Experienced Virtual Bookkeeper & Account Reconciliation Specialist | Empowering Businesses with Financial Clarity and Precision
Hello! I’m a Virtual Bookkeeper and Account Reconciliation Specialist with over five years of experience in banking, finance, and bookkeeping. I specialize in transforming complex financial data into actionable insights, ensuring accurate books, seamless reconciliations, and optimized financial processes. My expertise enables businesses to focus on growth while I handle the details.
Specialties & Credentials
*Certified QuickBooks ProAdvisor (Levels 1 & 2, Payroll)
*Xero Certified Advisor (Payroll & Advisory)
*A2X, Gusto Payroll, and Fathom Certified
*5+ years in banking and finance, excelling in reconciliation, payment processing, and reporting
*Consistent top performer with a reputation for accuracy and efficiency
Benefits of Hiring Me
*Save Time: Streamlined systems tailored to your business needs
*Ensure Accuracy: Error-free books and compliance with financial regulations
*Gain Peace of Mind: Reliable and efficient financial management
*Achieve Transparency: Clear financial insights for better decisions
*Exceptional Service: Prompt communication and tailored solutions
Unique Selling Points
*Free Initial Consultation to assess your needs
*Deep banking expertise in reconciliation and payment processing
*Skilled in automating financial systems for efficiency
*Client-focused approach with meticulous attention to detail
Services Offered
*Bookkeeping & Accounting (Daily, Monthly, Yearly)
*Account Reconciliation & Books Cleanup
*Payroll Processing (QuickBooks, Xero, Gusto)
*Financial Analysis & KPI Reporting
*Tax Planning & Preparation
*Inventory, AR/AP Management
*System Setup, Data Migration, & Automation
Proficient Software & Tools
*QuickBooks Online
*Xero
*A2X for eCommerce
*Gusto Payroll
*
*Fathom Reporting Tools
*Excel & Google Sheets
Ready to take your bookkeeping and financial management to the next level? Let’s work together to ensure your business’s finances are healthy, organized, and future-proof!
Contact me today to schedule your FREE consultation!
Experience: 5 - 10 years
Email management is crucial for maintaining efficiency and ensuring clear communication in a professional environment. With 5 years of experience using Microsoft Outlook, I have developed strong email management skills. I effectively organize emails received from various senders, sorting them by importance and urgency to prioritize tasks and respond promptly. This skill ensures that critical communications are addressed efficiently while maintaining an organized workflow for less urgent matters.
Experience: 1 - 2 years
Account reconciliation is essential for ensuring accurate financial records and maintaining the integrity of financial transactions. My skills in account reconciliation were enhanced through my experience reconciling collections and payments across SBC and non-SBC channels. I handle payment processing for SBC employees and corporate accounts, manage payment adjustments and reversals, validate service fee billings from partner banks, and address float items. Additionally, I monitor ADA payments, prepare merchant debit advice documents, and manage write-offs and test transaction reversals. My expertise was further strengthened through practical exams completed during my online courses in Xero and QuickBooks.
Experience: 2 - 5 years
Bookkeeping is essential for maintaining accurate records, ensuring compliance, and supporting informed decisions. With a strong foundation in accounting from my bachelor's degree and my role as an Account Reconciliation Specialist - Associate at a local bank in the Philippines, I reconcile all payment channels for SB Cards to ensure accurate records. To further enhance my expertise, I earned certifications in Xero and QuickBooks through online courses with practical exams. These experiences have strengthened my skills in reconciliation, financial management, reporting, and optimizing processes using accounting software.
Experience: 1 - 2 years
I have extensive experience as an Account Reconciliation Specialist, focusing on reconciling payment channels, resolving discrepancies, and maintaining accurate financial records. I’m skilled in using QuickBooks and Xero for financial reporting, variance analysis, and data validation, ensuring reliable insights. I also streamline reconciliation processes and support audit readiness, contributing to effective financial decision-making and accurate financial data.
Experience: 6 months - 1 year
Through the Xero Advisor Certification, I have gained foundational knowledge of Xero, including managing business finances, performing bank reconciliation, generating reports, and using the platform efficiently. This certification demonstrates my expertise in helping businesses streamline their accounting processes.
Experience: 6 months - 1 year
Payroll processing is a vital skill for ensuring accurate and timely employee compensation while maintaining compliance with tax and labor regulations. I gained practical experience in payroll processing during my Xero and QuickBooks courses, completed under the guidance of MAB Online Academy. Through practical examinations, I learned how to calculate U.S. payroll, including deductions, tax computations, and compliance requirements. These experiences have further enhanced my expertise in payroll management and bookkeeping.
Experience: Less than 6 months
Completing QuickBooks Online Certifications Levels 1 and 2 has equipped me with comprehensive skills, from foundational tasks like managing transactions and tracking expenses to advanced capabilities such as handling complex transactions, creating custom reports, and automating workflows. These certifications showcase my expertise in efficient financial management and optimizing bookkeeping processes.
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.