Are your books a mess? Reconciliation months behind? I fix that — accurately and efficiently.
WHAT I DO BEST:
1. Bank, credit card, and merchant account reconciliation (Stripe, Square, PayPal)
2. AR/AP management — invoicing, bill pay, customer & vendor follow-up
3. Month-end close: P&L, Balance Sheet, Cash Flow + 1-page client summary
4. Cleanup & catch-up bookkeeping
5. Bank rules
6. 1099 prep (US)
7. Excel reporting, monthly closes
TOOLS I USE:
QuickBooks Online · QuickBooks Payroll · Salesforce· MS Teams · Calendly · Notion · Chat GPT · Slack · Loom · Zoom · Calendly · 1Password · Wise · Google Workspace
Part-time: 20 hours/week | 4 hours/day
Core hours:
6:00 PM – 10:00 PM PH Time | 6:00 AM – 10:00 AM EST |3:00 AM – 7:00 AM PST
Time-zone overlap:
US Eastern (EST): 4 hours
US Pacific (PST): 4 hours
Response time: I reply to messages 4:00 PM – 5:00 PM PH Time, Monday to Friday only. Messages sent outside this time, on weekends or holidays, will be answered the next business day within the same window.
PAYMENT METHODS I ACCEPT:
·Wise · Direct bank transfer
WHY HIRE ME:
- Async-first work style — Loom updates, written status emails, minimal meetings.
- Transparent: I send a weekly progress note so you ALWAYS know where things stand.
- Long-term mindset: I'm building a small portfolio of retainer clients, not chasing short gigs.
- Honest: if I make a mistake, I tell you the same day with a fix.
I treat your books like they're my own business. Looking forward to working with you!
I bring nearly 4 years of professional experience working directly with U.S.-based clients, specializing in financial management, bookkeeping, and client support. Having supported American businesses throughout my entire career, I have developed a strong understanding of their communication style, expectations, and standards, allowing me to build trust and deliver results from day one. I adapt quickly to new systems and workflows, so I can step in and start contributing immediately.
My core expertise is QuickBooks Online (QBO) and U.S. standard bookkeeping processes. For almost 4 years, I have worked extensively within the QuickBooks ecosystem — managing full-cycle bookkeeping, setting up company files, customizing charts of accounts, and organizing financial data accurately. I am highly proficient in managing accounts payable and receivable, reconciling bank, credit card, and loan accounts, categorizing transactions, and cleaning up historical records to ensure everything is balanced and correct. I also have solid experience with QuickBooks Payroll, including processing payroll runs, maintaining employee records, tracking payroll taxes and liabilities, and handling compliance-related requirements relevant to U.S. businesses.
I have deep experience in job costing and project-based tracking, which I know is essential for construction and trade businesses. I am skilled at setting up jobs or projects in QBO, assigning every expense — including materials, labor, subcontractors, and equipment — to the correct cost code, and generating detailed reports such as Job Profitability, Profit & Loss, Balance Sheet, and Cash Flow statements. I understand how to track important documentation like W-9s, compliance forms, and vendor records, ensuring that all necessary paperwork is organized, up to date, and ready for tax filing or review by your CPA.
Accuracy, organization, and consistency are my strongest habits. I pay close attention to every detail, ensuring that receipts, bills, invoices, and supporting documents are properly attached, filed, and easy to find. I take pride in keeping records audit-ready and error-free. In my previous work, my focus on precision and follow-through helped reduce discrepancies, improved process efficiency, and ensured that financial reports were always reliable and delivered on time.
Alongside my technical skills, I have strong communication and problem-solving abilities. Over my years of experience, I maintained a 96% client satisfaction rating, because I listen carefully, explain financial information clearly, and make sure clients feel supported and confident in the work I do. I handle questions, resolve concerns, and coordinate professionally — whether with you, your vendors, or your partners — always keeping things friendly, clear, and professional.
I am fully equipped for remote work: I have a stable high-speed internet connection, a dedicated quiet workspace, and the discipline to work independently, meet deadlines, and follow established processes exactly. I learn quickly and always strive to understand the specific needs of the business I support.
I am reliable professional who takes pride in doing things the right way. My goal is to keep your financial records accurate, organized, and useful, so you have clear insight into your business performance and can focus on growth.
Verified
