Hi there!
Why wait until year-end for your books when you can keep things smooth and cost-effective right now? Early preparation means less hassle and more insights to help your business thrive.
What I Do:
I help organize financial data to ensure seamless operations and offer solutions to diverse financial challenges. My expertise lies in guiding businesses to optimize expenses for tax savings, providing financial consultations, and being proactive and responsive to inquiries. Share your concerns with me, and together, we'll find the best possible solutions.
What I Specialize In:
E-commerce (Amazon, Shopify, online sellers)
Real estate
Services
Health Services
Small business owners
Diverse, it is! and it's through diverse experiences that we learn the most.
What I Provide:
Most important Reports
Updated Bank Reconciliation
Accurate recording of invoices and receipts
Religious monitoring of AR for better cash flow and operations
Diligent monitoring of AP to avoid penalty fees
Helpful reporting of financial statements, including P&L, Cash Flows, Balance Statements, Bank Reconciliation and Payroll.
Tools: QBO, XERO, Sage, Google, Theranest, Excel, Stripe, Paypal, Zoom, Amazon, Shopify, Meta, Canva, Whatsapp,
Qualifications:
CPA
XERO and QBO certified
CSC professional (a prestigious exam in the Philippines; feel free to Google it for reference)
6 years of strong experience in the entire accounting cycle
Successfully catered to various international clients (US, CAD, UK, AU)
I value relationships and respect. I'm passionate about what I do, love helping businesses, and take pride in my work. I work religiously and dedicate my time to ensure everything is in order and meets the highest standards. I'm focused on building long-term relationships and delivering quality work.
I regularly share tips and valuable content for anyone who may find it helpful. Whether it's you or someone you know, feel free to check it out.
I love to hear from you.
Let’s connect and explore opportunities together!
PORTFOLIO:
BOOK A CALL:
LINKEDIN:
Experience: 5 - 10 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 2 - 5 years
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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