U.S.-based business owners get accurate books, tax-ready financials, and nothing falling through the cracks — that is what working with me looks like.
With 18+ years across BPO enterprise finance, microfinance bookkeeping, and 7+ years running my own profitable SME, I bring owner-level thinking to every client engagement — not just task execution.
What I handle for clients:
- Full-cycle bookkeeping and general ledger management
- Month-end close, account reconciliation, and financial statements
- IRS Schedule C & E preparation and CapEx classification
- CPA-ready financial packages built from scratch
- Budget planning, variance analysis, and P&L reporting
- BIR tax compliance (1601E/C/F, 2550, VAT reconciliation)
- QuickBooks Online and Xero bookkeeping and migration
- AI-enhanced workflows using Claude AI, ChatGPT, and Zapier
Certifications: QBO ProAdvisor | Xero Advisor | AFP Financial Planning | BSc Commerce, Management Accounting (Dean's Lister)
Currently supporting a former CEO, Magazine Publisher, and Property Owner in the Bay Area, CA across financial operations, IRS tax preparation, and executive workflows.
If your books need to be clean, your taxes need to be ready, and you need someone who treats your business like it matters — connect with me or visit
linktr.ee/assistbyanne.
