CPA|Experienced Bookkeeper|QuickBooks|Google Sheets

Overview

Looking for part-time work (4 hours/day)

at $26.36/hour ($2,320.00/month)

Bachelor of Science in Accountancy

Last Active

November 30th, 2024 (today)

Member Since

January 7th, 2019

Profile Description

CPA with 12 years of experience helping clients solve financial challenges and improve processes. Skilled in financial reporting, budgeting, forecasting, and using tools like QuickBooks Online and Google Sheets. Highly analytical, detail-oriented, and organized, with a proven commitment to delivering exceptional results. Experienced with various industries including consulting, real estate, e-commerce, and small service businesses.

WORK EXPERIENCE

Yieldschool, Inc. | YSL, LLC 
Finance Manager | Administrator | Bookkeeper

-Streamlined company bookkeeping using QuickBooks Online integrated with Acodei and SaasAnt, eliminating manual processes while maintaining accurate financial records.
-Designed custom, user-friendly dashboards, reports, budget & forecasting tools in Google Sheets, providing stakeholders with clear and actionable insights into the company’s financial performance.
-Monitored company expenses to ensure all expenditures are aligned with business operations.
-Automated other company administrative tasks, such as creating and sending out contracts to clients, using Zapier, Google Macros, and Google Scripts. 

Drexel Enterprises, LLC
Remote Bookkeeper - Real Estate

-Set up and manage company books for 20+ residential rental properties, utilizing Class Tracking in QuickBooks Online to efficiently organize records and monitor the performance of each property.
-Verify that all line items, especially expenditures, in the Property Manager reports are fully documented before recording them into the company books.

MyPepper, LLC 
Remote Bookkeeper - Ecommerce

-Reviewed, organized, and corrected a year’s worth of uncategorized transactions, transforming a messy ecommerce company's books, into accurate and up to date financial records.
-Streamlined company bookkeeping by integrating QuickBooks Online with A2X Accounting, eliminating manual processes to efficiently keep track of sales from multiple payment channels.
-Helped the business owner gain clarity on their financial situation, realized that the business was not profitable and dUpgrade to see actual info to close down to avoid further losses.

CSB Developers, Inc. 
Remote Start-up Bookkeeper

-Established bookkeeping for a startup company pooling funds from global investors, requiring technical expertise in setting up and managing multi-currency transactions and accounts in QuickBooks Online.

LandBank of the Philippines
On-site Bookkeeper (Government Bank)

-Implemented the use of Microsoft Excel Macros to automate repetitive tasks, enhancing efficiency and productivity in the workplace.
-Created a user-friendly Excel tool to monitor and track over 30 offsite ATMs, ensuring they remained funded and operational for public use.
-Developed a system to ensure government fund allotments are promptly credited to the appropriate government agencies, enabling timely projects funding, without the need for them to follow-up.
-Accurately record daily transactions of the bank into our Financial Management System.