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Hi, I'm John , a Virtual Assistant and Operations Specialist with 8+ years of customer support experience and 5+ years in leadership and back-office operations for U.S.-based companies. I help busy business owners and teams stay organized, accurate, and on top of their operations by taking admin, scheduling, CRM, and finance tasks off their plate. What I can help you with: Calendar management, appointment setting, and scheduling CRM data entry, auditing, and accuracy checks (GoHighLevel, Jobber, Housecall Pro, ClickUp, Booking Koala) Invoicing ,creating, submitting, and tracking payment status Customer service and client communication (email, chat, phone) Team coordination and workflow/process documentation Slack and project management tool support (ClickUp, etc.) Why work with me: 2+ years as an Operations Manager for a U.S. cleaning company, managing scheduling, dispatch, and quality control Recent hands-on experience auditing CRM data and handling end-to-end invoicing for U.S. clients 20+ person team leadership experience (Verizon Wireless, Uber Rides US) Detail-oriented , my recent roles are specifically about catching errors and keeping records accurate Reliable, organized, and comfortable working independently across time zones I'm easy to communicate with, quick to learn new tools, and genuinely care about helping your business run smoother. Let's talk about what you need and how I can help.

Overwhelmed by your accounting tasks? Let me help you! HIRE ME! 13 years of experience delivering accounting services. Developed several innovative finance tracking and auditing methods. In-depth knowledge on various accounting system such as Quickbooks online, Quickbooks Desktop, Xero, Zoho, Wave and Solo. Experienced Virtual Assistant / Executive Assistant Things that I can offer to help with your business: ⚡️ Taxation ⚡️ Bank Reconciliation ⚡️ Credit Card Reconciliation ⚡️ Analyzation of books of accounts ⚡️ Preparation of Audited Financial Statement ⚡️ Maintaining Books of Account | Bookkeeping ⚡️ Invoicing/Billing ⚡️ Payroll ⚡️ Preparation/Checking Journal Voucher and Liquidations ⚡️ Detail-oriented, efficient and organized professional with large experience in accounting system and principles, book-keeping practices, and financial accounting procedures. ⚡️ Ability to maintain strict levels of confidentiality in handling sensitive information. ⚡️ Computer Literate and Internet savvy with communication skills. Proficient in Microsoft Office including Excel, Word, and Power Point. ⚡️ Ability to balance workloads efficiently. Able to work in a constantly changing work environment. Able to learn programs and process quickly. ⚡️ Easy to learn how to use any accounting software I am excited to work with you and grow your business! Let’s Chat! *wink*

If you're looking for reliable back-office support and exceptional trades-related administrative needs, you've come to the right place. Administrative and operations professional providing a variety of virtual support including customer/client services, project management, administrative support, data entry, billing/invoicing, financial reporting, accounting reconciliation, and CRM management. With expertise in popular software such as Xero, SimPro, and other CRMs, Nica seamlessly integrates these platforms into your workflow, making quotes and invoices, accounts, and billing a breeze. By leveraging my knowledge and skills, I ensures that your financial processes are accurate and up-to-date. CRM tools ✅Simpro ✅Servicem8 ✅Aroflo ✅Hubspot ✅Fergus ✅Assignar ✅Jobber ✅Housecall Pro ✅Tradify ✅Groundplan ✅Service Titan ✅Procore ✅GeoOp Accounting Tools ✅Xero ✅Quickbooks ✅MYOB ✅Hubdoc ✅Dext/Receipt Bank ✅EzzyBills Property Management ✅PropertyMe ✅Property Tree ✅Palace ✅Property Guru by CoreLogic Project & Task Management tools ✅Asana ✅Trello ✅Airtable ✅Sunsama Communication tools: ✅Slack ✅Zoom ✅Microsoft Teams ✅Ring Central ✅Hangout ✅Zendesk Worked with employers from different industries ✅Electrical ✅Plumbing ✅Construction ✅Roofing ✅Solar ✅HVAC ✅Telecommunications Infrastructure ✅Flooring ✅Fire Maintenance ✅Hotel / Hospitality ✅Fitness and Sports ✅Mining ✅Laundry and Cleaning Services/Home Service industry ✅NDIS less

If you're looking for a reliable, detail-driven NDIS operations expert to streamline your backend, you're in the right place. With over 5 years of hands-on remote experience, I help Australian NDIS providers run smooth, compliant, and efficient operations - so they can focus on delivering quality care. 💼 What I Do: I’m a Remote NDIS Operations Specialist with a proven track record of supporting registered NDIS providers in managing their daily workflows, reducing errors, and meeting compliance requirements. 🔍 Core Expertise: Rostering & Scheduling - Creating optimized shift plans using tools like MYP, BrevityCare, VisualCare, ShiftCare, CareMaster, and Deputy Payroll & Bookkeeping - Processing payrolls in compliance with the SCHADS Award and tracking entitlements Billing & Claiming - Submitting bulk claims via PRODA / MyPlace and ensuring quick turnaround with minimal rejections Accounts Payable & Receivable - Managing invoices, reconciliations, and expense tracking using tools like Xero HR Assistance - Supporting with onboarding, timesheets, staff records, and compliance NDIS Legislation & Compliance - Staying updated with NDIS policies and applying changes to operations Admin Support - Managing email communications, documentation, and SOPs remotely 📈 Achievements: - Managed rosters for 500+ support workers, reducing scheduling conflicts by 20% - Achieved 96% first-time approval rate on over 1,000+ monthly NDIS claim submissions - Reduced payroll errors by 95% with strict SCHADS Award adherence - Supported NDIS audits by maintaining 100% up-to-date compliance documentation 💡 Why Clients Work with Me: I work independently and proactively, require minimal supervision, and bring maximum clarity to the backend of your business. With deep knowledge of the NDIS space, I don’t just "do tasks" — I bring systems thinking, problem-solving, and consistency. 🤝 Let’s Work Together: If you're an NDIS provider looking to delegate rostering, claims, payroll, or admin with full confidence, I’d love to connect. Let’s streamline your operations and support your team, so you can serve your participants better.

I help founders and small business owners turn operational chaos into systems that run without them: clean CRMs, documented workflows, automated follow-up, SOPs, and financial visibility that let the business scale instead of living in the owner’s head. I’m a Business Operations Consultant with 13 years of institutional financial operations experience across Raymond James, Itaú International Securities, and Boreal Capital Management. I came up in regulated finance, where process errors were not an option, so the systems I build are structured, accurate, documented, and built to last. What I help with: • Operations Systems CRM build-outs, pipeline cleanup, intake-to-delivery workflows, SOPs, task tracking, team handoff processes, and owner dashboards. • AI & Workflow Automation Zapier, AI-assisted workflows, follow-up automation, lead routing, reminders, reporting systems, and process improvements that reduce manual admin without sacrificing accuracy. • CRM & Business Systems HubSpot, Flowlu, JobNimbus, ClickUp, Google Workspace, QuickBooks, BILL, and other tools that need to work together instead of creating more work. • Financial Operations Visibility QuickBooks Online/Desktop, reconciliations, month-end support, BILL, 1099s, sales tax, reporting, and bookkeeping cleanup so your operations and numbers tell the same story. • Operations Audits & Cleanups I find where time, money, leads, tasks, and information are leaking, then build the system that closes the gap. I’ve supported operations across roofing, HVAC, cleaning, real estate, legal, medical, SaaS, FinTech, and other service-based businesses that grew faster than the systems holding them together. Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent Bilingual: Native English & Spanish Fully remote | U.S.-based in Miami | Responsive within hours Tell me where your operation is breaking down, and I’ll tell you exactly how I’d fix it, what should be automated, what should be documented, and what it takes to build it once so it stays fixed.

HubSpot Revenue Operations Certified HubSpot Social Media Certified DealCloud Platform Manager Certification - Advanced Functionality DealCloud Platform Manager Certification CRM, HubSpot RevOps & ERP Automation Specialist focused on improving revenue operations, CRM data quality, workflow automation, and operational efficiency. Experienced in DealCloud CRM, HubSpot, ERPNext, Python, JavaScript, and business process optimization across sales, customer service, and operations teams. I help organizations streamline processes, maintain clean and reliable data, reduce manual work, and build scalable systems that improve visibility, reporting, and decision-making. What I Can Help You With: 📋 HubSpot & DealCloud CRM setup, administration, and optimization 📊 CRM data imports, cleansing, validation, deduplication, and reporting 📈 Revenue Operations (RevOps), pipeline management, and data governance 🤝 Customer service operations, inbox management, and client communication support ⚙️ ERPNext customization (Client Scripts, Server Scripts, Custom Doctypes, Workflows) 🔁 Workflow automation using n8n, Python, APIs, and business process integrations 🐍 Python scripting and automation for operational efficiency 🌐 JavaScript enhancements for forms, UI, and client-side functionality 📊 Dashboard creation, KPI reporting, and operational visibility improvements 🛠️ CRM troubleshooting, system audits, and process optimization