Charrise D.

⭐ Top Rated Plus | 8+ Years of Virtual Assistance | Accounting | Construction Management ⭐

Looking for a skilled and reliable Virtual Assistant for a long-term partnership?

🚀 Tech-Savvy & Efficient – Advanced internet & cutting-edge tools
💰 Cost-Effective Support – Maximize productivity while minimizing costs
🔒 Secure & Confidential – Your data is handled with the utmost care

How Can I Help You & Your Business? 👇🏼👇🏼👇🏼

💡 Construction Project Management Support
Specialized in helping construction companies streamline their processes with JobTread.
✅ JobTread Setup, Data Entry & Cost Group Mapping
✅ Vendor & Subcontractor Management
✅ Estimate, Change Order, & Proposal Preparation in JobTread
✅ Job Costing in JobTread
✅ Budget Tracking & Cost-to-Completion Reports

💡 Accounting & Bookkeeping
Ensure accurate, compliant, and well-organized financial records while you concentrate on growing your business.
✅ Accounts Payable & Receivable
✅ Monthly Invoicing & Reconciliation
✅ Purchase Order Processing
✅ Annual Financial Statement Preparation
✅ Cash Flow & Budget Reporting

💡 Administrative & Business Support
Your time is valuable—focus on innovation while I take care of the rest!
✅ Calendar & Email Management
✅ File Organization & Management
✅ Client, Supplier, & Subcontractor Coordination
✅ Calling Potential Leads & Follow-ups (Construction Industry Focus)
✅ Creation & Implementation of SOPs

⭐⭐⭐ JobTread-QBO Integration
✅ Seamless integration between JobTread and QuickBooks Online
✅ Syncing invoices, expenses, and payments
✅ Eliminate some manual entry tasks and improve financial visibility.
✅ Project integration between two systems
✅ Cost Code-Services Mapping

⭐⭐⭐ Buildertrend to JobTread Migration
✅ Detailed project migration including financials, project orders
✅ Vendors/Subcontractors and Customer information migration
✅ Documents/Photos migration for each project.
✅ High-level project migration.

💡 Tools & Platforms I Work With:
⭐ Quickbooks | Zoho Books
⭐ JobTread (Construction Management) ⭐ Asana | Trello | ClickUp | Pipedrive ⭐ Microsoft Office | Google Workspace ⭐ Slack | WhatsApp | Microsoft Teams ⭐ GoHighLevel