Trisian B.
Executive Assistant/Bookkeeper/Transcriber/Customer Service & Support
Overview 🧩 Virtual Executive Assistant | Bookkeeper (QBO Certified) | Project Manager | Go High Level Consultant With over 13 years of experience supporting entrepreneurs, small businesses, and growing teams, I specialize in helping clients stay organized, financially confident, and focused on what matters most. Whether it’s streamlining daily operations, keeping your books up-to-date, or managing projects from start to finish, I bring a proactive, detail-oriented, and empathetic approach to every task. What I Bring to the Table: ✅ Executive-level virtual assistance ✅ Xero, QuickBooks Online, and FreshBooks bookkeeping ✅ CRM & automation support with Go High Level, Pipedrive, HubSpot ✅ Project and team coordination via Asana, Trello, ClickUp, Basecamp, Monday.com ✅ Client onboarding & systems setup (Kajabi, HoneyBook, Kartra, Jobber, LMN) ✅ File, calendar, and inbox management ✅ Strong written and verbal communication ✅ Confidential, reliable, and fast to adapt I’m currently leveling up my Go High Level expertise to offer white label CRM support and help digital agencies and coaches fully automate their lead gen, sales, and client onboarding workflows. Let’s talk about how I can support your business behind the scenes, so you can focus on leading, growing, and thriving. Tools & Platforms I Work With 💻 Admin & Productivity: Google Workspace (Docs, Sheets, Calendar, Gmail) Microsoft Office & Office 365 Suite Dropbox | Slack | Zoom | Microsoft Teams | Telegram | WhatsApp HelloSign | DocuSign | PandaDoc | Adobe Acrobat Trello | Asana | ClickUp | Basecamp | Monday.com ChatGPT | Zapier | Keeper | Lastpass |Calendly 📊 Bookkeeping & Finance: Xero | QuickBooks Online | FreshBooks | Wave | ZohoBooks Gusto Payroll | Deputy | Clio | Karbon | Authorize.net |Practice Ignition | ERPNext | Odoo 🛠️ CRM & Automation: Go High Level | Pipedrive | HubSpot | Zoho CRM HoneyBook | Kartra | Kajabi | Mailchimp | ConvertKit Zapier | Automations & Workflow Setup 🧾 Project Management & Industry Tools: Buildertrend | Jobber | LMN (Landscape Management Network) ⚖️ Legal Practice Management Tools Clio Grow | Clio Manage | Practice Panther | MyCase | CosmoLex Smokeball | Filevine | Actionstep | Lexzur | Litify | BQE CORE Suite 🛍️ eCommerce & Platforms: Shopify | Etsy | Amazon | eBay 📱 Social Media & Marketing: Facebook | Instagram | Twitter | Meta Business Suite Canva (basic design tasks) Customer Support: Gorgias / Flodesk / Ring Central /
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $18k
Billed in all: $102,784$103k
$8.8k in the last 6 months
Across 134 contracts
Earnings, last 30 days
Skill rankings: Top 1% in Light Project Management
Ranked by MRR among everyone on Upwork with the skill.
- #7Light Project Management547 freelancers · 🇯🇲 #1Top 1%🇯🇲#1 of 7
- #65Task Coordination2,735 freelancers · 🇯🇲 #3Top 2%🇯🇲#3 of 30
- #92Accounting Basics2,774 freelancers · 🇯🇲 #1Top 3%🇯🇲#1 of 10
- #107General Transcription8,318 freelancers · 🇯🇲 #1Top 1%🇯🇲#1 of 50
- #112Google Docs8,007 freelancers · 🇯🇲 #2Top 1%🇯🇲#2 of 42
- #131Executive Support5,288 freelancers · 🇯🇲 #2Top 2%🇯🇲#2 of 46
- #135Scheduling6,335 freelancers · 🇯🇲 #1Top 2%🇯🇲#1 of 85
- #204QuickBooks Online4,703 freelancers · 🇯🇲 #1Top 4%🇯🇲#1 of 18