I specialize in cleaning up messy books, managing monthly bookkeeping, and helping small business owners stay on top of their finances—especially in real estate, e-commerce, and online coaching.
I’ve worked with more than 10 businesses, providing reliable bookkeeping services tailored to their industry. My role is to help them focus on growth while I handle the numbers.
Here’s a breakdown of my experience:
Handled real estate bookkeeping from the ground up, including setting up QuickBooks Online, managing 290+ transactions, cleaning up partner capital transfers, commingled personal/business expenses, and providing accurate reports for high-revenue firms.
Supported an e-commerce and digital course business by organizing ad spend, managing multiple payment platforms, and reconciling transactions for clear monthly reporting.
Managed monthly reconciliations and financial tracking for a fitness and coaching business, bringing financial clarity and timely reporting.
Completed a full clean-up for a creative services company, covering a year and a half of transactions. Investigated missing receipts, categorized all transactions, and transitioned them to monthly maintenance.
Experienced in setting up QuickBooks and Xero accounts, customizing the chart of accounts, connecting bank feeds, and organizing historical data.
Provide monthly financial reports including Profit & Loss, Balance Sheet, and Transaction Lists to help clients stay ready for tax season and make informed decisions.
My Background & Training:
Associate Degree in Business and Accounting Technology
QuickBooks ProAdvisor Certified
Trained through an Online Bookkeeping Masterclass
Mentor at a bookkeeping school for Filipino freelancers
Whether it’s monthly maintenance, catch-up bookkeeping, or setting up your books from scratch, I bring structure and clarity to your finances.
Let’s work together so you can stop stressing about your books—and get back to running your business.
Verified
