Hire the Best ExpenseWatch Specialists

Hi, I’m Emilia. I hold a Bachelor's Degree in Business Administration and specialize in helping small businesses understand and organize their costs. While many bookkeepers focus only on recording transactions, my work goes a step further. I help business owners track their day-to-day expenses, structure their monthly costs, and gain visibility into where their money is going. I work closely with clients to organize operational expenses, payroll costs, and recurring business spending using structured Excel or Google Sheets systems. By tracking expenses consistently, we can identify spending patterns, detect inefficiencies, and make better financial decisions. A typical workflow with my clients includes tracking business expenses throughout the month and then reviewing the cost structure together. During these reviews, we analyze where the business may be overspending, where costs could be optimized, and what upcoming expenses may look like. My goal is to give business owners a clear and simple view of their financial operations so they can focus on growing their business while maintaining control over their costs. Services I provide: Cost & expense tracking - Daily and monthly business expense tracking - Payroll cost organization - Categorizing operational costs - Expense dashboards in Excel / Google Sheets Cost Analysis & Financial Organization - Identifying areas where spending can be optimized - Reviewing cost structures with business owners - Monthly cost reports and financial summaries Bookkeeping support - Accounts payable & receivable tracking - Transaction reconciliation - Financial data organization Tools: • Excel • Google Sheets • Expense dashboards • Cost tracking systems • QuickBooks (support level) Many small businesses struggle not because of revenue, but because they don’t clearly understand their cost structure. My role is to help bring clarity to those numbers!

Looking for a reliable Virtual Assistant who is organized, detail-oriented, and comfortable working with data? I'm an experienced corporate professional transitioning into remote Virtual Assistance, with over 10 years of experience in administrative operations, data management, reporting, reconciliation, and Accounts Receivable. In my corporate career, I've worked with large amounts of information, maintained records, reviewed and validated data, prepared reports, monitored transactions, investigated discrepancies, and coordinated with different teams to make sure tasks were completed accurately and on time. As a VA, I can help with: • Data Entry & Data Management • Administrative Support • Excel & Google Sheets • Web Research & Data Verification • Email Management • Document & File Organization • Report & Spreadsheet Preparation • Database Management • Billing and payment-related administrative support I'm comfortable learning new software and processes, following instructions, handling confidential information, and working independently. While I'm new to freelancing as a VA, I'm not new to professional work. I bring years of corporate experience, strong attention to detail, and a commitment to delivering accurate and dependable work. If you're looking for someone reliable to help keep your data, documents, and day-to-day administrative tasks organized, I'd be happy to work with you.

I’m Geri Maleck T. Broqueza, a BSBA graduate majoring in Financial Management (2010–2014) from Valenzuela, Philippines. I have a background in Accounting, Billing, and Data Encoding with hands-on experience in both Accounts Payable and Accounts Receivable processes. I specialize in Accounts Payable operations including PO & invoice matching, invoice processing, expense management, and vendor reconciliation. I have worked with accounting systems such as QuickBooks (Online/Desktop), Xero (for 3 months), and Epicor (Mallory), ensuring accurate and organized financial records. Throughout my experience with G&S Transport Corp., MFA Accounting Services, SC Homes Inc., Buildright Construction Corp. and Mallory Safety & Supply (as a freelancer here in Upwork), I have handled high-volume accounting tasks such as invoicing, reconciliation, subcontractor billing, petty cash management, and client coordination in fast-paced environments. I also have experience supporting project coordination tasks such as permit processing and operational documentation, which strengthened my attention to detail and organizational skills. I am committed, detail-oriented, and focused on delivering accurate, audit-ready accounting support. My goal is to contribute to a professional and efficient team where reliability and accuracy are valued.

🚀 Need a Reliable Virtual Assistant to Keep Your Business Running Smoothly? You're in the right place! I'm a versatile virtual assistant with experience in administrative support, bookkeeping, CRM management, and business operations. I help busy entrepreneurs and growing businesses stay organized, save time, and improve productivity. Here's how I can help: ✔️ Administrative Support ✔️ Bookkeeping & Accounts Management ✔️ Data Entry & Spreadsheet Management ✔️ Database & CRM Management (HubSpot, Salesforce, ServiceTrade) ✔️ Document Preparation & File Organization Tools I use: •CANVA *Chatgpt *System IO • HubSpot • Salesforce • ServiceTrade • Trello • DocuSign • Slack • OrgMeter • Equifax • CreditorWatch • Clear ACH I pride myself on being detail-oriented, organized, dependable, and committed to delivering accurate, high-quality work on time. Whether you need ongoing support or help with a one-time project, I'm ready to become a valuable part of your team. Let's discuss how I can help your business succeed!

Growing businesses don't struggle because of bookkeeping—they struggle because finance operations become inefficient as they scale. Manual invoice processing, disconnected systems, delayed reconciliations, inconsistent workflows and poor financial visibility can slow growth and consume valuable time. I help businesses streamline Finance Operations by optimizing Accounts Payable & Receivable (AP/AR), integrating ERP and accounting systems, automating financial workflows, and implementing standardized processes that improve accuracy, strengthen internal controls, and give business owners real-time visibility into their financial operations. Whether you're scaling an eCommerce business, managing multiple properties, or running a growing SaaS company, I build finance systems that are efficient, reliable, and designed to grow with your business. 🚀 𝗛𝗼𝘄 𝗜 𝗛𝗲𝗹𝗽 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 I partner with growing businesses to build finance operations that are efficient, scalable, and built for long-term success. Whether you need day-to-day financial support or a complete finance operations overhaul, I help simplify complex processes, improve visibility, and reduce manual work. ⚙️ 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 • Design and optimize end-to-end finance workflows • Improve month-end close processes and financial controls • Develop Standard Operating Procedures (SOPs) • Standardize finance processes across teams and entities • Strengthen internal controls and operational efficiency 💳 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗣𝗮𝘆𝗮𝗯𝗹𝗲 (𝗔𝗣) • Full-cycle AP management (PO & Non-PO) • Invoice processing, GL coding, and approval workflows • Vendor onboarding and supplier relationship management • Payment scheduling and spend management • Employee reimbursements and expense processing 💰 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗥𝗲𝗰𝗲𝗶𝘃𝗮𝗯𝗹𝗲 (𝗔𝗥) • Customer invoicing and billing • Collections and AR ageing management • Payment application and cash receipt reconciliation • Revenue tracking and customer account maintenance 🤖 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗦𝘆𝘀𝘁𝗲𝗺 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 • Automate invoice capture and document management • Streamline AP/AR workflows to reduce manual processing • Integrate accounting, banking, and operational platforms • Build automated Google Sheets dashboards and KPI reporting • Improve financial visibility through connected systems 📊 𝗕𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 • Monthly bookkeeping and financial maintenance • Catch-up and clean-up bookkeeping • Bank, credit card, and vendor reconciliations • Journal entries and month-end support • Financial reporting and administrative support 🏆 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 🇩🇪 𝗚𝗲𝗿𝗺𝗮𝗻 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 | 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗗𝗔𝗧𝗘𝗩 𝗨𝗻𝘁𝗲𝗿𝗻𝗲𝗵𝗺𝗲𝗻 𝗢𝗻𝗹𝗶𝗻𝗲 Supported a German eCommerce business in modernizing its finance operations by implementing email-based invoice processing with DATEV Unternehmen Online (DUO). Streamlined preparatory bookkeeping, standardized Accounts Payable documentation, improved collaboration with the external tax advisor (Steuerberater), and enhanced the accuracy and efficiency of financial document management. 🏡 𝗦𝗵𝗼𝗿𝘁-𝗧𝗲𝗿𝗺 𝗥𝗲𝗻𝘁𝗮𝗹 | 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Designed and implemented a connected finance ecosystem by integrating QuickBooks Online, Ramp, Clearing, Guesty, Breezeway, Vrbo, Booking,com, Chase Bank, and a centralized accounting inbox. Developed finance SOPs, automated invoice and receipt management, streamlined reconciliation workflows, and improved operational efficiency through connected financial systems. ⚙️ 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 Supported growing businesses by optimizing Accounts Payable and Accounts Receivable operations, automating financial reporting with Google Sheets dashboards, improving reconciliation processes, and implementing standardized workflows that increased financial visibility while reducing manual effort. 🛠️ 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 & 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗘𝗥𝗣 & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: NetSuite, QuickBooks Online, Xero, DATEV Unternehmen Online (DUO), R365 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗦𝗽𝗲𝗻𝗱 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Ramp, Bill,com, Tipalti, Stampli, Concur, Clearing, Wise, Quickpaid, Wire, ACH 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Guesty, Breezeway, Buildium, AppFolio, TurboTenant, Apartments,com, 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 & 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴: Google Workspace, Google Sheets, Microsoft Excel 💬 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗧𝗼𝗼𝗹𝘀: Google Chat, Slack, CRM tools If you're looking for a Finance Operations specialist who can optimize workflows, automate financial processes, and build scalable finance systems—not just maintain the books—I'd be delighted to discuss how I can support your business.

Experienced and highly-organized Bookkeeper and a Financial Analyst with 10+ year professional experience and a Bachelor Degree in Accounting Technology. Provides dedicated administrative support and work special projects. ✅ Skilled in meeting the deadlines, email management, oral and written communication, compiling and organizing data for invoicing as well as collecting and managing campaign data reporting using SAP Business One and QuickBooks Online ✅Categorization, Clean up & Catch Up, Bank Reconciliation, Adjusting Journal Entry, and Financial Reporting are my forte. ✅ Process Accounts Payable for payroll, medical billings, Purchase Orders (Items or Services) and for needed payments for the suppliers and service contractors. ✅ Process payments. ✅ Strong attention to details. ✅ Knowledgeable of Generally accepted accounting principles or GAAP ✅ Doing replenishments of the revolving funds of the company. ✅ Project Management. ✅ Responsible for recording Capital Expenditures of the company. ✅ Recording non-current assets and fixed assets and its depreciation monthly. ✅ Recording of operational costs of the company and the allocation to its affiliates. ✅ Preparing Financial Statements monthly, interim and annually for audit preparation ✅ Entering all income and expenses in the accounting system (SAP ERP, QuickBooks Online) accurate and precise based on actual supporting documents. ✅ Garnering three consecutive years of having 96% on performance appraisal ✅ Commended and endorsed as a Team Leader ✅ Most trusted person by handling critical and confidential tasks. ✅ Able to navigate Microsoft Excel (expert in using Privot Table, Data validation, VlookUp, etc.) ✅ Able to navigate Google Suites, QuickBooks Online, Notion, Monarch Money, LastPass, Bill.com If you are looking for a passionate and reliable assistant to any administrative tasks feel free to connect with me. I am highly organized person and willing to do the tasks. Very keen to details with less supervision. Enthusiastic and eagerness that drives her to finish the tasks on time or as early as possible. A team player and willing to be trained at any field of tasks or job.