Highly organized, reliable, and detail-oriented Virtual Assistant with experience supporting executives, managing tasks, and providing exceptional remote administrative support. Strong background in finance and tax-related work as an Enrolled Agent (EA) and Certified Bookkeeper. Certified ClickUp Power User and AI Expert, skilled in streamlining workflows and maximizing productivity. Available for immediate temporary or short-term assignments.
Key Skills
Email & calendar management
Data entry, file organization, and document preparation
Client communications and customer support
Basic bookkeeping & financial record management
Research and reporting
ClickUp project management & workflow automation
Microsoft Office Suite, Google Workspace, Slack, Zoom, Asana
Quick learner with excellent attention to detail
Professional Experience
Virtual Assistant / Administrative Support – Freelance | Remote
Jan 2023 – Present
Managed scheduling, correspondence, and task organization for busy professionals
Prepared documents, spreadsheets, and presentations with high accuracy
Supported team operations, including onboarding new clients and managing internal workflows
Assisted with financial documentation and tax-related administrative tasks
Enrolled Agent / Tax Administrative Support – Self-Employed | Remote
Jan 2021 – Present
Prepared and reviewed tax-related documentation for clients
Managed sensitive financial information securely and accurately
Supported clients with routine inquiries and financial record keeping
Education & Certification
Enrolled Agent (EA) – 8/13/2021
Certified Bookkeeper – 12/21/2019
Bachelor of Science, Major in Accountancy – 7/2011
ClickUp Power User Badge
ClickUp AI Expert Badge