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.

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.

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

✨ DETAIL-ORIENTED = ERROR-FREE WORKLOAD I help small business owners maintain accurate financial records and streamline daily operations through QuickBooks Online Bookkeeping, Accounting Support, and Administrative Assistance, saving them 5–40 hours every week. I specialize in QuickBooks Online, Wave, and Xero, providing reliable Virtual Assistance, monthly bookkeeping, bank reconciliation, financial data entry, and administrative support with a strong focus on accuracy, organization, and excellent customer service. 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞𝐚𝐬𝐨𝐧𝐬 𝐭𝐨 𝐇𝐈𝐑𝐄 𝐌𝐄: 📒 BOOKKEEPING & ACCOUNTING SUPPORT Services include: ‣ Bank Reconciliation ‣ Accounts Payable management ‣ Accounts Receivable management ‣ Journal Entry ‣ General Ledger maintenance ‣ Chart of Accounts organization ‣ Invoicing & Billing ‣ Payroll Reconciliation ‣ Transaction Categorization ‣ Financial Data Entry ‣ Profit & Loss (P&L) and Balance Sheet support Tools I Use: Quickbooks Online | Wave | Google Sheets | Microsoft Excel | Google Drive | Canva (Reports) 📊 DATA ENTRY & ADMINISTRATIVE SUPPORT Services include: ‣ Accurate Data Entry ‣ Spreadsheet management ‣ File organization & documentation ‣ Email and Calendar management ‣ General Administrative Support ‣ Web Research & Internet Research ‣ Client-facing Customer Service and communication Tools I Use: Google Sheets | Microsoft Excel | Microsoft Word | Google Docs | Google Drive ✅ OTHER SERVICES: 🎯 LEAD GENERATION SUPPORT Services include: ‣ Data Extraction and list building ‣ Prospect Research and lead qualification ‣ Targeted Outreach support ‣ CRM Updating and contact management Tools I Use: Apollo | Airtable | HubSpot | LinkedIn Sales Navigator | Instantly | Google Sheets | Hunter 📂 ADMINISTRATIVE SUPPORT Services include: ‣ File Management and document organization ‣ Calendar Management and scheduling ‣ Email Management and inbox organization ‣ Task Organization and workflow support ‣ Ongoing Administrative Support for daily operations Tools I Use: Google Workspace | Microsoft Office | Asana | Monday | Slack | Calendly 💼 WHY CLIENTS HIRE ME: 1. Strong Communicator – Fluent in English with excellent Customer Service 2. Detail-Oriented – I triple-check work for strong accuracy verification 3. Proactive – I take initiative without being micromanaged 4. Organized – Tasks, files, and schedules stay an organized Virtual Assistant 5. Quick to Learn – I adapt fast to new tools and processes 6. Reliable - for ongoing Bookkeeping and Accounting needs ✅ Ready to get started immediately Send me a message, and let’s discuss how my QuickBooks Online, Bookkeeping, Accounting, Data Entry, and Administrative Support skills can help your business grow.

My name is Nash, and I am a highly experienced Virtual Assistant and Executive Assistant with over five years of professional experience supporting attorneys, business executives, and teams across the legal, construction, tech, and customer service industries. My background is rooted in providing top-tier support to high-level professionals—including Presidents, COOs, Medical Directors, Attorneys, and Paralegals—ensuring smooth day-to-day operations and exceptional client experiences. My core strengths include: Legal Support & Intake: I’ve served as a Legal Receptionist, Client Intake Specialist, and Assistant in multiple law firms—including those specializing in family law, criminal defense, and employment law. I’ve successfully handled thousands of intakes, court-related inquiries, and sensitive client information with professionalism and discretion. CRM & Zoho Expertise: I am proficient in Zoho CRM, Zoho Projects, Deluge scripting, and integrating both internal and third-party apps. I have supported CRM setup and automation for law firms, mortgage brokers, and service businesses. Customer Service & Appointment Setting: My BPO background includes handling calls and escalations for industry leaders like Google, Humana, and Netflix. I’ve consistently delivered exceptional customer support, sales, and teleservices across various roles—earning multiple 5-star reviews and praise for communication and attention to detail. Admin & HR Support: I’ve assisted with recruitment, HR processes, calendar and inbox management, compliance tracking, and general operations. My strong command of English (C2 level), organizational skills, and ability to work independently make me a dependable asset to any executive team. Clients commend my work ethic, communication, and reliability. Whether you're seeking help with intake, executive support, CRM setup, or customer care, I bring a solution-oriented mindset, tech-savvy execution, and a genuine desire to help your business succeed. Tools I am experienced of using with: ✅ Ring Central ✅ Mycase ✅ Clio Grow ✅ Clio Manage ✅ Google Workspace ✅ Slack ✅ Microsoft Applications ✅ Zoho CRM ✅ Zoho One ✅ 3CX ✅ Dialpad ✅ Skype ✅ CasePeer ✅ Dropbox ✅ Falkon SMS ✅ Loom ✅ ChatGPT ✅ Office 365 ✅ OneDrive ✅ Trello ✅ and etc.

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.