PROFESSIONAL SUMMARY
I help businesses clean up messy or unreconciled books and maintain accurate, audit-ready financial records using Xero.
I am a CPA with over 10 years of accounting experience and hands-on bookkeeping support for e-commerce and healthcare businesses. My work focuses on reconciliation-focused bookkeeping, cleanup and catch-up work, and maintaining organized financial data for reliable reporting.
I specialize in identifying discrepancies, resolving unreconciled balances, and maintaining clean and accurate books through structured reconciliation workflows.
CURRENT ROLES
Xero Bookkeeper & Reconciliation Specialist — Island Pet Co (E-commerce)
•
Perform bank and payment platform reconciliations and resolve discrepancies
•
Clean up unreconciled transactions and maintain organized, audit-ready Xero records
•
Assist with catch-up bookkeeping, reconciliation review, and discrepancy investigation
•
Organize financial data to support accurate month-end reporting
•
Maintain reliable and audit-ready bookkeeping records
Xero Bookkeeper — MD Dental Clinic (Healthcare)
•
Perform bookkeeping and account reconciliations in Xero
•
Support financial reporting and account classification
•
Maintain clean and organized financial records
•
Assist with reconciliation review and bookkeeping accuracy
PREVIOUS ACCOUNTING EXPERIENCE
Audit Associate — Y.P. Hizon Accounting Services
•
Assisted audit engagements for retail, food service, and manufacturing clients
•
Performed audit fieldwork, reconciliations, and financial records review
•
Prepared audit working papers and supporting documentation
SPECIALIZED BOOKKEEPING SUPPORT
I help businesses with:
•
Bank and credit card reconciliations
•
Balance sheet reconciliations
•
Xero cleanup and catch-up bookkeeping
•
Stripe, PayPal, and payment platform reconciliations
•
Investigating discrepancies and unreconciled balances
•
Organizing and maintaining audit-ready books
•
Month-end bookkeeping support and reporting preparation
IDEAL CLIENTS
I work best with:
•
E-commerce businesses
•
Service-based businesses
•
Companies needing Xero cleanup or catch-up bookkeeping
•
Businesses with unreconciled bank or payment platform accounts
•
Growing businesses that need organized and audit-ready financial records
CORE EXPERTISE
I focus on maintaining clean, accurate, and reliable bookkeeping records that support better reporting and decision-making.
I have hands-on experience working with reconciliation-focused bookkeeping workflows using Xero and QuickBooks Online, particularly for businesses that require organized and audit-ready financial records.
I work independently, communicate clearly, and follow structured reconciliation processes to maintain reliable financial records and support consistent month-end reporting.
TOOLS & SYSTEMS
Accounting Platforms
•
Xero (Primary platform)
•
QuickBooks Online
Payments & Reconciliation
•
Stripe
•
Wise
•
PayPal
•
Bank feed management
•
CSV imports and reconciliation review
Data & Reporting
•
Microsoft Excel
•
Google Sheets
•
Financial reporting support
•
Month-end reconciliation support
Collaboration Tools
•
Slack
•
Zoom
•
Google Workspace
INDUSTRIES SUPPORTED
•
E-commerce
•
Healthcare
•
Retail
•
Restaurants & Food Service
•
Consulting & Professional Services
•
Marketing & Advertising Agencies
CERTIFICATIONS
•
Certified Public Accountant (CPA)
•
Xero Certified Advisor
•
QuickBooks Online Certified ProAdvisor
WORK APPROACH
I prioritize accuracy, organization, and consistent reconciliation processes to help businesses maintain clean and reliable financial records.
My primary focus is Xero bookkeeping, reconciliations, cleanup work, catch-up bookkeeping, and financial reporting support.
Experience: 2 - 5 years
Hands-on Xero experience handling bank and balance sheet reconciliations, cleanup, and catch-up bookkeeping for active clients. Skilled in reconciling Stripe, Wise, and PayPal transactions, resolving discrepancies, and maintaining accurate, audit-ready financial records.
Experience: 10+ years
Strong foundation in financial accounting with over 10 years of experience applying accounting principles, account classification, and financial reporting. Experienced in maintaining accurate financial data in accordance with standard accounting practices.
Experience: 10+ years
Over 10 years of bookkeeping experience handling day-to-day financial transactions, account classification, reconciliations, and month-end processes. Focused on maintaining accurate, organized, and audit-ready financial records.
Experience: 2 - 5 years
Hands-on experience using QuickBooks Online for bookkeeping, reconciliations, and financial reporting. Familiar with managing bank feeds, account classification, and maintaining accurate financial records.
Experience: 10+ years
Performed bank and credit card reconciliations across multiple accounts, identifying and resolving discrepancies to ensure accurate balances. Experienced in reconciling payment platforms such as Stripe, Wise, and PayPal, and maintaining clean, audit-ready records.
Experience: 10+ years
Strong foundation in financial accounting with over 10 years of experience applying accounting principles, account classification, and financial reporting. Experienced in maintaining accurate financial data in accordance with standard accounting practices.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTSOnlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.