Hello! I’m an experienced freelance bookkeeper with certifications as a
QuickBooks Online ProAdvisor and Xero Advisor. I offer services including
system account setup, data migration, comprehensive bookkeeping, accounts
payable and receivable management, bank reconciliation, financial reporting,
tax preparation, payroll management, inventory management, and administrative support. My prior experience as a Tax Associate further enriched my skill set, where I prepared and filed tax returns, maintained tax organized records, and ensured compliance with tax regulations.
Driven by deadlines and a meticulous attention to detail, I am committed to
delivering accurate and efficient bookkeeping services tailored to your specific needs. I’d love to connect and discuss how I can support your financial management. Feel free to reach out via
bookkeeping together!
Experience: 2 - 5 years
Over the years, I have developed extensive experience using Microsoft Excel. . My expertise includes creating complex formulas and functions, designing pivot tables and charts for data visualization. This expertise enables me to efficiently handle diverse analytical tasks and streamline reporting processes.
Experience: 2 - 5 years
In my proven years of experience in tax preparation, filing, and compliance, I have efficiently managed the preparation and submission of individual and business tax returns. My expertise includes organizing financial documents, applying deductions and credits, and ensuring compliance with current tax laws. I handle complex tax scenarios with precision and stay updated on regulatory changes to maintain accurate and timely filings. My hands-on experience with various tax preparation has enabled me to streamline the filing process and improve accuracy. This background has equipped me with the skills to manage high-volume workloads effectively while maintaining a keen attention to detail and delivering exceptional service.
Experience: 2 - 5 years
Over the years, I have honed my time management skills through a variety of roles and responsibilities. I have developed the ability to prioritize tasks effectively, plan and schedule work to meet deadlines, and manage multiple tasks simultaneously. This background has enabled me to enhance efficiency, reduce stress, and consistently deliver high-quality results within set timeframes.
Experience: Less than 6 months
I have undergone rigorous training in Xero and achieved certification as a Xero Advisor. This training provided me with practical experience in using Xero’s core features, such as managing invoices, tracking expenses, and generating financial reports. I gained hands-on skills in setting up accounts, migrating data, and performing day-to-day bookkeeping tasks. This focused and intensive training has equipped me with the expertise to manage bookkeeping efficiently and accurately using Xero.
Experience: Less than 6 months
I have completed intensive QuickBooks Online training and earned certification as a QuickBooks Online ProAdvisor. During this period, I gained hands-on experience with QuickBooks Online’s key features, including managing financial transactions, generating reports, and configuring account settings. My training focused on practical application, enabling me to efficiently set up accounts, handle data migration, and perform essential bookkeeping tasks with accuracy. This rapid yet comprehensive learning experience has equipped me with the skills necessary to effectively manage bookkeeping for diverse financial needs.
Experience: 2 - 5 years
Throughout my career, I have developed a keen attention to detail, which has been crucial in ensuring accuracy and quality in my work. My experience includes meticulously reviewing financial documents, double-checking data entries, and identifying discrepancies or errors before finalizing reports and deliverables. I have consistently demonstrated precision in tasks such as data analysis, quality control, and compliance with standards and regulations. This focus on detail has allowed me to produce reliable and error-free results, contributing to overall success and operational excellence.
Experience: 6 months - 1 year
I have developed solid expertise in bank reconciliation by routinely matching bank statements with internal records. My responsibilities included identifying and correcting discrepancies, reconciling transactions, and ensuring that all financial data is accurately aligned. This experience has honed my skills in maintaining precise financial records and resolving reconciliation issues efficiently, contributing to reliable financial reporting and effective financial management.
Experience: Less than 6 months
I have gained practical experience in bookkeeping through hands-on work and training. This period has involved managing day-to-day financial transactions, maintaining accurate records, and preparing financial statements. I’ve become proficient in handling tasks such as reconciling bank statements, processing invoices, and tracking expenses. This intensive experience has allowed me to develop a solid understanding of bookkeeping principles and practices, ensuring accurate and organized financial management.
Experience: Less than 6 months
I have gained practical experience in billing, focusing on generating and managing invoices for services or products. My role involved creating accurate billing statements, tracking payment statuses, and handling adjustments as needed. I developed skills in monitoring accounts receivable, addressing billing inquiries, and ensuring timely collection of payments. This brief but intensive experience has enhanced my ability to manage billing processes efficiently and maintain organized financial records.
Experience: Less than 6 months
I have gained practical experience in invoicing, including generating, managing, and tracking invoices during my extensive training in bookkeeping. I have handled the creation of detailed and accurate invoices and monitored payment statuses. This brief but focused experience has sharpened my ability to ensure timely and correct billing, contributing to efficient cash flow management and financial record-keeping.
“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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