Are you looking for:
After nearly five years working in traditional accounting and operations, I’ve transitioned into the virtual space to bring my skills in financial accuracy, organization, and process improvement to entrepreneurs and growing businesses.
My recent certification in US Bookkeeping through Sync2VA strengthened my QuickBooks expertise and sharpened my ability to manage reconciliations, generate reports, and handle data entry with precision — all while working remotely.
What sets me apart is my commitment to confidentiality, accuracy, and continuous learning. I take pride in staying proactive, dependable, and solutions-focused — so you can focus on growing your business with peace of mind.
✅ Invoice creation & management
✅ Expense tracking
✅ Bank reconciliation
✅ Financial report generation
✅ Basic QuickBooks setup & support
✅ Inbox organization & email filtering
✅ Calendar & appointment scheduling
✅ File and document management
✅ Form preparation (P.O. and D.R.)
✅ Spreadsheet creation and updates
✅ Data cleanup and formatting
✅ Internal record keeping
✅ Financial and operational report generation
✅ Email & chat response management
✅ Client follow-ups
✅ Feedback tracking
✅ Basic FAQ documentation
✅ Social media graphics
✅ Presentations and proposals
✅ Internal reports and templates
✅ Document formatting
✅ Scheduling and calendar invites
✅ Agenda creation
✅ Meeting notes and follow-ups
✅ Task list monitoring
✅QuickBooks Online
✅ Microsoft 365 (Excel, Word, Outlook)
✅ Google Workspace (Docs, Sheets, Drive, Gmail)
✅ Canva
✅ AI tools (ChatGPT, Claude.AI)
✅ Zoom Meeting
✅ Slack
✅ Microsoft Teams
✅ Google Meet
✅ Telegram
✅ Attention to Detail
✅ Time Management
✅ Communication skills
✅ Problem Solving
✅ English Language Fluency
• Managed various aspects of day-to-day business operations, contributing to a smooth and organized workflow
• Implemented tools and systems to streamline operations, improving overall efficiency
• Supported the business owner directly, showcasing dependability, adaptability, and a strong ability to execute instructions accurately
• Handled payment processing, ensuring accurate documentation including receiving reports, purchase orders, and requisition summaries
• Prepared check vouchers and ensured proper check issuance in compliance with company procedures
• Generated BIR Form 2307 and maintained tax documentation for regulatory compliance
• Organized financial records for easy access and transparency, enhancing audit readiness
Response time: Within 24 hours
© 2025 Virtual Bookkeeper Lois.
All rights reserved.
Last updated: April 19, 2025
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