Wendi Mae Evangelista

WENDI MAE EVANGELISTA BOOKKEEPER PROFESSIONAL SUMMARY Bookkeeper with a solid foundation in accounting and more than 2 years of practical experience from work, academic projects and internships, passionate about accuracy and working with numbers. Trained in Quickbooks and Xero, currently completing a Quickbooks internship to strengthen technical skills in reconciliation, data organization, and financial reporting. SOFTWARE PROFICIENCIES Quickbooks Online Xero Microsoft Office Google Suite Canva ChatGPT Stripe Slack DrChrono Billing Asana CLIENT INDUSTRIES Healthcare / Medspa Coaching Property Management Retail / Food Construction Ecommerce E D U C AT I O N Ateneo de Naga University Bachelor of Science in Business Administration Major in Financial Management and Accounting 2024 C O N TA C T I N F O R M AT I O N-Naga City, Philippines - Wendi Mae Evangelista PROFESSIONAL SKILLS Bookkeeping Bank and Credit Card Reconciliations Accounts Payable / Accounts Receivable Financial Reporting (US GAAP) Email Management / Client Communications Payroll Processing PROFESSIONAL SERVICES Bookkeeping Services Financial Data Entry: Enter and verify financial data with accuracy and timeliness, maintaining updated records that support accurate financial insights. Bank Reconciliation: Identify and resolve discrepancies promptly to ensure consistency and reliability across financial records. Basic Financial Reporting: Generate weekly, monthly, and quarterly reports including income statements, balance sheets, and A/R and A/P summaries to provide clients with actionable insights for strategic growth. Accounts Receivable/Payable Management: Manage invoices, collections, and payments while maintaining communication with vendors and customers to support healthy cash flow. Expense Tracking: Track and categorize expenses to improve budget accuracy and strengthen financial planning processes. Payroll Processing Support: Assist with payroll execution and record maintenance, ensuring accurate and timely compensation while supporting employee satisfaction. Client Communication: Remind clients of upcoming bills, overdue invoices, and payment schedules to maintain financial stability. Tax Preparation Support: Assist CPAs in preparing accurate and timely books for tax filing and compliance. WENDI MAE EVANGELISTA BOOKKEEPER PROFESSIONAL REFERENCE PROFESSIONAL EXPERIENCES Shelby Holliday, DNP, APRN, FNP-BC Founder and Chief Financial Officer Napa Valley Advanced Wellness- Business Virtual Assistant / Full-time Bookkeeper Napa Valley Advanced Wellness September 2024 - September 2025 PROFESSIONAL TRAININGS Completed a self-paced Shopify course 40-hour US Bookkeeping course with Quickbooks 30-day remote internship focused on Xero and Australian Bookkeeping Ongoing 30-day remote internship for the latest version of Quickbooks and US Bookkeeping P R O F E S S I O N A L C E R T I F I C AT E S Philippine Certified Bookkeeper Quickbooks Online ProAdvisor Quickbooks Payroll Xero ProAdvisor Xero Payroll Categorized and matched daily transactions in QuickBooks Online Managed daily accounts receivable and accounts payable Performed monthly bank reconciliations Completed month-end closing, including Stripe payout reconciliations Prepared books for CPA review Contacted vendors via phone and email for billing and payment coordination Filed receipts in Google Drive, OneDrive, and QuickBooks Online Processed payroll through QuickBooks Payroll Accomplishments: Supported financial decision-making by maintaining clean, updated books Processed payroll on time and without errors Automated Stripe reconciliations and streamlined bookkeeping processes Established recurring transactions and rules to improve efficiency Part-time Bookkeeper Her Best Life, LLC April - September 2025 Categorized and matched daily transactions in QuickBooks Online Recorded bills and invoices, monitored payment status, and notified clients of overdue and upcoming bills Filed and organized receipts in both company systems and QuickBooks Online Generated financial reports and created custom Google Sheets dashboards for directors Assisted in budgeting, forecasting, and expense tracking WENDI MAE EVANGELISTA BOOKKEEPER PROFESSIONAL EXPERIENCES PROFESSIONAL EXPERIENCES Project-Based Bookkeeper Rick’s Landscaping Services July 2025 Market Researcher Dynata Philippines, Inc. July - September 2024 Conducted a full cleanup project for a small landscaping business in Florida using QuickBooks Online. Corrected miscategorized expenses and matched undeposited funds to deposits. Tracked and recorded paid invoices and bills. Separated personal and business expenses. Reconciled payroll transactions in Gusto with financial records. Completed bank and credit card reconciliations from January to July 2025. Accomplishments: Automated bookkeeping processes for ongoing maintenance. Identified and tracked variances between tax return and balance sheet. Adjusted records to align with the bank register. Accurately tracked the cost of sales to improve financial reporting. Project-Based Bookkeeper Vanity Skincare June 2025 Performed a full cleanup of financial records from 2024 to 2025 in QuickBooks Online for a Philippine-based skincare business. Accomplishments: Organized and streamlined historical transactions for accurate reporting. Established recurring rules to minimize manual categorization. Prepared reconciled books ready for review and compliance. Conducted outbound calls to collect accurate survey responses for U.S.-based projects. Ensured data accuracy by verifying and recording respondent answers into the system. Accomplishments: Recognized as Top Performer of the Month for high productivity and quality standards. Accounting Tutor August 2023 - May 2024 Remotely taught non-accounting students from a prestigious university in Manila. Guided students through the basics of accounting processes during their practicum, including journal entries, ledgers, and preparation of simple reports. Accounting Staff Hatak Wholesale Trade Industry October 2021 - December 2023 Recorded daily sales and expense transactions. Conducted bank reconciliations and recorded invoices and utility expenses. Managed inventory records and tracked stock movements. Processed employee reimbursements. Assisted in manual filing of taxes. Accomplishments: Developed a bookkeeping system using Microsoft Excel to improve transaction tracking. Maintained accurate manual books of accounts (general ledger, receipts, and vouchers) to support compliance and audits.