Kish Santiago (General VA | Bookkeeper)

• Promoted from Customer Care Specialist to Accounting Associate within one year at Fathom HQ.
• Responded promptly to customer inquiries via email and chat using Intercom.
• Conducted support calls for users requiring additional assistance.
• Identified customer needs and provided guidance on software features.
• Invested time in testing scenarios to investigate and report product malfunctions.
• Updated internal databases with logs of technical issues and key customer interactions.
• Monitored social media platforms to address customer complaints effectively.
• Collected and communicated customer feedback to Product, Sales, and Marketing teams.

Mosaic Designs Labs | Digital Stream NZ | Signature Brows & Beauty | Domainate | Culture Home | Ottie Merino

Administrative and Operational Support

• Assisted Director with company operations, including setting reminders in ClickUp.
• Managed calendars, scheduled appointments, and coordinated travel and conference registrations.
• Filtered, sorted, and responded to important emails for efficient communication.
• Conducted online research and performed data entry tasks.
• Created, edited, and organized digital documents and various reports.
• Supported e-commerce operations, including processing returns, refunds, manual orders, product creation, and Shopify updates.
• Executed additional work-related duties and special projects as assigned.

Accounting and Bookkeeping:

• Reviewed and categorized receipts for all expenses and bank transactions in QuickBooks and Xero.
• Recorded payments in QuickBooks, ensuring alignment with records in Harvest.
• Managed client invoices by issuing new ones and following up on outstanding payments in QuickBooks.
• Drafted and discussed monthly payroll computations with Director for accuracy.

Project and Task Management:

• Established project assignments and task distribution for staff in ClickUp and Teamwork.
• Managed data collection and input processes within ClickUp, Monday.com, and Teamwork.com.
• Facilitated efficient organization of projects

Client and Proposal Management:

• Created and followed up on client proposals, enhancing project understanding.
• Oversaw onboarding procedures for new clients to ensure comprehensive integration.
• Collected crucial information from clients to support effective project management.

Customer Relationship Management:

• Managed CRM activities in Pipedrive and Hubspot, organizing contacts and entering business cards.
• Cultivated LinkedIn network to identify and connect with relevant partners.
• Followed up with recent contacts to strengthen relationships and enhance engagement.

Social Media and Marketing Support:

• Conducted comprehensive marketing research to identify trends and opportunities.
• Designed and edited images for social media campaigns.
• Scheduled and posted engaging content across various social media platforms.
• Crafted targeted marketing emails using Drip and Mailchimp.
• Assisted in developing general marketing strategies to enhance brand presence.

• Provided comprehensive professional and personal support to the Director.
• Managed Director's Outlook, responding to emails as needed.
• Coordinated calendars, scheduling in-person and Zoom meetings efficiently.
• Conducted online research on topics relevant to team and client needs.
• Created and maintained client accounts in HubSpot and Mailchimp effectively.
• Organized digital documentation, invoices, and company files systematically.
• Developed digital marketing proposals for clients using HubSpot and Canva.
• Oversaw onboarding process for new clients, ensuring smooth transitions.

• Utilized MYOB AccountRight and MYOB Essentials for all accounting transactions.
• Allocated customer payments efficiently.
• Generated and sent fortnightly and monthly client invoices.
• Produced weekly reports detailing paid and unpaid project deposits.
• Managed purchase orders while verifying invoicing status in MYOB.
• Recorded and allocated company expenses accurately.
• Reconciled bank, credit card, and line of credit accounts monthly.
• Established direct debit payments through Pay Advantage.

• Computed and prepared all Accounts Payable entries, vouchers, and checks.
• Entered financial information and payments to ensure timely supplier compensation.
• Reconciled company bank, credit card, and line of credit accounts.
• Safeguarded and reconciled petty cash fund to maintain accurate records.
• Conducted weekly internal audits with Accounting Officer to prevent cash misappropriation.
• Monitored daily gross and net sales recorded in Google Sheets for accuracy.
• Managed inventory of restaurant stocks, including kitchen and bar supplies; submitted detailed reports.
• Prepared financial statements in collaboration with external auditors to ensure transparency.

• Managed collection and updating of Accounts Receivables from customers and third parties.
• Prepared collection reports to assess status of outstanding balances.
• Issued and recorded official receipts and related documentation.
• Handled Accounts Payable journal vouchers and entries efficiently.
• Recorded journal entries for Expense Reports and petty cash reimbursements.
• Facilitated timely processing of financial transactions to maintain accuracy.