QuickBooks Data Entry + Report Assistant
- Location
- Philippines
- Rate, USD
- Not specified
- Work schedule
- Part Time,
- Language skills
- English
- Available for Hire
- Yes
About me
I am a dedicated professional with a strong background in bookkeeping and financial reporting. My experience includes managing accounts payable and receivable, performing bank reconciliations, and processing payroll. I pride myself on my attention to detail and my ability to maintain accurate financial records. I have a passion for technology and enjoy utilizing various tools to streamline processes and improve efficiency. My technical skills extend to website design and optimization, where I have successfully managed multiple WordPress sites. I am committed to continuous learning and staying updated with industry trends to provide the best service possible. I thrive in remote work environments and have developed strong communication skills that allow me to collaborate effectively with clients and team members.
Education
- 2017 Associate’s in Information Technology, Major in Computer Programming @ St. Amatiel Technological Institute
Experience
- July 2025 – Present QuickBooks Data Entry + Report Assistant @ Gelwarg & Father Consulting, LLC
Categorize and post transactions in QuickBooks Online by applying account classification rules. Generate and export reports (Profit & Loss, Balance Sheet, Transaction Detail) to maintain organizational consistency. Flag unclear or incomplete transactions for review, ensuring attention to detail in financial documentation. Upload reports and spreadsheets to shared folders, following standardized workflows and checklists. Maintain accurate account classifications across multiple sets of books in adherence to provided guidelines.
- Nov. 2019 – May 2025 Tech Savvy Virtual Assistant, SEO Specialist, & WordPress Designer @ Previous Companies
Managed the monthly maintenance of 50+ websites in Siteground, which includes performing updates, conducting thorough security checks, reviewing website performance, and addressing any necessary fixes to the overall website layout. Created and optimized blog content using AI and keyword research tools to improve organic rankings. Developed WordPress websites using various page builders. Built backlinks through outreach and ensured link quality to avoid SEO penalties. Managed WordPress websites, optimized performance with WP Rocket and RankMath, and improved load times using Google PageSpeed Insights. Created social media content (Canva, CapCut), scheduled posts via Buffer, and managed digital assets. Collected and verified leads, managed email outreach, and engaged prospects via Social Media. Converted Books into ebooks, Kindle formats (EPUB, MOBI) using Sigil and Amazon tools. QA for formatted eBooks to meet professional publishing standards.
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