I am a Philippine-licensed CPA with over 12 years of progressive experience in accounting and bookkeeping, supporting businesses with accurate financial records, clear reporting, and reliable processes.
How I Support Your Business:
1. Bookkeeping & Accounting – Keep your books accurate, organized, and always up to date.
2. Income & Expense Monitoring– Clear, detailed monitoring so you know exactly where your money is going.
3. Cash Flow Monitoring – Stay on top of inflows and outflows to avoid surprises and support better decisions.
4. Financial Reporting – Monthly or quarterly Balance Sheet, Profit & Loss, and Cash Flow reports for a clear view of business performance.
5. Tax Readiness – Well-organized records to ensure smooth and stress-free tax filing.
Core Expertise:
Clean-up and Catch-up Accounting: Fixing messy or outdated books by reviewing past transactions, correcting errors, and bringing your records fully up to date so you can trust your numbers again.
General Ledger Management: Making sure every account in your books is accurate, properly recorded, and regularly reviewed so your financial reports are reliable and make sense.
Accounts Receivable & Accounts Payable Management: Monitoring what customers owe you and what you owe vendors, ensuring invoices are recorded correctly, payments are applied properly, and balances stay accurate.
Bank and Account Reconciliations: Matching your bank and credit statements to your books to confirm that nothing is missing, duplicated, or incorrectly recorded.
Financial Reporting: Preparation of standard financial statements (Profit & Loss, Balance Sheet, Cash Flow) and simple customized reports, if needed.
Financial Review and Analysis: Reviewing your financial reports to spot unusual items, trends, or potential issues and explaining what the numbers mean in simple terms.
Process Improvement and Documentation: Improving bookkeeping and accounting workflows to save time, reduce errors, and documenting clear processes so your finances stay organized and consistent.
Tools & Systems:
1. Microsoft Excel and Google Sheet
2. QuickBooks Online & QuickBooks Desktop
3. Xero
I’m highly detail-oriented, organized, and adaptable, with strong time-management skills. I continuously improve my accounting and finance expertise to deliver dependable, high-quality support to my clients.
If you’re looking for a reliable accountant or bookkeeper to manage your financial records and reports, I’d be happy to help. Feel free to message me anytime.