Seasoned bookkeeping professional and firm owner with over 28+ years of experience providing trusted financial and bookkeeping support for growing businesses. Currently leading a bookkeeping firm serving 50+ clients, with expertise in QuickBooks Desktop & Online, reconciliations, invoicing, reporting, account management, and financial organization.
Recognized for accuracy, reliability, and professionalism, I take pride in helping businesses maintain well-structured financial systems that support smoother operations and long-term growth.
Experience: Less than 6 months
Managed account reconciliations, ensuring accuracy and consistency across financial records. I reconcile bank statements, general ledger accounts, and subsidiary ledgers to confirm that all transactions are properly recorded and balanced. I identify and resolve discrepancies, analyze variances, and implement effective solutions specializing in managing complex accounts, handling high transaction volumes, and ensuring compliance with financial regulations. I streamline reconciliation processes through meticulous attention to detail and the use of technology, contributing to reliable financial reporting and better decision-making.
Experience: 5 - 10 years
Proficient in QuickBooks, with certifications from a comprehensive two-week training program. Experienced in managing accounts payable and receivable, tracking expenses, reconciling bank statements, processing payroll, and generating detailed financial reports. Skilled in utilizing QuickBooks to maintain accurate financial records, streamline bookkeeping processes, and ensure compliance with tax and regulatory requirements with expertise in supporting businesses by enhancing financial operations, facilitating informed decision-making, and improving overall efficiency.
Experience: 5 - 10 years
A dedicated sole proprietor with over 28 years of professional bookkeeping experience, managing a successful, personally-owned bookkeeping firm serving over 50 local clients across diverse industries. My expertise encompasses a wide range of services, including DTI (Department of Trade and Industry) registration, SEC (Securities and Exchange Commission) compliance, BIR (Bureau of Internal Revenue) tax services, business and building permits acquisition, annual tax payment (ATP) management, preparation of audited financial statements (AFS), annual income tax return (ITR) filing, and monthly contributions for PAG-IBIG, PhilHealth, SSS, and more. I have a proven ability to maintain precise financial records, ensure regulatory compliance, and streamline bookkeeping processes for maximum efficiency. My focus is on delivering exceptional service and tailored financial solutions to meet the unique needs of each client. Currently, I am seeking to expand my services to remote clients, emphasizing professionalism, reliability, and a commitment to excellence.
Experience: 5 - 10 years
Experience: Less than 6 months
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
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