Tracy Vaughan-Frederick
Bookkeeper, Executive Administrative Assistant, Notary Public - (RON) Certified
Portsmouth, VA 23701--
Professional Summary
Certified QuickBooks ProAdvisor and Bookkeeper with extensive remote and virtual
administrative experience supporting executives and managing financial operations across
diverse industries, including nonprofit organizations. Adept in QuickBooks Online/Desktop,
payroll systems (ADP, Paychex and QB PR), Bill.com, CRM platforms, and virtual
collaboration tools such as Slack, Zoom & MS Teams. Committed to and renowned for
upholding accuracy, confidentiality, and productivity in remote, fast-paced environments.
Authorized to work in the US for any employer.
Work Experience
Virtual Bookkeeper, Notary, and Executive Assistant
TVF Mobile Notary Plus LLC (Remote) March 2024 to Present
Maintained precise financial records, performed account reconciliations, and
managed payables and receivables for numerous clients.
Leveraged accounting software, including QuickBooks and Xero, to generate
financial reports and ensure compliance with tax regulations.
Optimized bookkeeping workflows for enhanced e iciency and minimized errors.
Executive support provided such as calendar management, travel arrangements,
and confidential correspondence.
Prepared detailed reports, presentations, and meeting materials with a focus on
discretion and accuracy.
E ectively prioritized multiple responsibilities in a dynamic, virtual setting.
Oversaw budgeting and fund management as Treasurer for the American Legion
Auxiliary, Dept. VA, Post 190, ensuring adherence to financial policies and
supporting board initiatives.
Delivered reliable mobile and remote notary services, upholding best practices and
state regulations.
Provided high-quality virtual receptionist and customer service support, utilizing
platforms such as QuickBooks, ADP, Bill.com, government-certified payroll
systems, Slack, and MS Teams.
Managed client communications, appointments, and service requests e iciently
and confidentially.
Handled sensitive document delivery as a Document Runner, ensuring timely and
secure handling of materials.
Bookkeeper (QuickBooks Expert) Contract Pilot Program
JDA TSG, New York, NY (Remote) — January 2025 to May 2025
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Assisted clients with QuickBooks Online (QBO) software management, addressing
inquiries and troubleshooting functionality issues.
Supported clients in managing accounts payable and receivable, ensuring timely
payments and collections.
Guided clients through bank and credit card reconciliations, maintaining accuracy
in financial documentation.
Facilitated the preparation of monthly financial reports, summarizing income,
expenses, and cash flow for management.
Assisted in annual budgeting by analyzing historical data and forecasting future
expenditures.
Explained and aided in the implementation of e icient record-keeping systems to
optimize bookkeeping processes.
Identified discrepancies or errors in financial records, resolved issues, or provided
direction on corrective actions.
Educated clients on the importance of leveraging accounting software, such as
QuickBooks, for accurate financial data entry and tracking.
Full Charge Bookkeeper, Executive Assistant, Notary
Buckner Plumbing, Inc., Knoxville, TN — February 2018 to March 2024
Administered accounts payable and receivable, maintained accurate records, and
reconciled accounts monthly.
Prepared and analyzed financial reports, including balance sheets, income
statements, and cash flow statements, while managing general ledger entries.
Supported annual budgeting by delivering comprehensive financial data and
statements.
Introduced process automation in bookkeeping, reducing manual errors and
increasing e iciency through platforms like QuickBooks Online.
Built and maintained relationships with vendors, resolved billing discrepancies, and
negotiated payment terms.
Ensured compliance with tax regulations and timely submission of sales tax
payments.
Identified cost-saving opportunities and contributed to significant business growth
through strategic budgeting and process improvements.
Managed payroll for all employees—including certified payroll for government
contracts—using QuickBooks Payroll and ADP.
Provided ongoing sta training on bookkeeping with best practices to improve
financial literacy and compliance.
Delivered comprehensive administrative support, including executive calendar
management, travel coordination, and confidential document handling.
Coordinated projects, managed o ice operations, and developed systems for
streamlined document management.
Served as a liaison and facilitator between executives, sta , and external partners.
Played a key administrative role during mergers, acquisitions, and other corporate
activities.
Implemented e icient expense reporting, document preparation, and
communications practices to optimize operations.
Education
Woodrow Wilson HS – Class of ‘91’
Norfolk State University (NSU) – Some College
Skills
GAAP, Financial reporting, budgeting, analysis
QuickBooks Online/Desktop, ADP, Paychex, Bill.com
Accounts Payable and Receivable, Monthly Bank & Credit Card reconciliation
Payroll processing and reconciliation
Virtual collaboration (Slack, Zoom & MS Teams), Remote Tech, Cyber Security
Data entry and document management
Financial maintenance, budgeting, and compliance
O ice administration, vendor relations, and customer service
Microsoft O ice Suite, Google Workspace
Time management and organizational skills
Attention to detail, discretion, and confidentiality
Certifications and Licenses
Intuit QuickBooks (Jan 2020–Present)
QuickBooks Desktop Edition: Advanced (Sept 2018–Present)
QuickBooks Online ProAdvisor Level 2 (Apr 2025–Apr 2026)
QuickBooks Online ProAdvisor Level 1 (Jan 2025–Apr 2026)
In-progress: QBO Bookkeeping Certification
Notary Public — Commissioned for the Commonwealth of VA (July 2022–Apr 2026)
Traditional and Electronic Notary Public Endorsements
Additional Information
Links:
www.linkedin.com/in/tvfmobilenotaryplusllc (LinkedIn)
https://www.credly.com/users/tracy-vaughan-frederick (QuickBooks Certification)
https://www.tvfmobilenotaryplusllc.com/ (Web Profile)