Elevate Your Numbers. Empower Your Business Decisions.

----------- De -----------------------, CPA
Finance Leader with 25+ years of Accounting,

Bookkeeping & Strategic CFO Advisory

Helping Start-ups, CEOs, and entrepreneurs turn financial data into smart decisions & profitable growth.

Are you experiencing any of these?

-Cash flow feels tight even when sales look good?
-Books are messy, delayed, or uncertain?
-You're unsure of your true margins & pricing?
-Taxes feel overwhelming or unpredictable?
-Profit isn’t matching the effort you’re putting in?
-You're wearing too many hats and finances drain your focus

If YES — you don’t just need bookkeeping

You need Financial Clarity + a trusted CFO partner.

We can Help you With :
-Bookkeeping & Accounting
-Xero & QuickBooks setup, organization & clean-up
-A2X + Shopify + Amazon + PayPal + Stripe integrations
-Bank, credit card & payment reconciliation
-AP & AR Management
-Inventory & COGS Tracking
-Accurate monthly & year-end financial statements
-CFO & Financial Strategy
-Cash Flow Planning & Forecasting
-Budgeting & Strategic Financial Modeling
-Profitability & Margin Analysis
-KPI Dashboards & Performance Reporting
-Tax & Compliance Planning (US, AU, UK + APAC)
-Financial systems automation for scale

Client Feedback Highlights :

“Lani has a Clear, structured and absolutely reliable. The financial visibility we gained changed how we run the business.”

“Lani is Not just a bookkeeper — a strategic partner. The insights provided helped us make confident growth decisions.”

“Lani is Professional, proactive, communicates well, and delivers beyond expectations.”

Why Businesses Choose to Work With Me :
-CPA + 25 years managing finance for local & international businesses?
-Expertise across eCommerce, SaaS, Property, Retail & Service-based industries? Strategic, calm, supportive — no judgment, just solutions?

Flexible partnership:
-Cleanup
-Monthly Support
-CFO Advisory
-Free Strategy Call to identify gaps & opportunities
-Ready to gain financial clarity & peace of mind

Send a message or book a call :-)

Let’s move you from confusion ? clarity ? control ? growth.

Where Bookkeeping Meets CFO Strategy

In Bookkeeping

Bookkeeper | Xero, QuickBooks & Financial Clarity Specializes in Bookkeeping
-Power Your Numbers. Strengthen Your Business.
-Certified Public Accountant (CPA)
-24+ Years Expertise in Accounting & Financial Operations
-Specialized in Xero, QuickBooks Online, Shopify, A2X, Stripe, PayPal
-Experience Serving US, AU, UK, CA, and APAC Markets
-Organized Books. Clear Financials.
-Confident Decisions.

Do These Sound Familiar

Books that never feel “up-to-date”
-Difficulty tracking real profit vs. revenue
-Confusion in tax compliance and reporting deadlines
-Unclear business performance month-to-month
-Time wasted managing numbers instead of customers

#bookkeeping#quickbooks#xero#taxfiling#bankreconciliation#excel#payroll#A2x#financialreporting#monthendclose#USaccounting#auaccounting#journalentries#financialplanning

• Certified Public Accountant | 18 years in Finance & Accounting | 5+ years in Managerial Role
• Full-Cycle Accounting & Financial Reporting
• Audited Financial Statements
• FP&A, Budgeting & Variance Analysis
• Data Modelling
• Cash Flow Forecasting
• ERP Implementations (MS D365/NetSuite)
• Internal Control & Compliance
• Cost Accounting & Inventory Management
• Payroll Processing

Experienced Financial Staff with a Knack for Accounts Receivable, Payable and Detail-oriented Entry-level Freight Virtual Assistant trained in freight brokerage and truck dispatching through hands-on coursework and simulations. Backed by strong experience in operation support, warehouse inventory, data entry, and email management. Skilled in Google Workspace, multitasking, client communication, and adapting quickly to new tools and fast-paced workflows.

Hi there! I'm a results-driven Acquisitions Analyst with hands-on experience in underwriting investment opportunities, automating dynamic pro forma models, and analyzing unlevered and levered returns. My background includes working on multifamily, mixed-use, and development projects, where I supported acquisition decisions through detailed financial modeling and market research.

Here’s what I can help you with:
- Real Estate Underwriting (Multifamily)
- Deal Screening
- Market Research
- Rent Roll, T12, Tax, and OM Analysis
- Deal Flow management
- Financial Analysis

Tools I Use;
Producitivity: Office365 and Gsuite
CRM: Termsheet
Data Analytics: RealPage

Send me a message today — I'd love to help you grow your portfolio!

I am a tech-savvy dedicated professional looking for a place to flourish my skills and learn more about my practice. I am confident that my experience, skills and work attitude will enable me to serve any firm with success.

I am a Certified Public Accountant from the Philippines with over 8 years of experience in audits, financial statement preparation, general accounting, bookkeeping, payroll and taxation. I am also an Accounting Manager which oversees the overall financial data of my Company and help strategize business financial decisions.

My passion is to help small and medium business owners using Quickbooks Online (QBO) and Xero in ensuring that their financial data is accurate and organized. More than the bookkeeping functions, I believe this is the first step for business owners to understand the true position and performance of the business financials to make informed business decisions. This is also aligned with my principle of maximizing the wealth of my clients that's why I am also currently taking up my Master's degree in Business Administration specializing in Financial Management.

I am experienced in using QBO and Xero from creating an account and data migration to producing organized and accurate financial reports. I can also adapt and learn easily to whatever system you use given my broad accounting experiences. I am also well-versed in using Microsoft excel and google sheets.

Here are the services that I can help you with:
?Maintain an accurate record of financial transactions
?Financial Statement Reporting
?QuickBooks Setup
?Xero Setup
?Bank and Credit Card Reconciliation
?Bookkeeping Cleanup/Catch Up
?Audit Review
?Budgeting/Forecasting
? Data Migration
?Third Party App Integration
?Conduct reconciliation of all accounts on an as needed basis
?Work hand-in-hand with your CPA

WHAT YOU CAN DO? Invite me to an interview and let us hop on a chat or call to discuss your current needs.

Thank you and I am excited to meet you.

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Your Bookkeeper and Adviser

With over 2 years of accounting and finance, I am eager to leverage my expertise in financial planning, forecasting, and data analysis. Proven ability to streamline processes using advanced Excel skills, resulting in improved efficiency and accuracy. Experienced managing day-to-day cash flow, budget development, expense monitoring, financial reporting, accounts payable and import operations.

I am a Senior Accounting and Bookkeeping Specialist with 18+ years of experience helping businesses streamline their finances, maintain compliance, and maximize profitability. Instead of hiring an expensive local CPA, you get corporate-grade financial expertise at a fraction of the cost.

Core Software Expertise:

ERP Systems: Microsoft Dynamics (AX, NAV, D365 Finance & Operations, Business Central)
Cloud Accounting: QuickBooks Online (QBO), Xero
Tax & Tech: TaxDome, Trello, Advanced MS Excel, Google Workspace, Hubdoc, Dext, Karbon, ADP, Toast, Microsoft Outlook, and Teams.

How I Can Help Your Business:

Clean-Up & Catch-Up: Bring months of overdue bookkeeping, bank reconciliations, and AR/AP up to date.
Financial Reporting: Deliver accurate, monthly balance sheets, P&L statements, and cash flow forecasts so you can make informed decisions.
Day-to-Day Management: Handle payroll processing, inventory tracking, and vendor payments seamlessly.
Process Automation: Build and implement efficient accounting procedures to reduce manual errors.

I operate with absolute honesty, data security, and precision. Let’s connect to take the stress out of your business financials.

I have been a business development professional for 9 years and an online sports book professional for 3 years. I focus on financial modelling, financial planning, mergers and acquisitions, copywriting, and financial reporting

Accomplished Chief Operating Officer with a strong track record in operations leadership, specializing in scaling systems, teams, and revenue for digital and Direct-to-Consumer (DTC) brands.Expertise in strategic leadership, operational efficiency, and financial management, with proven experience in budgeting, resource allocation, and revenue optimization that consistently drives profitability and sustainable growth. Recognized for building high-performance teams through strong leadership, mentorship, and performance management systems that improve productivity and organizational scalability. Experienced in digital operations, content
strategy, automation, CRM systems, and technology adoption to support fast-growing online businesses and e-commerce environments.Skilled in strategic partnerships, compliance, risk management, and crisis management, ensuring operational stability while protecting company assets and reputation. Maintains a strong customer-centric and data-driven approach, strengthening customer relationships, brand positioning, and long-term business sustainability.Overall, brings a leadership style focused on operational excellence, scalable systems, innovation, and revenue growth, particularly within digital businesses, e-commerce, and Direct-to-Consumer (DTC) organizations.

Helping businesses streamline operations, organize data, and improve efficiency.

Hi! I'm Monaliza, an Operations and Logistics professional with over 10 years of experience in warehouse management, supply chain operations, inventory control, procurement support, and team leadership.

Throughout my career, I have successfully managed daily warehouse operations, supervised more than 200 employees, coordinated the shipment of over 1,000 units per day, maintained inventory accuracy, prepared operational reports, and ensured that deadlines were consistently met.

I'm now bringing my operational expertise into the remote workspace, where I can help businesses stay organized, improve workflows, and support day-to-day administrative operations.

• Operations Coordination
• Logistics Support
• Supply Chain Administration
• Procurement Assistance
• Inventory Management
• Data Entry & Data Verification
• Excel Reports & Spreadsheet Management
• Order Processing
• Administrative Support
• Email Management
• Documentation
• Process Improvement
• KPI Reporting
• Team Coordination

I take pride in being detail-oriented, dependable, highly organized, and committed to producing accurate, high-quality work. I adapt quickly to new software and processes and enjoy learning new tools that help businesses operate more efficiently.

I help overwhelmed business owners get a real view of where the business is at any given point in time. 9 years into being an remote accountant and my biggest realization is that most business owners who do well with running the business have little to no time organizing their financial records (totally understandable). In most common cases, they do not realize how much they are missing out on opportunities by not being able to make decisions based on updated financial figures.

This led me into creating an effective system for busy CEOs that aims in providing timely financial reports. I design the system in an integrated way and will link most of your business activities into your accounting software, this way it wouldn't be dependent on your available time to submit documents to your bookkeeper (always a HUGE problem).

If this is something that you need to implement in your financial records, I'm very positive I can help you with it. Otherwise, I'd still love to hear other headaches you have with the accounting side of the business and I might have something in store to help you out. Schedule a quick discovery call with me and let's find out.

Need an EXPERIENCE ACCOUNTANT for the long haul?

- Over 5 years of proven accounting experience as a Certified Public Accountant.
- Managed excellent accounting teams for over 5 years.
- More than 20,000 hours spent utilizing spreadsheets and accounting software.
- Impeccable accuracy with 200,000+ lines of transactions entered.

Are you finding it challenging to maintain your financial records in an organized and up-to-date manner? What if there was an easier way to eliminate the hassle of reconciling, catching up, and generating financial statements?

I specialize in assisting business owners and entrepreneurs like you with their accounting and bookkeeping needs, allowing you to escape the time-consuming and monotonous tasks and instead focus on growing your business—the very thing you love doing.

Through my services, I've helped clients save money (and even earn more money!) while efficiently keeping their books updated in significantly less time.

If any of the following thoughts resonate with you, we could be a perfect match:
- "Tax season is approaching, and I need to reconcile and catch up on my books."
- "I'm not an expert in bookkeeping, and I simply don't have the time to fiddle around with software!"
- "I require someone capable of handling my books and getting it right on the first try."
- "I just want to dedicate more time to expanding my business."

By partnering with me, you can expect the following benefits:
- Bid farewell to the struggles of bookkeeping once and for all.
- Experience peace of mind knowing that I work efficiently without constant supervision.
- Make informed decisions for your business knowing that you are given accurate financial information about the status of your business.

And hey, consider me your new best friend—we can definitely be close pals.
With my extensive experience, I have meticulously recorded and analyzed thousands of financial transactions, resulting in clients with up-to-date and reconciled books, and of course accurate financial reports as well.

Honestly, accounting and bookkeeping are practically second nature to me.

If all of this sounds like an excellent fit for you, let's take the next step and have a chat.

For over 20 years, I have built a solid career in the corporate world, working across the shipping industry, a government agency, and an IT consultancy firm. My extensive experience covers General Accounting, Bookkeeping, Payroll, Finance, and Treasury functions.

I am highly proficient in Xero, MYOB, and Microsoft Office applications — particularly Excel (Pivot Tables and VLOOKUP). I take pride in my ability to work independently and maintain a positve attitude.

Although new to freelance work, I bring a wealth of corporate experience, professionalism, and commitment to delivering accurate and timely financial results.