P R O F E S I O N A L S U M M A R Y
* Motivated and detail-oriented aspiring bookkeeper with a strong educational background in accounting principles and hands-on experience through academic projects and an internship.*Complete training of QuickBooks and Xero, demonstrating proficiency inorganizing financial data, performing reconciliation, and preparing basic financial reports.
P R O F E S I O N A L S K I L L S
*Bookkeeping*Accounts Payable / Accounts Receivable*Financial Reporting / Analysis
P R O F E T I O N A L S E R V I C E S
* Financial Data Entry: Provide precise and timely input of financial transactions to maintain up-to-date and accurate records, enhancing overall financial transparency.*Bank Reconciliation: Assists in reconciling bank statements to ensure consistency in financial records. Helping to identify discrepancies early and improve financial accuracy.*Basic Financial Reporting: Generate monthly and quarterly financial reports. Including income statements and balance sheets supports strategic decision-making for business growth.*Accounts Payable/Receivable cash flow. Management: Helps manage invoices and collections to maintain a healthy financial position. Ensuring timely payments and contributing to financial stability.*Expense Tracking: Facilitate tracking and categorization of expenses to assist in budgeting and financial planning. Enabling better resource allocation.*Payroll Assistance: Supports payroll processing and maintains employee records. Ensuring accurate and timely compensation while promoting employee satisfaction.
C E R T I F I C A T E S
ProAdvisor of QuickBooks and Xero
internship of QuickBooks
E X P E R I E N C E
Chinese-bookkeeper assistant/Admin Tast/Data Entry/Email Management:
AST TAX ACCOUNTING LLC
2025-Present
BOOKKEEPING:
. Record daily transactions
. Manage accounts receivable
. Manage accounts payable
. Bank reconciliation
. Payroll processing
. Prepare financial reports
. Maintain general ledger
. Monitor cash flow
. Prepare tax documents
. Keep financial records accurate and organized
Data Entry Clerk:
• Accurately entered and updated client information into company databases and tax software systems.
• Prepared documents for electronic signature using PandaDoc, ensuring proper placement of signature and date
fields.
• Verified accuracy of financial data, including W-2s, 1099s, payroll reports, and tax returns.
• Maintained organized digital filing systems for easy document retrieval.
• Reviewed data for errors and corrected discrepancies before submission.
• Monitored document signing status and followed up with clients as needed.
• Maintained confidentiality of sensitive client information.
Data Entry Assistant – Tax & Bookkeeping:
• Encoded client personal and business information for tax return preparation.
• Input income, expenses, payroll, and banking details with high accuracy.
• Prepared IRS authorization forms (8879, 2848) for electronic signature via PandaDoc.
• Ensured all documents were signed and dated correctly before e-filing.
• Assisted in organizing client records and updating tracking sheets.
• Communicated with clients regarding missing documents and signature follow-ups.
Data Entry Specialist:
• Entered and verified client data with 99% accuracy.
• Prepared digital documents for e-signature using PandaDoc.
• Organized financial records and maintained confidential information.
• Assisted in payroll and tax data processing.
• Monitor and manage daily inbox
• Respond to client inquiries professionally
• Send follow-up
• Request signatures for tax returns and forms
• Send reminders for unpaid invoices
• Forward important
• Organize
• Archive completed conversations
• Draft and proofread outgoing
• Maintain professional
• Send tax return documents for e-signature
• Follow up on unsigned Form 8879
• Request missing W-2, 1099, or bank statements
• Confirm receipt of signed documents
• Notify clients once e-filing is completed
• Send payroll reports to clients
• Respond to IRS notice inquiries
• Send engagement letters for signature
• Provide payment instructions
• Update client via
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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.