ATTENTION: Digital Marketing Agencies, Digital Business Owners, Professionals, and Service Providers
Are your company books messy and unreconciled? Are your financial reports out of balance? To reconcile your books, you need someone to do that. A bookkeeper who knows how to do it. But the problem is your bookkeeper runs away. Your bookkeeper cannot present your reports on time. Your bookkeeper did not reconcile your bank accounts on time. Worse, you have no bookkeeper this time because you are too busy with your business. And the worst thing is, tax season is coming.
The more you think of it, the more you are stressed. Because let’s face it…at the end of the day, what matters is you have your books reconciled and your financial reports on hand. You know what is your business status.
Now, here’s the deal: What if you can grow your business while your books are updated? What if you can spend your time with your family while your reports are always on time? What if you know your business status every month and you are confident about where your business is heading to? How?
Have someone do the reconciliation. Have someone check your updates and hand you the reports on time. I noticed that most business owners sometimes do bookkeeping. They do this because they want to save on the cost. Some business owners ignore their books being messy, thinking that this can be resolved later.
Don’t get me wrong. There’s nothing wrong with doing your own bookkeeping and at the same time running your business. But remember your goal….GROW YOUR BUSINESS. You must have time to devote to growing your business, and at the same time, your books must be in order. Thus, to keep your business on top, you must have time to grow and make it expand.
Now, the ball is yours. If these things sound good to you, let's book a call ->
Professional Experience:
Owner| BeyondBooks Accounting | January 2020 - Present
· Helping Digital Marketing Agencies, Digital Businesses, and Other Service-based Businesses Achieve Their Target Profit by Understanding Their Numbers (Global).
· Bookkeeping
· Profit & Loss / Cash Flow Forecasting
· Financial Analysis
· Budgeting
· Payroll
· Other management reports
Book a FREE diagnostic call ->
Consulting Analyst (Contractor) | HBR Consulting | August 2018 – Present
- Department: Strategic Sourcing & Business Optimization | Research + Information Solutions for US/Global Law Firms- Data Analyses that are sourcing and supplier-related (e.g. Accounts Payable, Supplier Quotes, Proposals, Contracts, Invoices, etc.) using Microsoft Excel functions and Microsoft PowerPoint.- Support in developing Business Cases.
- Research of information needed by the Consultants/Managers.
- Remote work.
Finance Associate | Deutsche Knowledge Services Pte. Ltd. (Deutsche Bank Group) | April 2012 – July 2013
- Maintained Account ownership through Management Review Process, assuring that the Balance Sheet accounts comprising the Financial Statements will be substantiated.
- Ensured the proper assignment and allocation of Balance Sheet accounts to account owners based on ownership rules.
- Updated/revised the documentation of owned processes.- Responded to queries, handled disputes, and resolved issues by coordinating with different teams.
- Reduced the number of disputes. Reduced
Equity Research Analyst | FactSet Philippines, Inc. | June 2011 – April 2012
- Consistently included in the list of Top performers with a high-quality rating.
- Achieved an Outstanding (Level 1) rating for two consecutive employee appraisals.
- Responsible for the interpretation, analysis & updating of financial-related data on publicly traded companies from various sources.
- Produced error-free data within a specified time frame. The raw material is available to the analyst in the form of financial reports & statements of the companies, press releases, and news statements.
- Identified and implemented process improvement initiatives.
- Provided technical guidelines/ pointers involved in the task in relevance to the policies/work instruction manuals. Resolved Queries.
- Conducted and evaluated process audits on a regular basis and provided feedback to Analysts.
- Seen as an expert within the team. Assisted Team Leader in managing 20+ Analysts.
Equity Research Analyst | FactSet Philippines, Inc. | September 2009 – June 2011
- Same as the first five work descriptions and achievements listed above.
Junior Risk Analyst | JG Summit Holdings, Inc. | January 2009 – May 2009
- Evaluated Supplier accreditation papers and presented them to the authorized signatories during deliberation for approval.
- Organized and facilitated programs, sessions, and seminars which are supplier-related.
- Responsible for other administrative work.
Project:
Digital Marketer | Self-employed | November 2014 – Present
- Grew Sales from zero to six figures (PHP) in 12 months.
- Used different online marketing strategies to promote digital products to a targeted market. Here's to name a few:
- Instagram Marketing – Generated 10k followers for one account in just 3 months without paid advertising or bot. Total followers on all Instagram business pages: 73k (as of Jan 2018).
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Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 2 - 5 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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