A certified public accountant with 3+ years of experience in strategic finance, specializing in M&A and FP&A. I bring together strong financial analysis skills and data analytics expertise to deliver insights that drive better business decisions.

As a Big 4 consultant, I advised private equity firms and strategic corporate buyers on their M&A aspirations. As a finance specialist, I partnered with top management on operational strategy and business expansion decisions.

Are you a U.S. CPA, bookkeeping firm, or small business owner struggling with client overflow?

I help U.S. firms scale capacity, lower delivery costs, and maximize profit margins. As a certified QBO ProAdvisor and Xero Certified Advisor, I act as your highly reliable back-office partner.

You bill your clients at U.S. rates, outsource the day-to-day fulfillment to me, and keep the high profit margin in the middle—with zero local payroll taxes or employee benefits overhead.

How I Can Support Your Team:

Heavy Lifting: Complex cleanups & multi-year catch-up bookkeeping.

Daily Maintenance: Bank feeds, transaction categorization, and journal entries.

Reconciliations: Accurate bank, credit card, and loan reconciliations.

Financials: Monthly financial reporting & statements preparation.

Niche Experience: Real Estate | Construction | Shopify & eCommerce | Restaurants | Tech | Coaching | Investments

Let's protect your margins and free up your time. Click "Invite to Job" or send me a message to chat!

Customer Support and Operations Specialist with over 1 year of BPO experience handling voice and non-voice accounts, and 9 months of experience in sales operations support. Skilled in customer communication, scheduling, compliance/audit tasks, refund escalation, and sales reporting.

Experienced in managing fast-paced workflows involving live transactions, client coordination, and data accuracy. Now seeking a Virtual Assistant / Remote Support role to apply my skills in customer support, admin tasks, and operations in a work-from-home setup.

Aspiring financial and marketing professional with a strong foundation in financial management, marketing strategies, and accounting principles. Passionate about analyzing data, optimizing budgets, and developing innovative marketing solutions to drive business growth. Detail-oriented, analytical, and eager to apply knowledge in real-world financial and marketing environments. Also eager to become a successful business owner.

With 20 years of professional experience in an international company with a license to operate as a Remittance, Foreign Currency Exchange, Electronic Money Issuer (EMI), and Virtual Asset Service Provider (VASP). Manage financial reports of a capital-intensive, highly regulated, and publicly listed organization.
• More than 15 years of experience in a managerial role and managed 20 tea-----------mbers.
• Managed financial reports of multi-entity and multi-currency account from different jurisdiction in North America, ASPAC, Europe and the Middle East with $5 mln. - $8 mln. daily value.
• Spearhead regulatory compliance and external audit with BIR, BSP, SEC, BOI, PSE, Local Government, and External Auditor from Philippine and foreign offices.
• Facilitated VAT Refund with 85% - 98% success rate, equivalent to Php 10 million - Php 20 million annually since 2016.
• Developed financial planning model; annual budget and rolling forecast, cash flow projection; scenario and sensitivity modelling.
• Lead analyst for the company’s system automation and product development like EMI, Crypto Remittance, and EOPT compliance.

Hi there! I’m Kareen, a versatile Virtual Expert from the Philippines. I have a solid background in Airline and Hotel reservations, Lead Generation, Email Management and Customer Service which I believe will allow me to make a meaningful contribution to your team.I am an Experienced travel and customer service professional in airline operations, travel reservations, airport services, and remote customer support. Proficient in Amadeus, Sabre, Opera and other various CRM systems.

Competitively Analytical Accountant with experience across
financial reporting, financial analysis, forecasting and budgeting,
skilled in enhancing financial accuracy and delivering
data-driven insights that strengthen decision-making and
organizational compliance.

Oversaw $500M+ in annual revenue while ensuring accurate
invoice and billings process, strengthening internal controls
to support clean audit outcomes and accurate financial reporting,
and aiding in decision-making of c-suite executives.

Professional Skills I bring to the table

Bookkeeping/Accounting - 5 years
QuickBooks ProAdvisor
Financial Reporting/Financial Analysis - 5 years
Accounts Receivable / Accounts Payable - 5 years
Payroll Processing - 2 years
Inventory Management - 3 years
Financial Modelling - 5 years

Software Proficiencies

With Hands-On Experience
Microsoft Office
Google Workspace
SAP
Amazon
Shopify
Stripe
Oracle
Chatgpt
Quickbooks
SOS Inventory

Studied / Knowledgeable
Xero
ADP

Clients I worked with

With Hands-On Experience
Fast-Moving Consumer Goods (FMCG)
E-commerce
Construction
Software as a Service (SaaS)

Professional Summary Highly skilled Bookkeeper and Finance Specialist with expertise in accounting, bookkeeping, and CRM management. Experienced in preparing accurate financial statements, filing income tax returns, and managing financial records for government projects. Proficient in utilizing Go High Level (GHL) for CRM, client management, and marketing automation, ensuring seamless operations and enhanced client engagement.


Core Competencies• Financial Statement Preparation (FS)• Income Tax Return (ITR) Filing & Compliance• Invoice Verification & Management• Go High Level (CRM & Automation)• General Ledger & Account Reconciliation• Budgeting & Cash Flow Management• Contract & Logistics Coordination• Client Negotiation & Relationship Building

Beginner in freelancing, but with previous work experience in administrative, customer communication, and collection-related tasks.

Been in the Sales/Tech Service for 22 years working for multi-national companies Dow Chemicals and Platform Specialty Products. More than a year as a Financial Advisor and a newbie Copywriter (just finished the 7-Day Copywriting Challenge by Copywriting Dojo Phils.)

Detail-oriented and reliable Personal Assistant with experience in Managing administrative tasks, Scheduling appointments, and Organizing day-to-day operations. Skilled in handling confidential information, preparing documents, and supporting executives to maximize productivity. Strong communication, time management, and multitasking abilities with a proactive approach to problem-solving. Dedicated to providing efficient support and ensuring smooth workflow in fast-paced environments entrepreneurial and creative Entrepreneur with hands-on experience in managing a food business from concept to execution. Skilled in product development, customer service, inventory management, and business operations. Adept at marketing strategies, building customer relationships, and maintaining high standards of quality and service. Passionate about food innovation and business growth, with the ability to balance creativity and operational efficiency.

Provides support across many aspects of the business through management,strategy, and operation. With proven ability to manage complex projects, build high-performing teams, and maintain effective relationships with stakeholders.

I specialize in providing reliable and detail-oriented administrative support for financial advisers, wealth management firms, and business professionals. With hands-on experience at Solara Wealth Pty Ltd, I manage end-to-end client servicing—from account setup to insurance and superannuation processes—ensuring everything runs smoothly and on time.

At Solara, I:

Handle account applications, rollovers, and insurance processes from start to finish.

Coordinate between clients and advisers to gather requirements, signatures, and approvals.

Track client progress across multiple portals and systems while keeping advisers updated.

Monitor key milestones such as adviser changes, fund rollovers, and investment trades.

Maintain organized, compliant, and confidential records.

Alongside my Solara role, I’ve also supported other financial services companies, preparing HUB24 applications, performing document QA, managing workflows in CRM systems, and ensuring accuracy in every step. I’m also experienced in research, email management, and website updates, giving me the flexibility to support businesses in both financial and general admin needs.

? What you can expect fro-----------:

Zero-error approach to document handling and data entry

Fast turnaround times without sacrificing accuracy

Professional client and adviser communication

Strong knowledge of financial admin processes (HUB24, DocuSign, SharePoint, CRM tools, Google Sheets, Excel, Trello)

If you’re looking for someone who can manage client servicing, keep your processes organized, and make sure nothing falls through the cracks, I’d be happy to help.

Detail-oriented Virtual Assistant / Bookkeeper with over 2 years of experience in accounting and financial administration within a government agency specifically in the Philippine Statistics Authority. Skilled in bookkeeping, bank reconciliation, payroll processing, tax remittances, and accurate data entry. Highly organized, reliable, and proficient in handling confidential financial records while supporting day-to-day administrative tasks. Committed to helping businesses maintain accurate financial records and smooth operations.

Dedicated Virtual Assistant with experience in digital marketing, social media management, graphic design, and technical support. Reliable, adaptable, and committed to delivering high-quality results.