Remote Virtual Assistant & Bookkeeping Professional

JAN CORTEZ-SOULE

Alameda, CA ***** • 818-***-**** • **************@*****.***

SUMMARY

Experienced Administrative Professional and Bookkeeper with a strong background in customer service and office organization.. Proficient in QuickBooks, Quicken, and Microsoft Excel with a reputation for accuracy, confidentiality, and excellent client service. CORE COMPETENCIES

Customer Service • CRM• QuickBooks & Quicken • Google Sheets • Social Media • Budget Tracking • Calendar• Client Communication • Remote Office Technology EXPERIENCE

Gayna Radtke-EA – Berkeley, CA • Bookkeeper

Sept 2000 – Sept 2011

- Managed bookkeeping for 10+ Bay Area non-profits, including payroll, grants, and stipends.

- Maintained meticulous records and ensured compliance with funding requirements. Private Residence – Hollywood Hills • Personal Assistant/Bookkeeper Aug 2022 – Apr 2023

- Maintained QuickBooks for household expenses, reconciled accounts, and tracked budgets. Such A Voice – Remote • Administrative Coach

Jul 2016 – Present

- Utilize KEAP CRM and Google Docs to track student payments, invoices, and project budgets. EDUCATION

College of the Holy Names – Economics & Finance (2 Years Completed) Guildford School of Acting – Contemporary Acting Program (2-Year)

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