You will get Accounts Payable Management, Virtual Assistance, CRM Management, QBO

Project details
What sets me apart is that I treat every engagement like a finance professional, not just a task handler. Before I touch a single invoice, I go through a structured onboarding process with every client to fully understand their approval workflows, payment cadence, compliance requirements, and systems — so nothing falls through the cracks.
I take the time upfront to map out the full AP function: vendor management, PO matching, month-end close, 1099s, reporting — the whole picture. That means fewer surprises, fewer errors, and a process that actually holds up as your business grows.
I take the time upfront to map out the full AP function: vendor management, PO matching, month-end close, 1099s, reporting — the whole picture. That means fewer surprises, fewer errors, and a process that actually holds up as your business grows.
Purpose
PersonalIndustry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Religion & Spirituality, Retail & Wholesale, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$250
|
Standard
$350
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 21 days |
Number of Revisions | 1 | 1 | 1 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
About Doris
AP & AR Analyst- Clean-Up, AP Management, Reconciliation, QBO
Omaha, United States - 9:08 pm local time
Results-driven Accounts Receivable and Payable Specialist with 20+ years of experience in high-volume, multi-entity environments, including extensive remote work. Proven expertise in full-cycle AR/AP, cash application, three-way matching, collections, vendor relations, dispute resolution, and payment processing. Highly detail-oriented with strong systems proficiency and a consistent track record of meeting deadlines, reducing outstanding balances, and maintaining accurate financial records.
Proven expertise in the following:
• Accounts Receivable
• Invoice Processing
• Cash Applications
• Payment Posting
• Collections
• Customer Account Reconciliation
• Bank Reconciliations
• Billing and Invoicing
• Credit Memos
• Aging Reports
• Payment Research and Resolution
• Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP)
• QuickBooks
• Data Entry
• Attention to Detail
• Time Management
• Communication
• Problem Solving
Software & Sytems
Microsoft Office (Excel, Word, Outlook)
QuickBooks
Sage Intacct
SAP
Oracle
HubSpot CRM
Salesforce
IsyEnergy
Citrix
Scan Docs
TMW
BOLO
TransFlo
Integra
AS400
SWIS
Liberty
CORA
Ramp
Paymode
Yardi
Vendor Cafe
Bill . com
Steps for completing your project
After purchasing the project, send requirements so Doris can start the project.
Delivery time starts when Doris receives requirements from you.
Doris works on your project following the steps below.
Revisions may occur after the delivery date.
Complete the Work
Do the work as agreed. Communicate progress through the Upwork contract workroom — all messages are logged and protect both parties.
