PROFESSIONAL SUMMARY
* Certified Intuit Trained Bookkeeper, Xero Advisor, and ProConnect-trained professional with 20+ years of experience as General Ledger Senior Accounting Clerk (10+ years in private industry, payroll, invoice processing, data entry) and Revenue Officer at the BIR (10+ years in Collection, Client Support, and Chief Admin), proficient in Xero with strong bookkeeping fundamentals and accurate bank reconciliations.
* Excels in attention to detail, organization, and communication, managing repetitive tasks with high accuracy, supporting tax compliance and financial procedures while actively advancing skills in cloud-based tools through ongoing training to deliver reliable financial support and client service remotely.
PROFESSIONAL SKILLS
Bookkeeping/ Accounting 10+ years
Quickbooks/Xero
ProConnect/Drake/Ultra Tax/CCH
Financial Reporting/Analysis (US GAAP)
Accounts Payable and Receivable
Payroll Management
Tax Preparation
Client Communication /
10+ years
Administrative Management 6 years
SOFTWARE PROFICIENCY
Quickbooks
Xero
ProConnect
Drake
Ultra Tax
CCH
Microsoft Office
Google Suite
ChatGPT
Perflexity
Slacks
Zoom
Canva
CLIENT INDUSTRIES
Finance, Insurance, Pre-Need Industry
Public Administration/Government
Advertising and Marketing
Rental Property
Retail/Food
Experience: 10+ years
Ensures accuracy in data entry, reconciliations, and reports, minimizing costly errors.
Experience: 10+ years
Juggles multiple client accounts while meeting deadlines and compliance standards.
Experience: 10+ years
Manages calls, messages, scheduling, and documentation simultaneously in a fast-paced environment.
Experience: 10+ years
Provides polite, professional patient interaction, often over the phone or email.
Experience: 10+ years
Keeps clear, professional communication with clients and team members.
Experience: 10+ years
Strong analytical mindset with a focus on solving complex problems using data-driven approaches.
Experience: 10+ years
Worked effectively in diverse teams across projects, often cross-functional, remote, or international in scope.
Experience: Less than 6 months
Strong knowledge of tools like Xero to manage daily financial records.
Experience: Less than 6 months
Strong knowledge of tools like QuickBooks to manage daily financial records.
Experience: 10+ years
Experienced in basic HR functions such as onboarding, employee records management, and coordination of staff schedules and communications. Familiar with maintaining confidentiality and compliance with company policies.
Experience: 10+ years
Understands tax categories, sales tax, and can assist with tax prep (though not a CPA).
Experience: Less than 6 months
Efficiently handles calendars, patient scheduling, and follow-ups.
Experience: 10+ years
Ability to generate and interpret profit & loss, balance sheets, and cash flow reports.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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