Joann D.
Certified Bookkeeper & Executive Assistant | QuickBooks, Xero
Hi, I'm Joann — a Certified Bookkeeper and Executive Assistant with 5+ years of experience helping small business owners stay financially organized and operationally efficient. I specialize in cleaning up messy books, keeping your cash flow clear, and taking the admin work off your plate — so you can focus on growing your business. 📊 Bookkeeping & Accounting Invoicing & accounts receivable management Bank and credit card reconciliation Financial reporting & books cleanup QuickBooks Online/Desktop · Xero · SAGE 🗂 Executive & Admin Assistance Email and calendar management Data entry, file organization & document prep Research and personal assistance (bookings, errands, meal planning) Social media management Website updates — Squarespace & WordPress What makes me different? I don't just complete tasks, I anticipate what's next. My clients trust me because I'm proactive, detail-obsessed, and treat your business like my own. 📩 Message me directly or click "Schedule Meeting" for a free 15-minute consultation. I'd love to learn how I can support you!
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $12k
Billed in all: $63,371$63k
$1.7k in the last 6 months
Across 8 contracts
Across 29 contracts
Earnings, last 30 days
Skill rankings: Top 4% in Email Management
Ranked by MRR among everyone on Upwork with the skill.
- #7Bank Statement105 freelancers · 🇵🇭 #2Top 7%🇵🇭#2 of 24
- #92Accounting Software1,270 freelancers · 🇵🇭 #18Top 7%🇵🇭#18 of 309
- #141Data Migration1,443 freelancers · 🇵🇭 #11Top 10%🇵🇭#11 of 127
- #156Accounts Receivable Management1,799 freelancers · 🇵🇭 #46Top 9%🇵🇭#46 of 497
- #177Email Management4,968 freelancers · 🇵🇭 #77Top 4%🇵🇭#77 of 2,289
- #194Calendar Management4,894 freelancers · 🇵🇭 #73Top 4%🇵🇭#73 of 1,947
- #256Financial Reporting2,681 freelancers · 🇵🇭 #39Top 10%🇵🇭#39 of 446
- #327Xero4,044 freelancers · 🇵🇭 #96Top 8%🇵🇭#96 of 1,314