10 YEARS extensive accounting experience
Philippine CPA Board passer
ACCOUNTING ENTHUSIAST- loves investigating and uncovering insights. Finds satisfaction in solving issues and improving the process. Enjoys digging into the details and continuous learning
Accounting and Bookkeeping tasks:
• Accounts payable and receivable processing and management
• Merchants and cash deposits strict monitoring and matching
• Bank and credit card transactions booking
• Credit card reconciliation
• Bank reconciliation
• Loans reconciliation
• Payroll booking and reconciliation
• Intercompany reconciliation
• Financial statement analysis
• Identify vendors that qualify for 1099s
• Sales tax and use tax analysis
• Depreciation adjustments to match tax returns
• Draft tax estimates
Other Experience:
•Catch ups and clean ups
•Process streamline and books setup
•Review 40+ clients (small to medium sized businesses)
•2 years in the leadership- managed 8 accountants in the past
•Conduct trainings to clients and other bookkeepers/accountants
Industries:
• Restaurants
• Real Estate/Property Management
• Construction
• Farms
• Merchant Cash Advance (MCA)
• Auction House
Accounting Systems:
• Quickbooks Online
• Quickbooks Desktop
• Restaurant365
• Xero
• Rent Manager
• Yardi
Other Tools:
• UltraTax
• Xenett
• Uncat
Project/Practice Management Software:
• Canopy
• Financial Cents
• Notion
•
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 5 - 10 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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