Bookkeeper, General Virtual Assistant

Managed end-to-end accounts receivable processes, including invoicing, payment posting, and collections for a diverse portfolio of clients. Conducted regular account reconciliations to ensure accuracy and resolve any discrepancies in a timely manner. Implemented a systematic follow-up system for overdue invoices, resulting in a 20% reduction in outstanding balances within the first quarter. Developed and maintained strong relationships with clients, addressing their billing inquiries and resolving payment issues promptly and professionally. Collaborated with cross-functional teams, including sales and customer service, to streamline processes and improve the overall customer experience. Utilized accounting software (Sage Accounting, Quickbooks, Elite Enterprise) to generate invoices, track payments, and produce financial reports. Assisted in the implementation of automated billing systems, leading to a 30% increase in billing efficiency and a reduction in manual errors. Conducted credit checks on new customers, analyzing creditworthiness and determining appropriate credit limits to mitigate potential risks. Prepared monthly aging reports, highlighting delinquent accounts and providing recommendations for further action. Actively participated in month-end close activities, ensuring accurate and timely reporting of accounts receivable data to the finance team.

Maintained accurate financial records by recording daily transactions, including accounts payable and receivable, expense reimbursements, and payroll. Reconciled bank statements, credit card statements, and other financial documents to ensure accuracy and identify any discrepancies. Prepared financial reports, such as balance sheets, income statements, and cash flow statements, providing insights into the company's financial performance. Assisted in budget preparation and monitored expenses to ensure adherence to financial goals and objectives. Implemented efficient bookkeeping systems and procedures, streamlining processes and improving overall efficiency. Conducted periodic audits to identify errors, irregularities, or opportunities for improvement, and recommended corrective actions. Collaborated with external auditors and tax professionals during year-end audits and tax filing processes. Utilized accounting software (e.g., QuickBooks, Sage Accounting) to manage financial data, generate reports, and streamline bookkeeping tasks. Communicated effectively with clients, vendors, and colleagues to resolve financial inquiries and provide the necessary documentation. Stayed updated on relevant accounting principles, regulations, and industry best practices to ensure compliance and accuracy in financial records.

Maintained accurate financial records by recording daily transactions, including accounts payable and receivable, expense reimbursements, and payroll. Reconciled bank statements, credit card statements, and other financial documents to ensure accuracy and identify any discrepancies. Prepared financial reports, such as balance sheets, income statements, and cash flow statements, providing insights into the company's financial performance. Assisted in budget preparation and monitored expenses to ensure adherence to financial goals and objectives. Implemented efficient bookkeeping systems and procedures, streamlining processes and improving overall efficiency. Conducted periodic audits to identify errors, irregularities, or opportunities for improvement, and recommended corrective actions. Collaborated with external auditors and tax professionals during year-end audits and tax filing processes. Utilized accounting software (e.g., QuickBooks, Sage Accounting) to manage financial data, generate reports, and streamline bookkeeping tasks. Communicated effectively with clients, vendors, and colleagues to resolve financial inquiries and provide the necessary documentation. Stayed updated on relevant accounting principles, regulations, and industry best practices to ensure compliance and accuracy in financial records.

Crafting email sequences according to a client's needs and requirements involves creating a series of emails that effectively engage and communicate with the client's target audience. The goal is to build a relationship, provide value, and ultimately achieve the desired outcome, such as making a sale, driving traffic to a website, or encouraging customer retention.

Managed daily administrative tasks, including scheduling appointments, coordinating meetings, and handling correspondence. Developed and implemented efficient filing and data management systems, resulting in improved organization and accessibility of information. Assisted in budget planning and tracking, effectively monitoring and controlling expenses within established guidelines. Prepared and edited reports, presentations, and other documents, ensuring accuracy and adherence to company standards. Maintained confidential records and handled sensitive information with discretion and professionalism. Facilitated effective communication between different departments, fostering collaboration and streamlining processes. Responded to inquiries and resolved issues from internal and external stakeholders in a timely and courteous manner. Trained and supervised new administrative staff, providing guidance and support to ensure smooth operations. Utilized various software applications, such as Microsoft Office Suite and project management tools, to enhance productivity and efficiency.

Provided exceptional customer support for a diverse range of food and retail products, addressing inquiries, resolving issues, and ensuring customer satisfaction. Assisted customers with product selection, providing detailed information on ingredients, nutritional value, and allergen concerns. Handled customer complaints or concerns regarding product quality, delivery, or service, resolving issues promptly and ensuring a positive resolution. Utilized knowledge of food safety regulations and industry best practices to address customer questions about product handling, storage, and expiration dates. Collaborated closely with internal teams, including sales, marketing, and operations, to address customer inquiries, provide product updates, and ensure a seamless customer experience. Processed customer orders, accurately entering data into the system, and coordinating with fulfillment teams to ensure timely delivery. Managed customer accounts and maintained accurate records of interactions, inquiries, and resolutions in the CRM system. Actively engaged in product knowledge training sessions and stayed up-to-date with the latest food and retail trends, enabling effective communication with customers. Participated in the development and improvement of customer support processes, contributing ideas for streamlining operations and enhancing customer satisfaction. Handled customer inquiries and provided support through various channels, including phone, email, and social media platforms, maintaining a professional and friendly demeanor.

Basic knowledge of ActiveCampaign. Able to navigate the platform's interface, create and manage email campaigns, and utilize basic automation features. Understands the concepts of segmentation, personalization, and lead nurturing within ActiveCampaign.