
Herbert
QuickBooks Cleanup, Reconciliation and Support
Skills

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Work experience
Bookkeeping & Accounting Support
US Based CPA Firm • Freelance
Feb 2025 - Present • 1 yr 4 mos
Completed full-year cleanup and reconciliation of the CPA firm’s books Categorized transactions and reconciled bank and credit card accounts Supported bookkeeping for multiple client accounts under CPA supervision Maintained clean, organized records ready for CPA review Followed firm SOPs to ensure accuracy, consistency, and proper documentation Assisted with ongoing bookkeeping tasks and financial organization for clients
Virtual Assistant
30 Second Explainer Videos • Freelance
Dec 2016 - Feb 2024 • 7 yrs 2 mos
Managed client communication, email inboxes, and scheduling. Handled documentation, file structures, and naming conventions. Created admin workflows to streamline tasks and reduce errors. Coordinated with internal teams to track tasks and send follow-ups. Supported light bookkeeping and financial-document organization. Improved document-handling workflows through systematic templates.
Administrative & Digital Support Specialist
Various US Clients • Self-employed
Jan 2017 - Dec 2023 • 6 yrs 11 mos
Managed and organized large digital file systems, ensuring proper documentation and audit- ready recordkeeping. Handled documentation-heavy tasks with a high level of accuracy and consistency across multiple clients. Provided administrative support including data entry, workflow coordination, and content/file maintenance. Maintained structured digital records, updated online platforms, and supported general business operations. Coordinated timelines and deliverables while managing multiple concurrent projects in a remote environment. Delivered detail-oriented work requiring precision, confidentiality, and strong organizational skills.