I am a Certified Public Accountant (CPA) in the Philippines, Quickbooks Certified Pro-Advisor, experienced Xero Bookkeeper and lead generation specialist since 2012. Also, I opened my accounting firm both with one office-based staff and several remote staff (project-based).
With my wealth of experience and skill set, I can:
- serve you with accurate bookkeeping to give financial peace of mind
- improve efficiency to let you to focus on your core business
- provide expert insights to help you make informed financial decisions;
- provide solutions that let you stay on top of your books
WORK EXPERIENCE
() Virtual bookkeeper (since 2013)
- overall bookkeeping for all clients using Xero and Quickbooks
- inventory management using SKUVAult
- preparation of weekly sales reportsĀ
- submitted monthly and quarterly sales tax submissions per state
- reconciling A2X and bill.com accounts
- responsible for various data entry including purchase orders, inventory set-up, customer invoicing, bank reconciliation procedures, quarterly VAT returns and yearly preparation of accounts for audit
- monitoring receivables and aging of accounts, following up on almost due and past due accounts
- ad hoc duties
() Accounting Manager of a Group of Companies (Philippines)
- overall in-charge of the accounting department
- prepares and/or approves tax filings (monthly, quarterly or annually)
- prepares monthly and annual financial statements for management and regulatory reporting
- evaluates current internal control and accounting policies and recommends solutions or new systems to internal control weaknesses and bottlenecks
- approves daily vouchers including accounts payable, check voucher and journal voucher
- other ad hoc duties including preparation of certain statistics/study for operational use
() Senior Audit Associate at Reyes Tacandong & Co. (a member firm of RSM International)
- performs the external audit cycle from client acceptance or continuance to post-audit engagements
- performs business process reviews, tax and accounting engagments
- performs FS investigation and quality control review of financial statements under audit
- mentors audit associates regarding the audit cycle and the conduct of various assurance and tax engagements
OTHERS
- Freelance email list builder helping US companies in various industries in their marketing campaigns
- Freelance virtual assistant of a creative marketing agency based in NY; I handle certain web research and digital marketing campaigns
- Team Leader (Online Marketing) of a sales and marketing company based in the PH; handled around 20 staff responsible for lead generation and social media marketing
HOW CAN I HELP?
I am a freelance, certified Quickbooks Online Accountant with premium subscription to the ProAdvisor program. With the QBOA program, I can (even with Xero accounting):
- effortlessly manage work, from basic bookkeeping to preparing for year end, so I won't miss a deadline
- easily manage and communicate with clients including transfer of files and other relevant information
- organize and view contact info, assign and track projects, and collaborate with you and my team;
- built-in ProAdvisor program with access to product trainings for continuing professional education
Skills
- Quickbooks Online Certified ProAdvisor using QB Online Accountant to manage clients and theri needs
- proficient in using desktop-based and online accounting systems including Quickbooks and Xero
- adept in Google Suite/Drive and Microsoft excel including advanced formulas and data formatting, Slack, Quotientapp, Hubstaff, SKUVault
- sales tax filing per state
- proficient in multiple sources for data mining and leads list subscriptions
- excellent data formatting, both Excel and Google spreadsheet
- proficient Linkedin data mining and research
- excellent data verification using multiple platforms