Open to opportunities

Traci Morgan

@tracimorgan

Office Manager with QuickBooks and remote operations experience, delivering accurate bookkeeping and responsive customer support.

United States

Message

What I'm looking for

I’m looking for a role where I can manage remote office operations and customer communication, use QuickBooks for accurate invoicing and bookkeeping, and keep workflows organized in a supportive team focused on quality service.

I’m a results-driven office and operations professional with hands-on experience supporting teams and clients across remote administration, customer support, and healthcare settings. I’m highly organized and thrive in virtual environments where accuracy, responsiveness, and efficiency matter.

In my most recent role as an Office Manager, I remotely handled administrative work including invoicing, estimates, and QuickBooks transactions. I also managed customer communication through email and phone, ensuring timely, clear responses, while keeping digital files organized and audits-ready.

I bring strong operational leadership from earlier management roles, where I led and trained team members, coordinated schedules, managed inventory and vendor relations, and resolved customer issues. I’m comfortable using cloud-based tools and office platforms to support daily workflows, documentation, and reporting.

My background also includes caregiver experience and healthcare-adjacent work, which strengthened my attention to detail, confidentiality, and patient/client-centered service. I’m known for reliable problem-solving and a commitment to quality—whether I’m supporting office operations or assisting with day-to-day care.

Experience

Work history, roles, and key accomplishments

Current

Caregiver

Current

Private Client

Aug 2023 - Present (2 years 10 months)

Provided personalized in-home care, including assistance with daily activities, personal hygiene, and mobility support. Administered medications, monitored health conditions, and reported changes while preparing meals and managing household tasks.

Home Care Medication Management Mobility Companionship & Emotional Support Care Notes Reporting

Office Manager

Cole's Custom Dirt Work

Aug 2021 - Mar 2023 (1 year 7 months)

Remotely managed administrative operations, including invoicing, estimates, and QuickBooks transactions. Handled customer communication by email and phone, processed payroll, maintained digital files, and coordinated schedules using cloud-based tools.

Quickbooks Invoicing Payroll Processing Scheduling Microsoft Office Google Workspace Data Entry

Assistant Manager

Fikes Wholesale Inc

Oct 2018 - Nov 2021 (3 years 1 month)

Led and trained team members to support smooth daily operations and ensured compliance with company policies. Managed inventory and supplies, handled vendor relations, resolved customer complaints, and supervised grocery and deli stock while supporting scheduling and data tracking.

Inventory Management Vendor Relations Order Processing Data Tracking Grocery & Deli Stock Management

Shift Supervisor

Velasquez Group LLC

Mar 2014 - Jul 2018 (4 years 4 months)

Supervised and trained team members while reinforcing safety procedures and supporting day-to-day operations. Managed pharmaceutical supplies and merchandising, processed financial transactions, and maintained inventory accuracy while tracking records in Microsoft Office.

Safety Procedures Inventory Accuracy Money Orders Checks Handling Microsoft Office

Restaurant Manager

Garrisons Country Corner

Mar 2012 - Sep 2014 (2 years 6 months)

Oversaw restaurant operations, including supply ordering, scheduling, and bank deposits. Recruited, trained, and managed staff, processed payroll, ensured policy compliance, and maintained vendor relationships while optimizing inventory levels.

Restaurant Operations Recruiting Deposits Vendor Management Policy Compliance Inventory Optimization

Caregiver

Interim HealthCare

Jan 2011 - Jan 2012 (1 year)

Assisted patients with daily activities, mobility, and personal hygiene while supporting meal preparation and errands. Maintained patient records with confidentiality and used digital tools to log progress and care schedules.

Patient Care Mobility Support Errands Digital Care Scheduling