I am a Certified Public Accountant from the Philippines with over 8 years of experience in audits, financial statement preparation, general accounting, bookkeeping, payroll and taxation. I am also an Accounting Manager which oversees the overall financial data of my Company and help strategize business financial decisions.
My passion is to help small and medium business owners using Quickbooks Online (QBO) and Xero in ensuring that their financial data is accurate and organized. More than the bookkeeping functions, I believe this is the first step for business owners to understand the true position and performance of the business financials to make informed business decisions. This is also aligned with my principle of maximizing the wealth of my clients that's why I am also currently taking up my Master's degree in Business Administration specializing in Financial Management.
I am experienced in using QBO and Xero from creating an account and data migration to producing organized and accurate financial reports. I can also adapt and learn easily to whatever system you use given my broad accounting experiences. I am also well-versed in using Microsoft excel and google sheets.
Here are the services that I can help you with:
?Maintain an accurate record of financial transactions
?Financial Statement Reporting
?QuickBooks Setup
?Xero Setup
?Bank and Credit Card Reconciliation
?Bookkeeping Cleanup/Catch Up
?Audit Review
?Budgeting/Forecasting
? Data Migration
?Third Party App Integration
?Conduct reconciliation of all accounts on an as needed basis
?Work hand-in-hand with your CPA
WHAT YOU CAN DO? Invite me to an interview and let us hop on a chat or call to discuss your current needs.
Thank you and I am excited to meet you.
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Your Bookkeeper and Adviser
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