I am a remote Bookkeeper and Tax Preparer supporting a Canadian, fully cloud-based accounting firm, with over 3 years of hands-on experience using QuickBooks Online (QBO), QuickBooks Desktop (QBDT), and TaxCycle.
In my current role, I manage bookkeeping and tax-related tasks for multiple clients simultaneously in a cloud-based environment, ensuring accuracy, timeliness, and compliance. My responsibilities include bank feed setup and management, reconciliations, and preparation of monthly and ad hoc financial reports using QBO and QBDT. I also handle Accounts Payable and Accounts Receivable, supporting efficient workflows and maintaining accurate financial records. Additionally, I am responsible for QBO setup for new clients—whether they are new businesses or existing businesses migrating from other accounting software. I also review bookkeeping performed by clients in QBO, QBDT or Excel, identifying and correcting issues to ensure compliance and accuracy. I provide support throughout the migration process and assist clients with a wide range of QBO-related bookkeeping queries.
Working in a fully cloud-based setup, I am able to perform bookkeeping and tax work remotely and securely, collaborating effectively with accountants and clients regardless of location. I am highly organized, detail-oriented, and thrive in fast-paced, multi-client environments.
Prior to my work with Canadian firms, I built a strong foundation in finance, administration, and people management through years of experience in the Philippines, including roles in large corporate and banking settings. This background has strengthened my adaptability and understanding of end-to-end financial processes.
I am currently open to project-based or part-time opportunities and am available to start immediately.
