Current Employment Status:
Hired Part Time on Mar 18, 2024
Are you looking for a reliable and dependable individual who can stay on top of your professional, business, and personal to-do list?
YOU NEED ME! :)
I specialize in:
- Administrative/Personal Assistance -- get things moving and organize for you.
- Project Management -- make sure your projects run smoothly.
- Bookkeeping -- keep your books accurate and up-to-date
WHY ME?
- Efficient and Effective Virtual Assistance and Bookkeeping services for 2+ year
- Proactive Self-Starter, Dependable, Growth Mindset, Organized, Detail-oriented, High Level of Integrity
Here's how I can help and support your daily workloads:
ADMINISTRATIVE SUPPORT
- Organize files, documents and data in a systematic manner and maintain a database.
- Create and update SOPs, ensuring tasks are done consistently and efficiently.
- Manage and respond to
- Manage lead data within CRM, such as merging records, data entry, and updating lead status.
BOOKKEEPING
- Create and send invoices and record expenses, bills to pay, A/R, A/R and balancing the books.
- Reconcile the transactions and bank statements on a weekly basis to ensure records are up-to-date
- Prepare and generate Profit & Loss Statement and Balance Sheet
- Set up automation to streamline future transactions and enhance efficiency.
TRANSACTION COORDINATION
- Manage and update listing properties across all marketing platforms
- Prepare purchase & sale agreement document
- Create the deed and file it to the county for recording
- Coordinate transactions and facilitate smooth communication between buyers and sellers.
PROPERTY RESEARCH AND DATA ANALYSIS
- Conduct market comparison research and develop a price matrix for effective decision making.
- Pull and examine property deeds for legal compliance and documentation.
- Generate comprehensive lists and extract key property details.
- Scrub and organize the data list on a sheet and tailor the scraping parameters based on specific data needs.
Adept with these tools and websites :
- AirTable, Slack, LastPass
- Google Sheet, Docs, Google Drive, Mail & Calendar
- Microsoft Word, Excel, PowerPoint
- Zoho, Follow Up Boss
- County GIS, Data Tree
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- OpenPhone, Google Voice, MailChimp
- DocHub, SimpliFile, AnyTime Mailbox
- Canva, CapCut
- SquareSpace, WordPress
Bookkeeping Tools
- Xero, Checkbook
- GeekPay
- Microsoft 365
Are your toolkits not on the list? No worries! ---- I'm flexible and always game to learn new tools and get the job done right!
Ready to make your business life simpler? Shoot me a message, and let's make it happen!
Experience: 1 - 2 years
I create and schedule project plans, manage deadlines, monitor progress and communicate with team members. I am adept in AirTable and Slack.
Experience: 2 - 5 years
I have experience working as an Executive Virtual Assistant to a real estate investor. I help her stay on track of the tasks by providing updates, responding to emails on her behalf, and researching opportunities for real estate investment. I also act as point of contact for other team members.
Experience: 1 - 2 years
I have been a Bookkeeper for more than a year. I track expenses and income and send profit/loss report. I also did a big clean up of a messy book with over 2500 transactions and was able to balance the book.
Experience: 1 - 2 years
Creating and sending invoices Tracking and recording expenses Account Payable and Account Receivable Manage Chart of Accounts and Tracking Categories Uploading bank statements and reconciling Balancing books
Experience: Less than 6 months
I have managed FB, Tiktok, Instagram, Youtube and has little background of running FB ads.
Experience: 2 - 5 years
Data entry: - CRM data entry (Zoho, Follow Up Boss, Airtable) - Spreadsheet data entry
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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