Josefina

CPA, Xero & QBO Certified I Bookkeeper I Accountant

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Overview

Looking for full-time work (8 hours/day)

at $3.33/hour ($640.00/month)

Bachelors degree

Last Active

June 28th, 2026 (yesterday)

Member Since

October 16th, 2024

Profile Description

I am a Certified Public Accountant (CPA), with over 30 years of experience in accounting. I progressed from Accounting Processor to Chief Corporate Accountant, gaining expertise in financial management, budgeting, reporting and team leadership.

Since retiring last year, I have successfully transitioned into virtual bookkeeping by completing comprehensive training and internships in Xero and QuickBooks Online (QBO). I gained practical hands-on experience in data entry, bank reconciliations, accounts payable and receivable, payroll processing and financial reporting. I am knowledgeable in Microsoft Excel and Word, Google Workspace, Zoom, Canva, ---------- , and MYOB. Additionally, I am certified as Xero Advisor and recently, QBO ProAdvisor Level 1.

What makes me the best fit for this role goes beyond my bookkeeping and up-to-date software skills. I bring the mindset and discipline of an experienced accountant who understands the critical importance of accuracy, compliance and interpretation of financial information. My approach is detail-oriented and proactive, ensuring your financial records are not only precise but also organized and insightful for better business decisions. I am deeply committed to supporting your business financial health with dedication, adaptability and integrity - qualities developed over decades of managing complex accounting responsibilities. With me, you gain a reliable bookkeeping professional who values precision and the bigger financial picture, helping your business thrive with confidence.

Let's connect to discuss how I can help with your bookkeeping needs.

Top Skills

Accounting » Bookkeeping

Experience: 2 - 5 years

Performed day-to-day bookkeeping tasks, including recording financial transactions and reconciling bank statements. Maintained accurate ledgers and ensured financial data were entered correctly. Prepared financial reports, including Income Statements and Balance Sheets

Accounting » Bank Reconciliation

Experience: Less than 6 months

Performed monthly bank reconciliations by comparing company records with bank statements to ensure accuracy and identify discrepancies. Investigated and resolved discrepancies, including missing or incorrect transactions. Updated the general ledger with adjustments and corrections as needed.

Accounting » Financial Accounting » Financial Reporting

Experience: Less than 6 months

Prepared and analyzed quarterly and annual financial reports, ensuring accuracy and compliance with accounting standards, including balance sheets, income statements and schedule of capital expenditures. Collaborated with Division Head to support decision-making processes through detailed financial analysis accountants

Other Skills

Accounting » Accounts Receivable

Experience: 6 months - 1 year

Creating invoices and receiving payments from customers and sending follow-up email on overdue accounts, contributing to improve cash flow and reducing aging receivables. Managed accurate records of customer accounts.

Accounting » Payroll

Experience: Less than 6 months

Using Xero to manage payroll, including calculating wages, handling tax deductions, and generating payroll reports.

Accounting » Financial Accounting » Financial Analysis

Experience: 10+ years

Analyzed income statements and balance sheets to provide insights into liquidity and operational efficiency. Prepared evaluation reports on agency's operating performance, making recommendations for cost optimization and revenue growth.

Basic Information

Age: 63

Gender: Female

Website: Sign Up with Pro Account to View

Address: Quezon City, Metro-Manila

Tests Taken: IQ
Score: 137: DISC
Dominance: 21%
Influence: 7%
Steadiness: 35%
Compliance: 37%: English
C2(Advanced/Mastery)