Profile Summary

I hold a Bachelor of Science in Accountancy and have 14 years of experience working in the banking sector as a Client Service Associate and Accounting Assistant. Over the past year and currently, I have been working as a Bookkeeper for various companies. My passion for accounting and my eagerness to learn drive me to assist business owners effectively through QuickBooks and Xero. Numbers are my friends, and accounting is my true passion. As a Certified Bookkeeper, I help business owners by addressing their financial needs and providing customized bookkeeping services through QuickBooks or Xero. Services Offered: Accounting & Bookkeeping System Setup and Automation Data Migration/Conversions Books Cleanup/Catch-Up Financial Analysis Cashflow Budgeting/Forecasting Inventory, AR/AP Management Tax Planning & Preparation Payroll My extensive banking experience includes providing top-notch client support, building strong relationships, and handling comprehensive accounting tasks with accuracy and compliance. In my role, I have managed a wide range of responsibilities, from transaction processing to financial reporting, ensuring exceptional service and support to clients. I have completed a month-long workshop on bookkeeping with QuickBooks Online and Xero, working with real case studies to gain practical knowledge. I am skilled in handling clients' financial records, including uploading bank transactions, bank categorization, reconciliation, creating sales invoices, managing accounts receivable and payable, and preparing balance sheets and profit and loss statements. Additionally, I have completed a US Taxation course covering Form 1040 Federal Income Tax, QuickBooks Payroll (FUTA, FICA, SUTA, FIT, SIT taxes), and QuickBooks and Xero migration. I am knowledgeable about third-party apps that integrate with QuickBooks and Xero, such as Hubdoc, Bill.com, Gusto, A2X, Fathom, and Saasant. Recently, I finished a project for a US client, setting up their account from October 2023 to June 2024, performing data entry, creating Excel template computations/programs, and providing monthly bookkeeping services. I am excited to be a part of your team and work together to achieve more. For more information please contact me below. Email Address: [email protected] WhatsApp: +639234547052

Software Expertise

• A2X
• Bill.com
• Canva
• ChatGpt
• GoogleSheets
• Gusto
• Hubdoc
• Quickbooks Online
• SaasAnt
• Slack
• Xero

Certifications

• Quickbooks Online Proadvisor
• Xero Adviser Certified
• Xero Payroll Certified