INNATE SKILLS
As Accountant
Record-keeping: An accountant must keep accurate
records of financial transactions, including income,
expenses, assets, liabilities, and taxes.
Financial reporting: An accountant prepares financial
statements and reports that provide a clear picture of the
financial health of an individual or organization. These
reports can be used to make important financial decisions.
Budgeting: An accountant helps create and manage
budgets for individuals, businesses, or organizations. They
also provide advice on how to allocate funds in order to
meet financial goals.
Tax planning and preparation: An accountant helps
clients minimize their tax liability by identifying deductions
and credits that they are eligible for. They also prepare
tax returns and file them with the relevant authorities.
Auditing: An accountant may conduct audits of financial
records to ensure accuracy and compliance with relevant
laws and regulations.
Financial analysis: An accountant analyzes financial
data to identify trends, patterns, and areas of concern.
They may also provide recommendations for improving
financial performance.
Advising: An accountant may provide financial advice
to individuals or organizations, including investment
strategies, risk management, and financial planning.
As Real Estate Broker
Representing Buyers and Sellers: Real estate
brokers represent buyers and sellers in real estate
transactions, helping clients buy, sell, and rent properties.
Property Valuation: Real estate brokers perform
property valuations to help clients determine the value of a
property.
Marketing Properties: Real estate brokers develop
marketing strategies and promotional materials to market
properties and attract potential buyers or tenants.
Negotiating Deals: Real estate brokers negotiate deals
on behalf of their clients, including sales and lease
agreements.
I am a Certified Public Accountant and a Licensed Real
Estate Broker. I have been in the accounting field for 15
years and real estate for about 5 years. As of the
moment, I am incline to do virtual assistant job in a
freelance capacity. I am enthusiastic, self-motivated,
responsible and hardworking person. I can work with a
team and can adapt to all challenging situations. I am
able to work well under pressure, adhere to deadlines
and can work with less supervision.
A-1 Ultrabuilders Construction
Contractor
2012 - 2019
Key Responsibilities:
Project Management
Procurement and Vendor Management
Construction Planning and Execution.
Financial Management
Client and Stakeholder Management
Safety and Quality Control
Contract Administration
Legal Compliance
Bureau of Internal Revenue
Revenue Officer
1999 - 2012
Key Responsibilities:
Reviewing Tax Returns
Researching Tax Laws
Identifying Discrepancies
Conducting Audits
Resolving Disputes
Communicating with Taxpayers
Documenting Findings
Collaborating with Other Professionals
Providing Guidance: Real estate brokers provide
guidance and advice to clients throughout the buying or
renting process, answering questions and providing
information on market trends and regulations.
Coordinating Inspections: Real estate brokers
coordinate inspections, appraisals, and other necessary
services to ensure that transactions proceed smoothly.
Networking and Building Relationships: Real
estate brokers build relationships with clients, industry
professionals, and other stakeholders to generate business
opportunities and expand their network.
Staying Up-to-Date on Regulations: Real estate
brokers stay current on federal, state, and local regulations
related to real estate transactions to ensure compliance
and avoid legal issues.
Managing Contracts and Paperwork: Real estate
brokers manage contracts and paperwork related to real
estate transactions, ensuring that all legal and regulatory
requirements are met.
Providing Advisory Services: Real estate brokers
provide advisory services to clients, including financial
and investment advice, to help clients make informed
decisions about their real estate transactions.
Davao Review Center
Reviewer
2002 - 2006
Key Responsibilities:
Reviewer in Taxation
Reviewer in Cost Accounting
Reviewer in Management Advisory Services
University of Mindanao
Professor
1996 - 2004
Key Responsibilities:
Accounting Professor
Management Advisory Services Professor
Taxation Professor
As Virtual Assistant
Organization: VAs need to be highly organized in
order to keep track of multiple tasks, deadlines, and
schedules.
Communication:
VAs
must
have
excellent
communication skills to be able to communicate with
clients and team members effectively, both verbally and in
writing.
Bachelor in Accountancy
University of Mindanao
1992 - 1996
Masters in Business Administration
University of Mindanao
1999 - 2002
Adaptability: VAs should be able to adapt to changing
situations, as clients may have changing needs or
priorities.
Resourcefulness: VAs need to be able to find solutions
to problems independently, using the resources available
to them.
Attention to detail: VAs must be detail-oriented to
ensure that tasks are completed accurately and to the
client's specifications.
Time management: VAs need to be able to manage
time effectively to ensure that tasks are completed on time.
Technical skills: VAs must be proficient in using
technology and software, as they may be required to use
a range of tools to complete their work.
Customer service: VAs must be able to provide
excellent customer service, as they will be representing
their clients to customers or clients.
The Surge Marketplace Training Center
May 2023
Key Focus on:
Lead Generation
Email Marketing
Content Calendar
Facebook Automations
Facebook Ads & Marketing
Social Media Management & Marketing
Web Design Basics
Real Estate Basics
VISION
"My vision as a virtual freelancer is to provide highquality services to clients around the world,
leveraging the latest technology and innovative
solutions to help them achieve their goals. I see
myself as a trusted partner to clients, offering
reliable and efficient virtual assistance services that
help them save time, reduce costs, and improve
productivity.
I envision building long-term relationships with
clients based on mutual respect, trust, and
collaboration. I aspire to continuously improve my
skills and knowledge, staying up-to-date with the
latest trends and developments in the virtual
assistance industry. My ultimate goal is to become
a go-to virtual freelancer for clients in need of
exceptional
services,
renowned
for
my
professionalism, expertise, and dedication to client
satisfaction."
Certified Public Accountant
October 1996
Real Estate Broker
March 2014
REB Examination Top 6
Computer proficiency in using Microsoft Office such
as word processing software, spreadsheets, and
databases.
Knowledge
of
cloud-based
software
and
collaboration tools like Google Drive and Dropbox.
MISSION
"To provide high-quality virtual assistance services
to clients across different industries and help them
achieve their goals by offering reliable, efficient,
and professional support. I am committed to
building strong and long-lasting relationships with
clients, delivering work of the highest standard, and
continuously improving my skills and knowledge to
meet the evolving needs of the market. My mission
is to be a trusted partner for clients, providing
innovative solutions and contributing to their
success."
GOAL
"My goal as a virtual freelancer is to build a
successful and sustainable career by utilizing my
skills and expertise to provide high-quality services
to my clients. I aim to establish myself as a reliable
and trustworthy professional in my field and to
consistently deliver excellent work that exceeds my
clients' expectations. I will prioritize effective
communication, timely delivery, and continuous
learning to ensure that I stay competitive and
relevant in a constantly evolving marketplace.
Ultimately, I strive to achieve financial stability,
work-life balance, and a sense of fulfillment through
my work as a virtual freelancer."
Well-verse in communication tools like email, chat
applications, and video conferencing software like
Zoom, Skype, and Microsoft Teams.
Vast experience in social media platforms such as
Facebook, Twitter, LinkedIn, and Instagram.
Basic technical troubleshooting such as internet
connectivity issues, software installation, and email
setup.
Knowledge in basic website and content
management
platforms
like WordPress and
Canva.
E-commerce and payment processing PayPal, Stripe,
and Shopify.
English
Tagalog
Bisaya
GET IN TOUCH
298 Mayon cor. Bulusan Streets,
Central Park Subdivision, Brgy.
Talomo, Bangkal, Davao City,
Philippines 8000-
"Your Reliable
and Trusted
Remote
Worker."
Highly Reliable
Trustworthy & Honest
Hardworking
Resourceful
Work Under Pressure
Leadership
Multi-Tasking
Teamwork
Engr. Frecy P. Sanchez
-
Romeo Balgoa, CPA
-
John Frivaldo, CPA
-
