I help business owners, coaches, consultants, and small teams keep their finances organized through accurate bookkeeping, bank reconciliation, cash flow tracking, invoice monitoring, and monthly financial summaries.
With a strong background in banking operations, I bring accuracy, confidentiality, and financial discipline to every task. My experience includes handling financial transactions, reconciliation, compliance, confidential client data, and account servicing. I also have hands on experience supporting business operations, expense tracking, payment monitoring, and financial record organization.
I am detail oriented, reliable, easy to communicate with, and comfortable working remotely. I use tools such as Xero, Stripe, PayPal, Google Sheets, Microsoft Office, Notion, Slack, Canva, and Google Workspace.
Experience: 5 - 10 years
Confident in using Xero to support bookkeeping and financial admin tasks, including bank reconciliation, income and expense categorization, invoicing, accounts receivable and payable tracking, payment monitoring, and preparing organized financial records for reporting.
Experience: 5 - 10 years
Experienced in maintaining organized bookkeeping records, tracking income and expenses, reconciling bank and digital payment transactions, monitoring cash flow, and preparing clear financial summaries for business decision making.
Experience: 10+ years
Advanced user of Microsoft Excel for organizing financial data, creating detailed reports, tracking income and expenses, building structured spreadsheets, analyzing records, and supporting bookkeeping, reconciliation, budgeting, and business decision-making.
Experience: 5 - 10 years
Managed end to end Accounts Receivable workflows with high accuracy, from tracking invoices and monitoring incoming payments to reconciling records and proactively resolving outstanding balances.
Experience: 5 - 10 years
Experienced in reconciling bank and payment records by matching transactions against bookkeeping records, verifying balances, identifying discrepancies, and maintaining accurate, organized financial data for reporting.
Experience: Less than 6 months
Streamlined billing operations by accurately creating, dispatching, and tracking invoices, while maintaining meticulous billing records to ensure zero discrepancies in payment status.
Experience: 2 - 5 years
Experienced in preparing clear financial summaries and reports that help business owners understand income, expenses, cash flow, and overall financial activity. I organize financial data into simple, easy-to-read reports to support better business decisions.
Experience: 2 - 5 years
Skilled in using Google Sheets to organize financial data, track income and expenses, create reports, manage records, use formulas, and maintain clean, accurate spreadsheets for bookkeeping and business operations.
Experience: 2 - 5 years
Analyze financial data to identify critical income and expense trends, translating complex numbers into structured, scannable summaries. I provide executives with clear visibility into cash flow performance and highlight key areas requiring strategic attention.
Experience: 2 - 5 years
Utilize Power BI to design foundational dashboards, charts, and visual reports; successfully translated complex financial data into scannable summaries for tracking cash flow and business performance.
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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