I'm a QuickBooks Online Certified ProAdvisor, Xero Advisor Certified, holder of a National Certificate III in Bookkeeping and a Management Accounting graduate, with hands-on experience supporting both Philippine-based businesses (7 years) and U.S. clients remotely (2 years).
Here’s how I can support you
*Financial Cleanup & Setup: Comprehensive QBO/Xero setup, Chart of Accounts optimization, and multi-year historical cleanups.
*AR/AP & Cash Flow Management: Rigorous payment monitoring, weekly follow-up systems, and vendor bill processing.
*Project-Based Accounting: Automating invoice trackers and progress reports for 30+ active projects (T&M and Lump-Sum).
*Payroll & Compliance: Gusto-to-QBO mapping, wage reclassification, and professional license/COI tracking.
*Operations & SOPs: Standardizing accounting workflows by authoring detailed SOPs to reduce manual errors.
The Results (Social Proof):
*Recovered $180K+ in unpaid invoices in a single month via a structured follow-up system.
*100% Billing Accuracy maintained across 30+ complex service projects using Harvest and Excel.
*Audit-Ready Systems: Led full-year reconciliations for Stripe, PayPal, and bank accounts to ensure 100% revenue reporting accuracy.
My Technical Toolkit:
*Accounting: QuickBooks Online (Certified ProAdvisor), Xero (Advisor Certified)
*Operations: Harvest, Gusto, Pipedrive CRM, Notion, CellStore.
*Productivity: Advanced Excel & Sheets (Financial Trackers), Google Workspace, ChatGPT.
Experience: 2 - 5 years
Conducted bank, credit card, Stripe and Paypal reconciliations to ensure consistency between records and statements.
Experience: 2 - 5 years
Local bookkeeping in the Philippines. Here are the services done: Data entry of various transactions into Microsoft Excel; Monthly preparation of financial statement; Filing of documents (vouchers, receipts, etc.); Encoding sales and purchase receipts for VAT, Non-VAT, Petty Cash, Salaries and Employees’ Contributions; Processing business registration and permits; Monthly encoding of transactions in MYOB software for financial statements; Managing bank transactions; and Releasing and filing petty cash vouchers
Experience: 2 - 5 years
Local and online bookkeeping experiences: Recorded financial transactions in Excel, ensuring accuracy and compliance; Prepared monthly financial statements, including balance sheets and income statements; Conducted bank, credit card, Stripe and PayPal reconciliations to ensure consistency between records and statements; Maintained organized filing system for receipts, invoices, and financial documents; Analyzed financial data to identify trends and assist in budgeting processes; and Created Excel spreadsheets for tracking expenses and cash flow management.
Experience: 6 months - 1 year
Online bookkeeping experiences: Recorded and tracked financial transactions using Google Sheets for real-time access; Developed and maintained a systematic filing system for receipts and financial documents; and Collaborated with team members using Google Sheets for shared access and real-time updates on financial data.
Experience: Less than 6 months
Experience: 6 months - 1 year
Conversion, importing, recording, and categorization of data; Posting of cash receipts and vendor bills; Bank and credit card reconciliation; Organize company files and other documents; Stripe and PayPal Reconciliation; and Navigate CellStore for inventory management
Experience: 6 months - 1 year
QuickBooks Online and Xero Certified
Experience: Less than 6 months
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