Hire the Best Bookkeeping Assistants

Most virtual assistants manage your calendar. I manage the operations and finances behind your business. With 10+ years in auditing and operations — and 5 years as a dedicated VA — I bring something rare to the table: the ability to handle both the administrative and financial sides of a growing business, without you needing two separate hires. My audit background means I'm comfortable in financial systems most VAs avoid. I work in QuickBooks Online for light bookkeeping — transaction categorisation, reconciliations, expense tracking, and keeping your books clean between accountant reviews. Because I understand audit trails and financial accuracy, clients trust me with their numbers. Beyond the books, I manage the operational layer that keeps businesses running: client onboarding, executive scheduling, inbox and communication management, CRM, workflow documentation, and AI-assisted task execution. I've worked across real estate, healthcare, venture investing, black car logistics, creative agencies, and credit repair — supporting founders and teams who needed more than a task manager. They needed someone who could own a function. What I handle for clients: → Light bookkeeping — QuickBooks Online, expense tracking, bank reconciliations → Financial admin — invoicing, accounts tracking, financial file organisation → Client onboarding systems and CRM management → Executive calendar, inbox & communication management → Workflow auditing, SOP creation & process documentation → AI-powered operations using Claude AI, ChatGPT & Google Gemini → Cross-platform coordination: Slack, Zoom, Google Workspace, Microsoft Office, Todoist The combination of financial literacy, operational precision, and AI fluency is not common in a VA. If your business needs one reliable person who can handle the admin, the books, and the systems — let's talk.

Top-Rated Upwork Freelancer & Intuit Certified Bookkeeper with over 4 years of experience supporting US based LLCs over 15 years of General Bookkeeping, Business & Office Administration expertise. I’m multi-talented, professional, highly-productive and detail-oriented with top-tier C2 level verbal and written communication skills. I'm an avid learner, tech-savvy, proactive, smart, self-starter that has worked with many of the current communications and business software used by virtual assistants and accountants. See below. PREVIOUS ROLES HELD: Staff Accountant, Accountant, Assistant Accountant, Manager, Office Manager, Accounts Receivables Officer, Accounts Payables Officer, Sales Auditor, Profit Analyst, Agent Accounts Auditor, Virtual Bookkeeper, Executive Virtual Assistant, Administrative Assistant. QUALIFICATIONS: National Association of Certified Bookeeepers (NACPB) Bookeeping Cetrtification Course Currently enrolled with intended completion in December 2026. Intuit Academy Professional Bookkeeping Certificate: Coursework Included: Bookeeping Basics, Assets in Accounting, Liabilities & Equity in Accounting and Financial Statement Analysis. Scored 91% overall average. Completed August 2023. ACCA Global (Association of Chartered Certified Accountants) Foundation Level courses: F1 (FAB) Accountant in Business, F2 (FMA) Management Accounting, F3 (FFA) Financial Accounting and F4 Business Law. Completed 2011 ACHIEVEMENTS: 1. US$200,000 plus receivables collected in less than 3 years of cumulative receivables management for local and US based businesses. 2. US$20,000 plus bad debt collections in less than 6 months cumulative collections management for US based businesses. 3. US$12,000 plus collected in unrealized income in less than 1 month 4. Executive support led to 600% increase in revenue for small business within 3 months of start date due to increased communication and timely responses to potential clients. 5. 20,000 plus transactions completed in QuickBooks Online and FreshBooks in less than 1000 cumulative hours for US based businesses. 6. 450 plus Bank Reconciliations completed since March 2023 (on a part-time basis only) 7. 1000 plus bank and credit card transactions uploaded manually to QuickBooks Online & FreshBooks. 8. Multiple years of clean ups and reconciliations of multiple bank and credit card accounts completed in less than 150 hours on average. 9. Cash flows increased as claim submissions were streamlined resulting in weekly receipts of cash to business instead of monthly submissions which previously resulted in cash flows every 6 weeks. 10. Expert management and internal reporting through the creation of easy to use templates and simple report formats that non-accountants can understand. SKILLS: -US GAAP Bookkeeping -Accurate Bank, Credit Card and Ledger Accounts Reconciliation -Expert Accounts Receivables Management & Collections -Critical Thinking -Detail Oriented -Productivity Focused -Proactive -Self-starting -Business Administration -Office Management -Payroll Processing - Highly Communicative -C1-C2 level Communication (EF SET Certification) -Team Player -Superb Organizational and Administrative Skills -Top Rated Freelancing BUSINESS & ACCOUNTING APPLICATIONS: -QuickBooks Online -QuickBooks Desktop (Pro, Premier, Accountant, Enterprise) -SurePayroll -ParaPay -Google Suite -Microsoft Suite -FreshBooks -Wave -Microsoft Solomon -Microsoft GP -TouchPoint/Aloha Enterprise -Slack -Asana -Hubspot -Mondaydotcom -ECP123 -Adobe Photoshop, Illustrator, InDesign -Canva TESTIMONIALS: "I didn’t realize how disorganized I was until Saran stepped in. She’s helped me untangle a pretty complex situation: a US corporation, personal expenses, a property management company in Mexico, and financials in both USD and pesos. It was a mess—and she brought clarity, structure, and peace of mind. What I thought would be a nightmare to sort out, she handled with precision and patience. Now I have a clean set of books, confidence in my numbers, and a much better understanding of how everything ties together. I can’t recommend her enough. " Michael B. (Current Upwork Client) "Saran has been working for me for the last 6 months on bookkeeping projects using Freshbooks for legal billing. She has a great understanding of the process and makes my life easier. She communicates effectively and timely. I sincerely and without hesitation recommend her as a bookkeeper for your project." ~ Ken S., Expert Medical Consultant (Current Upwork Client) "Saran has been working with us for over a year. Her attention to detail is impeccable, her communication skills are unmatched and she truly is a professional. She kept our clients very happy throughout her time with us, and will be looking forward to working with her in the near future. No complaints, she’s just a rockstar. She’s an asset to any company. " Yacine J., Virtual Staffing Consultant

I'm a Xero-certified bookkeeper and virtual assistant currently supporting a hospitality/travel business with their end-to-end financial administration, and I'm looking to take on one additional part-time client. With my existing client, I manage and reconcile up to 48 accounts, including bank accounts, credit cards, and multi-currency merchant accounts across 15 currencies, and handle accurate, timely, UK VAT-compliant bookkeeping in Xero, along with broader admin and virtual assistant support. UK VAT & Tax Knowledge Sound working knowledge of UK VAT rules, including standard-rated, zero-rated, and exempt supplies, along with HMRC compliance requirements. Here's what I currently help my client with, and can bring to you too: 📌 Bookkeeping, Reconciliation & Reporting Entering purchase invoices and processing received payments into Xero Keeping accounts payable/receivable up to date and accurate Full monthly netting-off processes (sales invoice imports, credit notes, duplicate invoice checks) Managing and reconciling multiple bank accounts, credit cards, and multi-currency merchant accounts (e.g., AIB Merchant Services) across various currencies Downloading, sorting, and importing multi-currency merchant statements with accurate FX handling Reconciliation across payment gateways such as Barclaycard, Capital on Tap, and Opayo/SagePay, plus gift card platforms Booking channel reconciliation: Bookingcom, VRBO, Expedia, Airbnb, and similar platforms Self-billing invoice creation for supplier and affiliate platforms Marketplace income reconciliation (e.g., Apple, Google), calculating net income after platform fees Reviewing postings for consistency and accuracy across the ledger 📌 VAT & Compliance Correctly recording VAT (standard, zero-rated, exempt) in accordance with UK VAT rules Ensuring all entries are accurate, complete, and audit-ready Handling subscription invoices, vendor payment offsets, and annual reconciliations 📌 Multi-Currency GBP, AUD, CAD, CHF, DKK, EUR, HKD, JPY, MXN, NOK, NZD, PHP, SEK, SGD, USD, ZAR 📌 Tracking Ad Spend Google Ads Meta Ads Microsoft Ads 📌 Xero Expertise Chart of accounts setup and layout changes Custom coding structures tailored to your business Clean, organized books that make life easier at year-end 📌 General Bookkeeping & Virtual Assistance General bookkeeping support for businesses of any size or industry Data entry, inbox and calendar management, document organization Ad hoc admin tasks, research, and process support to keep your business running smoothly I'm detail-oriented, deadline-driven, and comfortable managing high-volume, multi-currency transactional bookkeeping across dozens of accounts and platforms. I have capacity for one more part-time client and would love to bring the same reliability and accuracy to your books. Let's chat about how I can support you!

OUTPUT SPEAKS LOUDER THAN WORDS I am an experienced professional with a strong background in Accounting, Bookkeeping, and Administrative support. Over the years, I have managed diverse responsibilities independently, consistently delivering accurate, timely, and results-driven work. Recognized for excellent written and verbal communication skills, I work effectively with colleagues and stakeholders to understand needs, prioritize tasks, and achieve goals. I bring strong organizational skills, attention to detail, and the ability to work under pressure while maintaining accuracy and efficiency. Core Competencies: • Accounting & Bookkeeping Support • Data Entry & Database Management • Customer Service & Email/Chat Support • Microsoft Excel, Word & Google Sheets • Online Research & Lead Generation • Administrative & Office Support Professional Strengths: • Extensive experience handling high-volume data with accuracy. • Strong computer proficiency in MS Office Suite and Google Workspace. • Proven ability to manage multiple priorities and meet strict deadlines. • Skilled in problem-solving and working independently with minimal supervision. • Committed to confidentiality, reliability, and professional integrity. I am eager to contribute my skills to a dynamic team where I can help improve processes, support business goals, and deliver exceptional results.

Skills Virtual Assistant, Financial Controller, Executive Assistant, Google Docs, Typing 65 wpm, Bookkeeping, Proofreading, Editing, Spreadsheets, Document Creation I have multiple years experience as not only an assistant but also as a Financial Controller and have worked in HR as well. Not to get too personal, but I went through a few years of very tough times. I am excited to get back on this path as a virtual assistant. I am reliable, a self-starter, detail-oriented, detail oriented and will do what it takes. I ask that someone give me the chance to prove myself and establish a long-lasting business relationship.

I am professional bookkeeper with exceptional experience in bookkeeping and generating financial statements for small and medium sized business. I have commendable experience in book clean up and pre-audit review including bank reconciliations and error checking. I have worked with clients in and out of my country in different size and nature. Specialization but not limited to the following: Internal Audit Books Clean Up Categorizing and posting journal entries on a daily basis Accounts Receivable Management Accounts Payable Management Monthly Accrued Expenses Invoicing and recording receipts from customer Record billings and issuing checks for payment Bank Reconciliation Credit Card Reconciliation Financial statements preparation and analysis Balance Sheet Profit and Loss Statement Statement of Changes in Owner's Equity Payroll Cash Flow Statement Month end close Software Knowledge but not limited to: Quickbooks Online Quickbooks Desktop Xero Wave Zoho Books Razorsync Trello Accello Core Leaf Asana Slack Whatsapp Proficient in MS Excel, Word, PowerPoint Knowledge with Dropbox, Gmail, Google Drive, Google Docs, Google Spreadsheet Soft Skills: Emotional Intelligence Team Player Attitude Growth Mindset Openness to Feedback Adaptability Active Listening Work Ethic As a young accounting freelancer, I am very much excited to contribute my knowledge, expertise, and skills to my future clients here in Upwork community.