With over 15 years of professional experience in accounting and auditing, I partner with businesses to keep their finances clear, accurate, and organized. I am a Certified Public Accountant specializing in reliable bookkeeping and financial reporting for both US and local Philippine clients.
Currently, I take on part-time roles as a freelance practitioner. I purposely limit my client base so I can dedicate the right amount of time, focus, and attention to detail to the daily bookkeeping needs of each business I work with.
What I Bring to the Table:
- US Bookkeeping & Firm Experience: I bring direct experience working as a bookkeeper for US-based IT companies, alongside my role as a staff accountant for an accounting firm based in Missouri. For the firm's clients, I handled regular bookkeeping, extensive financial clean-ups, catch-up accounting, and workflow management.
- The "Tax-Ready" Edge: While I am primarily seeking bookkeeping roles and do not offer tax filing services, my 2 years of hands-on experience with US tax preparation (Forms 1040, 1120S, and 1065) and local Philippine compliance is a distinct advantage. It gives me a well-rounded perspective—I know exactly how to classify transactions and organize data so your tax professional has a seamless, stress-free year-end process.
- Audit Background: A strong history of leading audit teams and internal audits within the Philippine government, ensuring strict adherence to regulations and helping optimize internal financial processes.
- Direct & Clear Communication: I focus on providing clarity on your financial position so you can make sound business decisions, communicating the numbers straightforwardly without unnecessary technical jargon.
Software & Tools:
- Accounting: QuickBooks Online, QuickBooks Desktop, FreshBooks
- Practice Management & Admin: Canopy, Google Workspace, MS Excel
- Tax Preparation (Past Experience): ProConnect Tax
Educational Credentials:
- Certified Public Accountant (CPA)
- MBA Graduate
- Accountancy Degree (Cum Laude)
My Approach:
I build accounting workflows that actually make sense for your day-to-day operations. Whether it is catching up months of messy data, migrating your books to a new software, or managing your monthly reconciliations, I focus on accuracy and reliability. I am highly organized, teachable, and adapt quickly to new client environments and business needs.
If you are looking for a straightforward, experienced bookkeeping partner to keep your financial records clean and tax-ready, let’s connect.
