Diana M.
Virtual Assistant | Bookkeeping & Accounting Support
Are you looking for a detail-focused, proactive Virtual Assistant who understands the numbers and workflows behind smooth business operations? With a strong foundation in 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠, 𝐛𝐢𝐥𝐥𝐢𝐧𝐠, 𝐚𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐯𝐞 𝐩𝐫𝐨𝐜𝐞𝐬𝐬𝐞𝐬, 𝐚𝐧𝐝 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐬𝐮𝐩𝐩𝐨𝐫𝐭, I specialize in helping small businesses and accounting professionals stay organized, compliant and efficient. I have spent the last few years supporting accounting teams and business owners across various industries, handling day-to-day financial tasks with precision, always with a strong eye for process improvement and clear communication. ✅ 𝐌𝐲 𝐂𝐨𝐫𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: Accounting & Bookkeeping Support. - Daily transaction entries, A/P & A/R tracking, bank reconciliations - Invoice generation, payment recording (Xero, QuickBooks, WHMCS) - Custom Chart of Accounts setup for industry-specific logic - Inventory control using FIFO/LIFO methods for small businesses - Payroll processing assistance, time tracking - Monthly reporting with graphs & actionable insights - Tax compliance support (Tax Specialist in Ecuadorian – VAT, Income Tax, SRI coordination) 🧩 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲 & 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻: - Calendar management, time blocking & smart appointment scheduling - Email and message handling in both English & Spanish - Clear presentation design (Canva), SOP creation, and process standardization - Remote team collaboration using Slack, Trello, ClickUp, Google Suite, Zoom, etc. - Translating and localizing content (EN<>ES) without losing message or tone - Efficient digital filing system setup (Google Drive, Dropbox, OneDrive) - Trackers & reminders to ensure nothing falls through the cracks - Confidential, reliable, and focused on continuous process improvement 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐋𝐢𝐤𝐞 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐖𝐢𝐭𝐡 𝐌𝐞: Reliable & Proactive: I don’t wait for problems to happen, I anticipate, organize and act. Bilingual & Diverse: I can seamlessly support English or Spanish-speaking teams and global clients. Detail-Oriented: I thrive in spreadsheets, dashboards, and accuracy-first environments. Team Player: I collaborate well with accountants, business owners, and creative or tech teams alike. Always Learning: I take a Kaizen approach; small continuous improvements matter. “I'm at my best when I support busy professionals, helping them optimize their backend operations while keeping financials clear, compliant, and stress-free.” 📌 Whether you need help managing your invoicing, streamlining your accounting support tasks, or delegating day-to-day operations, I'm here to step in with confidence and clarity. Let's make your operations more efficient, together. 🔗 Invite me to your job or send a message to discuss how I can support your business. Looking forward. Diana Moncada
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.1k
Billed in all: $9,581$9.6k
$1.5k in the last 6 months
Across 7 contracts
Earnings, last 30 days
Skill rankings: Top 12% in Data Entry
Ranked by MRR among everyone on Upwork with the skill.
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