Certified Bookkeeper (QuickBooks)

Proficient in Xero accounting software, adept at managing financial transactions, generating reports, and reconciling accounts efficiently. Skilled in utilizing Xero's features for invoicing, payroll, and expense tracking to maintain accurate financial records and facilitate smooth business operations.

- Preparing Chart of Accounts - Product and Services Database - Entering Opening Balances - Setting Up System Sales Tax - Managing Accounts Receivable and Accounts Payable - Record Invoices, Sales Transaction, Bank Transactions, Expense Transactions - Record Returns, Refunds, and Credits - Setting Up Payroll (Employees Pay Items Running Payroll) - Inventory Adjustments - Bank Reconciliation - Financial Statement (Profit/Loss, Balance Sheet) - Generating Reports and Statements - Email Management

In my role, I gained experience in tax preparation by assisting clients with their tax returns, including individual and business tax filings. I worked closely with clients to gather necessary financial information, ensuring all documents were accurate and complete. I also helped clients understand their tax obligations and provided guidance on maximizing deductions and credits. Additionally, I stayed updated on tax laws and regulations to ensure compliance and accuracy in tax filings. My experience in tax preparation has equipped me with the skills needed to handle complex tax situations and provide valuable support to clients.

In my role in a Business Process Outsourcing (BPO) company, I provided customer service support to clients in a variety of industries. I handled customer inquiries, resolved issues, and ensured customer satisfaction through effective communication and problem-solving skills. I also maintained accurate records of customer interactions and transactions. My experience in BPO customer service has honed my ability to handle diverse customer needs and situations with professionalism and efficiency.

Experienced in Google Suite tools such as Gmail, Google Drive, Docs, Sheets, and Slides. Proficient in utilizing these platforms for tasks including email communication, document creation, collaboration, data management, and presentation development. Skilled in maximizing efficiency and productivity through effective use of Google Suite's features and integrations.

Experienced in utilizing Asana for project management, task tracking, and team collaboration. Proficient in setting up projects, assigning tasks, managing deadlines, and monitoring progress within the platform. Skilled in leveraging Asana's features such as timelines, calendars, and integrations to streamline workflows and ensure project success.

Adaptability has been a key strength throughout my career. In various roles, I've encountered diverse challenges and changing environments, requiring me to quickly adjust my approach and mindset. I embrace new tasks and responsibilities with enthusiasm, seeking to learn and grow in the process. Whether faced with changes in technology, procedures, or team dynamics, I remain flexible and open-minded, striving to maintain a high level of performance. My adaptability has enabled me to successfully navigate transitions and contribute effectively in dynamic work settings.

Experienced in leveraging Notion for effective project management, adept at creating and organizing tasks, timelines, and resources within the platform. Skilled in customizing Notion databases, templates, and integrations to streamline workflow, enhance collaboration, and drive project success.

In my professional experience, effective time management has been a cornerstone of my approach to work. I prioritize tasks based on deadlines and importance, ensuring that critical objectives are met efficiently. I utilize tools such as calendars and to-do lists to organize my workflow and track progress. Additionally, I regularly review and adjust my schedule to accommodate new priorities or unexpected developments. My commitment to time management has consistently resulted in the timely completion of projects and tasks, contributing to overall productivity and success in my role.