tax and child support payments.
Generated and exported reports such as Profit and Loss, Balance Sheet, General Ledger, and Financial Reports.
Order & Inventory Management:
Ensured accuracy in customer orders through daily review.
Used WhatsApp to follow up on customer orders.
Fixed and generated daily inventory reports for customer orders and product purchases.
Client Communication & Scheduling:
Used Slack software to communicate with clients.
Participated in client meetings and calls using Microsoft Teams.
Scheduled appointments and meetings as required.
Managed incoming and outgoing communication, including answering and directing calls and
Confidentiality & Data Integrity:
Maintained sensitive and confidential information with discretion.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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