Certified QBO ProAdvisor | Member of QBO ProAdvisor Platinum |
I have been working in the Accounting Profession for nearly 8 years in the Philippines. During this time, I have gained experience in both the corporate world (5 years) and freelancing (3 years). Here are some of the relevant experiences I have had in freelancing:
1. Accounting and Taxation Firm in Dickson TN (Senior Accounting Manager):
>Clean-up and Catch-up of different books EXPERT
>Utilized QBO/QB Desktop to record various client transactions
>Prepared Financial Statements based on client's bank/credit card statements and other necessary documents
>Sales Tax processing
>Preparation of 1099
>Tax return preparation (1040, Sch. C, 1065, 1120 & 1120-S)
>Monthly Financial Statement preparation
2. Clothing Franchise in UT, TX, AZ, NV, OK, ID (Bookkeeper/Accountant):
>12 Franchise (Store Owner) & 4 Corporate Account
>Utilized QBO for recording transactions.
>Utilized Square for recording sales transactions.
>Utilized Venmo for recording sellers payout.
>Management of AR and AP(Corporate Account)
>Montly computation of Franchise & Other Fees & Sales Tax to Store owners.
>Monthly Accrual of Sales, Sellers Payout, Royalty Fee payable, Sales tax payable & Rent(Franchise Account)
>Monthly Financial Statement preparation both for the Franchise and Corporate account
3. Transportation Business (Stretcher & Wheelchair Service) in Metairie LA (O
-----------ll Accountant):
>Utilized QBO for recording transactions.
>Management of AR and AP(
Bill.co-----------lio)
>Handled tasks such as creating and sending sales invoices, applying receipts and bank deposits, managing bills, categorizing expenses through bank feed, reconciling bank and credit card accounts, processing contractors' payroll, managing client
emails, and more.
>Email Management including collection of AR to customers
>Monthly Financial Statement preparation
4. Amazon (E-Commerce) in TX (Bookkeeper):
>Utilized QBO & Synder for recording transactions.
>Monthly Bank & Credit Card Reconciliation
>Monthly reconciliation of Synder-created account (clearing account)
>Monthly Financial Statement preparation
5. Property Management in LA & CA (Accountant):
>Worked with QBO and Appfolio
>Responsibilities included encoding bills and invoices, setting up recurring expenses, processing receipts and bank deposits, bank reconciliation, computation of management fees and owner's draw, managing properties and owners, lease renewals, registering tenants for resident benefit package charges, processing payroll, and other related tasks
6. Digital Marketing in Dickson TN (Project Accountant):
>Worked with Xero
>Main responsibility involved monthly bank reconciliation
7. QBO Coach here in the Philippines - I offer coaching services for QuickBooks Online. You can find more information about it on my
Facebook page:
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>facebook .com/
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Regarding my internet accounts, I have two stable and well-functioning connections:
Primary: CONVERGE FIBERX – speeds ranging from 100mbps to 300mbps
Secondary: PLDT Home FIBER – speeds ranging from 100mbps to 300mbps.
I live in Metro Naga, where power interruptions are extremely rare. In the unlikely event of a power outage, I have a standby 5.5KVA power generator.
As for my computer setup, I have one laptop and one desktop computer, both equipped with 16GB RAM and i5 11th Generation processors.
Additionally, I have an HP Monitor that serves as my second screen.
