BSBA – Financial Management
University of San Jose - Recoletos
I’m a dedicated and detail-oriented bookkeeping professional with a passion for helping small and mid-size businesses stay financially organized and efficient. With several years of remote experience serving U.S.-based clients across a range of industries, I’ve developed a strong grasp of their financial workflows and expectations — and I take pride in delivering accurate, reliable bookkeeping support that helps business owners make informed decisions.
I work primarily with QuickBooks Online, using it daily to record transactions, reconcile accounts, manage invoicing, and track payments. I complement this with careful record-keeping and documentation — often using tools like ClickUp and Google Drive — ensuring that all financial data is organized, transparent, and easy to access.
What I bring to each client is more than just bookkeeping: I offer clarity, consistency, and peace of mind. Whether you need transaction tracking, accounts receivable follow-ups, cleanup of past records, or ongoing maintenance — I’m committed to keeping your financials clean and up-to-date, so you can focus on growing your business.
I believe good bookkeeping is the backbone of a stable and scalable business. I’m driven by a strong sense of responsibility, confidentiality, and professionalism. I value clear communication, punctuality, and a proactive approach to solving problems — especially when dealing with payments or account discrepancies.
Beyond the numbers, I’m someone who values integrity, trust, and long-term collaboration. I treat every client relationship as a partnership. When you work with me, you get a dependable team member who cares about your success and treats your business finances as if they were my own.
If you’re looking for a reliable, detail-oriented bookkeeping professional to support your financial operations long-term — I’d love to connect and explore how I can help.
University of San Jose - Recoletos
Prepare reports on missed payments for accurate financial tracking.
Monitor and identify failed payments for resolution.
Contact clients regarding overdue payments and provide assistance.
Set up auto-payment arrangements through various payment gateways.
*Contacting the patient about the appointment
*Contacting the nurse about their availability
*Following up with the patient about the nurse visit
*Confirming with the nurse if they visited the patient
*Encoding all the information gathered from the patient and nurse visits
*Checking the patient's chart
*Scheduling MD appointment
* Provide product/service information by answering questions
* Identify customer’s needs and offers solution-oriented options
* Take orders by obtaining and verifying information.
*Track the boxes
*Ask the movers about the update of the boxes
* Improve quality results by recommending changes
*Contacting the vendors about the orders.
*Scheduling with the deliveries
*Processing orders with the vendors
* Sales/Support
* Email/SMS and Live Chat Management
* Experience using Zendesk and CRM
Recorded and categorized daily financial transactions in QuickBooks Online with accuracy and consistency.
Maintained organized financial records, including invoices, receipts, and payment documentation.
Reconciled bank accounts and payment platforms such as Stripe and PayPal to ensure accurate balances.
Created and sent invoices, verified billing details, and posted customer payments promptly.
Assisted with accounts receivable follow-ups to support timely payments and positive cash flow.
Researched and resolved billing and payment discrepancies in collaboration with clients.
Prepared weekly financial updates and reconciled transaction summaries for management review.
Managed financial documentation using ClickUp, Google Drive, and internal filing systems.
Recording what money comes in and flows out of a business, such as payments from customers and payments made to vendors.

Trisha is an outstanding team member. She is enthusiastic and always ready to lend a hand when help is needed. She digested the knowledge base for our program quickly and was recommended to our logistics department by me, the Director of Customer Experience because of her ability to adapt and pick up on new processes quickly. She is a joy to work with, and we look forward to bringing her back. Well done, Trisha!

Hi Trish, so sorry to hear this but of course I want what is best for you. You will be missed.
We will get somebody in place to take over your duties - so would love your help during the transition to get the new person up to speed.