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I'm a Philippines-based remote specialist with 3+ years of experience supporting U.S. law firms and international businesses. I work across two service areas: Legal Trust Accounting & Bookkeeping, and SEO Backlink Building & Digital PR.
LEGAL TRUST ACCOUNTING & BOOKKEEPING
I specialize in IOLTA trust account reconciliation, three-way reconciliation, QuickBooks Online bookkeeping, and multi-year reconstruction and cleanup — helping law firms maintain compliant, audit-ready financial records.
What I fix in trust accounts:
- Bank balance, client ledger, and QBO balance not tying out — the core three-way reconciliation failure most law firms discover too late
- Bank balance and case management software out of sync — running balances that don't match across Clio, MyCase, or other Case Management Software and the actual bank statement
- Client ledger balances that don't match matter-level trust records — individual client funds that can't be verified or traced
- Negative trust balances caused by incorrect entries or misapplied transactions
- Duplicate transfers between trust and operating accounts
- Missing entries causing bank, QBO, and case management software to fall out of sync
- Retainer payments incorrectly applied toward invoices — including failed or duplicated retainers due to sync errors between LawPay, Clio, MyCase, or other Case Management Software and manual recording
- Client funds posted to the wrong matter, bank account, or client
- Miscalculated client fund distributions and incorrect disbursement amounts
- Incorrectly recorded payment amounts that throw off matter-level trust balances
What I handle in QuickBooks Online:
- QBO chart of accounts restructured for legal trust accounting and three-way reconciliation
- Multi-year reconstruction — rebuilding records from scratch
- Catch-up and cleanup of months or years of unreconciled books
- Bank, credit card, Stripe, and loan reconciliation
- Payroll support (W-2s, W-3s)
- Monthly financial reporting (P&L, Balance Sheet, Cash Flow)
- Google Sheets trackers for retainers, payments, and fund movement
Notable projects:
- 3-year full reconstruction of two law firm entities under one client — rebuilt both QBO books simultaneously across trust and general accounts
- 12-year IOLTA trust account cleanup and full three-way reconciliation in Clio Manage
- Multiple 1-2 year reconstruction, catch-up, and cleanup projects for law firms with years of unreconciled books
- Ongoing end-to-end monthly bookkeeping — general books and trust accounting for long-term law firm clients
Industries: law firms, professional services, real estate, property management, multi-entity businesses, B2B service providers using retainers or prepaid services.
SEO BACKLINK BUILDING & DIGITAL PR
I also work as an SEO Backlink Specialist supporting international brands through ethical, white-hat outreach via HARO, Featured (Terkel), and Help a B2B Writer — helping brands build E-E-A-T, organic traffic, domain authority, and long-term search visibility.
- 300+ published editorial placements across multiple industries and platforms
- Industry/Topic/Category: EdTech, AI, SaaS, law firms, Finance, E-commerce, Digital Marketing & SEO agencies, data privacy & cybersecurity, HR & workplace platforms, Logistics, and Professional services
Successful editorial placements from:
Grit Daily · AZ Big Media · Nectar HR · GoCo · Zavvy · Product Fruits · Valiant CEO · Carol Roth · TechBullion · Best Companies AZ · Founder Reports · Ecommerce Manager · Lawyer Magazine · Gavel Grow · Enzuzo · The Zebra · LearnWorlds · AMA Phoenix · Morning Lazziness · She Rises Studios · Techronicler · Racklify · BoostMyDomain · Bits Style Journey · PR Thrive · Scope Recruiting · The AJ Center · ShopCreatify · ----------- · Lunas Consulting · Slite · Staci Americas · US Cargo Link · Creative Click Media · Legal Hero Marketing · Get OSHA Courses · Meditech Today · Brett Farmiloe · Rev
TOOLS & SYSTEMS
QuickBooks Online · Clio Manage · MyCase · SmartAdvocate · LawPay · Stripe · Google Sheets · Microsoft Excel · Dropbox · HARO · Featured (Terkel) · Help a B2B Writer · Ahrefs · Slack · WeChat · Whatsapp ·
CERTIFICATIONS & EDUCATION
- QuickBooks Online ProAdvisor (Level 1 & 2)
- QuickBooks Online Advanced Training (15 Hours)
- BS Management Accounting
- Bookkeeping NC III (TESDA Certified)
WHY CLIENTS WORK WITH ME
Detail-oriented, confidential, and process-driven. C1 English proficiency. Independent worker with a structured approach to every project. I've supported clients across the US, UK, EU, and Asia with a flexible remote schedule.
If your trust account doesn't balance, your books are years behind, or you need editorial backlinks that build real authority — let's connect.
Portfolios & References:
Backlinks Portfolio: -----------
Upwork profile name: Kharla Joy D.
Upwork profile link: -----------
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KEYWORDS
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