Mitzi R.

I’m a QuickBooks & Xero certified Bookkeeper and Executive Assistant with a Bachelor’s degree in Accountancy and 5+ years of experience supporting executives, founders, and growing businesses. I combine accurate books with reliable day-to-day operational support — so you always know your numbers are right and your schedule is handled. Whether you need someone to manage your calendar and inbox, reconcile your accounts, or simply keep projects moving while you focus on growth, I bring the same attention to detail I used preparing financial reports and forecasts as a Financial Analyst at IBM. As your Executive Assistant, I handle: • Calendar and inbox management • Travel planning and coordination • Meeting preparation, documentation, and follow-up • Vendor and stakeholder coordination • Confidential file and document management • Project and deadline tracking As your Bookkeeper, I handle: • QuickBooks Online and Xero setup, cleanup, and monthly maintenance • Bank and credit card reconciliation • Invoice processing, expense tracking, and AP/AR support • Financial report preparation and budget monitoring • Data entry and record accuracy Tools I work in: QuickBooks Online, Xero, SAP NetSuite, Salesforce CRM, Microsoft Excel & Office Suite, Google Workspace, Trello, Asana, Slack, Zoom, Canva. I’ve supported operations and financial reporting at IBM, contributed to marketing data and reporting workflows, and currently support an executive team as their Admin Assistant. If you’re looking for one person who can keep your business organized and your books accurate, let’s talk about how I can help.