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.
