I'm thrilled to connect with you, and I am deeply passionate about the world of finance and accounting. With a strong educational background in accounting and an impressive 17-year journey in the banking industry, I've developed a keen eye for detail and a knack for navigating the complexities of financial management. Currently, I'm expanding my expertise through the Masterclass in Virtual Bookkeeping program at The Bookkeepers Secret Academy, where I'm eagerly absorbing the latest insights and strategies in virtual bookkeeping.
As a Virtual Bookkeeper, I bring a unique blend of experience, expertise, and enthusiasm to the table. My strengths lie in my ability to streamline processes, identify opportunities for improvement, and deliver unparalleled accuracy in financial reporting. Drawing from my extensive tenure in banking, I possess a deep understanding of regulatory compliance and risk management, ensuring that your financial records are not just compliant but also optimized for efficiency and growth. With me as your virtual bookkeeping partner, you can trust that your financial matters are in capable hands, allowing you to focus on what you do best – driving your business forward. Let's collaborate to transform your financial vision into reality.
Experience: 10+ years
I have 17 years of experience in the banking industry, with a strong focus on customer service, particularly in consumer banking. My extensive tenure in this sector has equipped me with a deep understanding of customer needs and expectations. I have consistently delivered exceptional service, handling a wide range of client inquiries, transactions, and issues efficiently and professionally. My commitment to customer satisfaction has been a key factor in fostering long-term client relationships and enhancing the overall banking experience.
Experience: 6 months - 1 year
Experience: 5 - 10 years
Experience: 6 months - 1 year
I have one year of experience in Xero, where I have managed a range of client accounts from initial setup to comprehensive financial management. My expertise includes setting up accounts, categorizing transactions, conducting bank reconciliations, and generating detailed financial reports. I am also a Xero Certified Advisor, which underscores my proficiency in leveraging Xero's capabilities to enhance financial operations for my clients.
Experience: 6 months - 1 year
Attended trI have one year of experience in QuickBooks, during which I have managed various client accounts comprehensively. My responsibilities have included setting up accounts, categorizing transactions, performing bank reconciliations, and generating detailed financial reports. Additionally, I am a certified QuickBooks Online ProAdvisor, further validating my expertise and proficiency in utilizing QuickBooks to optimize financial management for my clients.ainings and webinars
Experience: 5 - 10 years
Experience: 10+ years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 10+ years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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