Bachelor of Science in Accountancy with 14 years of experience in the banking sector as a Client Service Associate and Accounting Assistant.
Current Role: Over the past year, I have been working as a Bookkeeper for various companies, driven by my passion for accounting and eagerness to learn
Certified Bookkeeper: I help business owners by addressing their financial needs and providing customized bookkeeping services through QuickBooks or Xero.
Services Offered:
Accounting & Bookkeeping
System Setup and Automation
Data Migration/Conversions
Books Cleanup/Catch-Up
Financial Analysis
Cashflow Budgeting/Forecasting
Inventory, AR/AP Management
Tax Planning & Preparation
Payroll
Extensive Banking Experience: My experience includes providing top-notch client support, building strong relationships, and handling comprehensive accounting tasks with accuracy and compliance.
Month-long Workshop: Completed a workshop on bookkeeping with QuickBooks Online and Xero, working with real case studies to gain practical knowledge.
Skills: Uploading bank transactions, bank categorization, reconciliation, creating sales invoices, managing accounts receivable and payable, preparing balance sheets, and profit and loss statements.
US Taxation Course: Covered Form 1040 Federal Income Tax, QuickBooks Payroll (FUTA, FICA, SUTA, FIT, SIT taxes), and QuickBooks and Xero migration.
Third-party Apps: Knowledgeable about apps like Hubdoc,
Recent Project: Finished a project for a US client, setting up their account from October 2023 to June 2024, performing data entry, creating Excel template computations/programs, and providing monthly bookkeeping services.
Finished an On the Job Training with MAB Financial Consulting Services from July-October 2024.
Excited to Join Your Team: I am eager to be a part of your team and work together to achieve more.
For more information, PLEASE SEE DETAILS BELOW:<8efe80624d780eba0c6493ec45140364
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Experience: Less than 6 months
I am a Certified ProAdvisor. Done workshop for 1 month with Xero Bookkeeping with Certificate and finished a case study about a US Client business uploading it on Xero Software.
Experience: Less than 6 months
A CERTIFIED PRO ADVISOR WITH EXPERIENCE IN SETTING UP THE CLIENTSQUICKBOOKS ACCOUNT AND ON-GOING BOOKKEEPING. Run a course for Bookkeeping with Quickbooks with Certification.
Experience: Less than 6 months
I have a US Client and started bookkeeping last April 12, 2024. Enrolled in an online course last Feb 1 to March 6 and will be enrolled again in an online course for a month startng June 3 to enhance my skills and knowledge about bookkeeping with Quickbooks and Xero.
Experience: 5 - 10 years
Done with an online course about US Taxation and Payroll with Certification. My knowledge in Accounting also includes payroll processing of overtime of employees inside the bank.
Experience: 5 - 10 years
As an accounting assistant, I believe I can also do this job. Our work in the bank includes using Microsoft Excel, Word, and Outlook.
Experience: Less than 6 months
I had training last Feb in Social Media Marketing. As Filipino, we are always using social media. I can use canvapro for the layout and other application.
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