"Get more than just numbers—gain a trusted ally in your financial journey!"
I understand that managing your finances can feel overwhelming. I’m here to change that. As your dedicated accountant and bookkeeper, I’m not just crunching numbers—I’m a steadfast partner, committed to understanding your unique business needs and empowering your financial journey.
Why Partner with Me?
• Personalized Attention: I take the time to understand your business needs and goals, and recognize your unique financial situation making solutions to your accounting needs.
• Clear and Transparent Communication: I believe in keeping things simple and straightforward ensuring you always feel confident in your financial decisions.
• Proactive Support: I’m here to help you stay ahead. I anticipate your needs and help you prepare for the future, turning financial challenges into opportunities.
• Expertise You Can Count On: With years of industry experience, I bring insights and strategies that help you thrive, not just survive.
• Building Trusting Relationships: I’m here to build a lasting relationship. Your success matters to me, and I’m dedicated to supporting you every step of the way.
Accounting Services Offered:
• Bookkeeping
- Daily Transaction Management: Keep track of all incoming and outgoing transactions with precision.
- Accounts Payable/Receivable: Manage invoices, payments, and collections efficiently to maintain healthy cash flow.
- Bank Reconciliation: Ensure your records align with bank statements for accuracy.
- Accounts Reconciliation: Ensure your records reflects the correct balance figures.
• Financial Reporting
- Monthly, Quarterly, and Annual Statements: Detailed financial reports, including balance sheets, income statements, and cash flow statements.
- Custom Reporting: Tailored reports to provide insights into specific areas of your business for better decision-making.
- Performance Analysis: Regular reviews to assess financial health and performance against industry benchmarks.
• Cloud Accounting Solutions
- Cloud-Based Software Setup: Implementation of modern accounting software to improve efficiency and accessibility.
- Real-Time Financial Tracking: Access your financial data anytime, anywhere for informed decision-making.
Accomplishments and Skills:
• Passer - Cost Accounting (Certified Accounting Technician Level 2)
• Passer - Bookkeeping (Certified Accounting Technician Level 1)
• Member Institute of Certified Bookkeepers (MICB)
• Member National Institute of Accounting Technicians (NIAT)
• NCIII Certified Bookkeeper
• Knowledgeable in Cloud-Based Software: Quickbooks, Google Drive, Google Sheets, Google Forms, Canva, MS Teams, Zoom, and Messaging Apps
• Proficient in Microsoft Software; Word, Excel, Powerpoint
• Leadership, Teamwork, Time Management, Public Relations, Effective Communication
Choose a partner you can trust. Together, we’ll navigate the numbers, turning challenges into opportunities.
Experience: 2 - 5 years
Reconciling various chart accounts including but not limited to cash, banks, assets, receivables, inventories, payables, expenses, shipments, and other accounts.
Experience: 2 - 5 years
Reviewing the financial statements; trial balance, balance sheet, income statements and cash flow
Experience: 5 - 10 years
Engaging in the company’s daily transactions and accounting processes; encoding, invoicing, billing, inventory monitoring, purchasing, receiving, sales monitoring, and collecting. Preparing accrual and deferral entries for controllable expenses. Preparing insurance amortization and asset depreciation every month and provide updated schedules. Maintaining the accounting records of two companies, with seventeen branches and deliver the reports
Experience: Less than 6 months
Experience: 5 - 10 years
Handling other business-related transactions like creating business letters and business forms, and online mailings with clients and suppliers. Handling other business transactions like banking, entertaining clients' concerns, and processing business permits and documents under the supervision of the Accounting Head. Managing the company’s employees’ benefits; SSS, Philhealth, and Pag-ibig. Transacting and attending seminars in compliance with the Bureau of Internal Revenue, City Business Bureau, and other government regulatory agencies.
Experience: 2 - 5 years
Experience: 5 - 10 years
Directing and assisting Junior Staff Accountants and reviewing their output for financial reports Leading, mentoring, and managing high-performing collection team, fostering a collaborative and results-driven work environment.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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