I help small businesses maintain accurate financial records, streamline bookkeeping processes, and gain better visibility into their financial performance through Xero and QuickBooks.
QUALIFICATIONS:
• Certified Public Accountant (CPA)
• Xero Certified Advisor
• QuickBooks ProAdvisor Level 1 & 2
• Former Accounting Instructor, Holy Angel University, Philippines
• Former Bank Employee with experience in:
- Credit Investigation & Evaluation
- Loan Documentation
- Property Appraisal
- Financial Analysis
• Member, Philippine Institute of Certified Public Accountants (PICPA)
SERVICES OFFERED:
• Bookkeeping services for various types of small business enterprises using Xero and QuickBooks, to provide:
- Accurate recording of day-to-day business transactions.
- Maintenance of organized and reliable financial records.
- Audit support to ensure proper classification of transactions and accurate financial reporting.
- Assistance in keeping books updated and compliant with accounting standards.
• Xero & QuickBooks Setup and Optimization, which includes:
- Setup of Xero and QuickBooks for newly formed businesses.
- Customization and optimization of accounting software based on business needs.
- Configuration of chart of accounts, bank feeds, and reporting tools.
- Guidance in utilizing software features for efficient financial administration.
- Helping business owners gain real-time visibility into their financial performance and business operations.
• Individual or Project-Based Bookkeeping Support, which includes:
- Bank Reconciliation
- Invoicing and Billing
- Data Entry
- Transaction Audit and Review
- Accounts Receivable Management
- Accounts Payable Management
- Financial Records Review
- Other bookkeeping and accounting-related tasks
