Charrise D.

Experienced VA | Quickbooks Specialist | JobTread Specialist

⭐ Top Rated Plus | 8+ Years of Virtual Assistance | Accounting | Construction Management ⭐ Looking for a skilled and reliable Virtual Assistant for a long-term partnership? 🚀 Tech-Savvy & Efficient – Advanced internet & cutting-edge tools 💰 Cost-Effective Support – Maximize productivity while minimizing costs 🔒 Secure & Confidential – Your data is handled with the utmost care How Can I Help You & Your Business? 👇🏼👇🏼👇🏼 💡 Construction Project Management Support Specialized in helping construction companies streamline their processes with JobTread. ✅ JobTread Setup, Data Entry & Cost Group Mapping ✅ Vendor & Subcontractor Management ✅ Estimate, Change Order, & Proposal Preparation in JobTread ✅ Job Costing in JobTread ✅ Budget Tracking & Cost-to-Completion Reports 💡 Accounting & Bookkeeping Ensure accurate, compliant, and well-organized financial records while you concentrate on growing your business. ✅ Accounts Payable & Receivable ✅ Monthly Invoicing & Reconciliation ✅ Purchase Order Processing ✅ Annual Financial Statement Preparation ✅ Cash Flow & Budget Reporting 💡 Administrative & Business Support Your time is valuable—focus on innovation while I take care of the rest! ✅ Calendar & Email Management ✅ File Organization & Management ✅ Client, Supplier, & Subcontractor Coordination ✅ Calling Potential Leads & Follow-ups (Construction Industry Focus) ✅ Creation & Implementation of SOPs ⭐⭐⭐ JobTread-QBO Integration ✅ Seamless integration between JobTread and QuickBooks Online ✅ Syncing invoices, expenses, and payments ✅ Eliminate some manual entry tasks and improve financial visibility. ✅ Project integration between two systems ✅ Cost Code-Services Mapping ⭐⭐⭐ Buildertrend to JobTread Migration ✅ Detailed project migration including financials, project orders ✅ Vendors/Subcontractors and Customer information migration ✅ Documents/Photos migration for each project. ✅ High-level project migration. 💡 Tools & Platforms I Work With: ⭐ Quickbooks | Zoho Books ⭐ JobTread (Construction Management) ⭐ Asana | Trello | ClickUp | Pipedrive ⭐ Microsoft Office | Google Workspace ⭐ Slack | WhatsApp | Microsoft Teams ⭐ GoHighLevel 📅 Let’s discuss how I can help your business thrive! Book a call today. 🚀