A graduate of Davao Oriental State University with a degree in Business, specializing in Finance and Financial Management Services. Most recently completed a Trainee role at Kajea's Keepers, gaining hands-on experience in bank reconciliations, generating Profit & Loss and Balance Sheet reports, and managing accounts using Xero and QuickBooks.
Holds Xero Advisor and QuickBooks Certified ProAdvisor certifications, with demonstrated skills in bank reconciliation, Balance Sheets, and Profit & Loss reporting. Motivated to deliver accurate and timely financial solutions to support business decision-making. Passionate about advancing expertise in remote bookkeeping while ensuring precise financial management for businesses.
I can assist you with:
• Set up Xero and QuickBooks accounts
• Customize and update the Chart of Accounts in Xero and QuickBooks
• Create and manage bank accounts within Xero and QuickBooks
• Upload and sync bank transactions in Xero and QuickBooks
• Handle multiple currency transactions in Xero and QuickBooks
• Generate and issue sales invoices in Xero and QuickBooks
• Record sales transactions and expenses accurately
• Categorize bank transactions for efficient reconciliation
• Perform bank reconciliation in Xero and QuickBooks
• Prepare and generate balance sheets and profit and loss reports
• Create and manage manual journal entries in Xero and QuickBooks
• Generate and issue credit notes in Xero and QuickBooks
• Record and process refunds in Xero and QuickBooks
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