GERALDINE T.

Hi, I’m Geraldine, an MSP Senior Billing Specialist with experience in billing operations, invoice management, account reconciliation, and financial processes across MSP and legal environments. I help businesses streamline billing operations, improve invoice accuracy, and maintain efficient financial workflows using ConnectWise PSA, NetSuite, MYOB, SAP, QuickBooks, Xero, MyCase, and LegalEase. With extensive experience supporting Managed Service Providers (MSPs), I manage the complete billing lifecycle—from contract administration and recurring invoicing to account reconciliation, licensing billing, WIP review, and financial reporting. I also have experience supporting legal billing operations, including case-related invoicing, estate planning matters, and claims submission. I have hands-on experience supporting Managed Services, Professional Services, Fixed Price, and Time & Materials (T&M) contracts, as well as legal case and estate planning billing. I work closely with operations, sales, finance, and legal teams to resolve billing discrepancies, validate charges, maintain accurate records, and ensure invoices and claims are processed accurately and on time. By providing reliable billing support and process improvements, I help organizations reduce revenue leakage, strengthen financial controls, improve billing accuracy, and free up internal teams to focus on client service and business growth. Services I Offer: • MSP Billing Management (Recurring, T&M, Fixed Price) • Legal Billing & Case-Related Invoicing • Estate Planning Billing Support • Claims Preparation & Submission • Contract & Agreement Administration • ConnectWise PSA Billing & Reconciliation • NetSuite Billing & Financial Operations • MyCase & LegalEase Billing Support • Sales Orders & Cloud Licensing Subscriptions & Renewals (AWS, Azure, Microsoft 365) • Work-in-Progress (WIP) Review & Cleanup • Client Account Reconciliation • Invoice Processing & Revenue Validation • Billing Discrepancy Investigation & Resolution • Financial Reporting & Dashboard Management If you’re looking for a detail-oriented billing specialist who can support both MSP and legal billing operations, improve billing accuracy, streamline financial processes, and help maintain efficient cash flow, I’d be happy to discuss how I can help.