Tech-Driven Bookkeeper | Zoho One Specialist & Virtual Assistant

I help businesses harness the full power of Zoho CRM to save time, increase sales, and build stronger customer relationships. My goal is to make your CRM work for you. Here’s how I can help: Full Zoho CRM Implementation: I’ll set up your CRM from scratch, including user configuration, custom fields, and pipeline stages tailored to your business. Data Cleaning & Migration: I’ll clean and organize your existing contact data and seamlessly migrate it from spreadsheets or other platforms like HubSpot or Salesforce. Automation & Workflow Setup: I automate repetitive tasks, like lead assignments, email notifications, and follow-up reminders to help your team work smarter. Dashboard & Report Creation: I create custom dashboards that give you a clear view of key sales metrics, including monthly revenue, lead conversion rates, and team performance. Ongoing CRM Management: I act as your dedicated CRM manager, keeping your data accurate, updating records, and training your team on best practices.

As a QuickBooks Certified Bookkeeper doing part time virtual bookkeeping, I bring over 12 years of financial operations and banking experience into professional virtual bookkeeping. My certification in QuickBooks Online (Bookkeeping & Payroll) is backed by hands-on skill in: Full-Cycle Bookkeeping: Managing accounts payable/receivable, general ledger, bank reconciliations, and payroll processing within QuickBooks. Financial Reporting: Generating accurate P&L statements, balance sheets, and cash flow reports directly from QuickBooks for monthly/quarterly close. System Setup & Migration: Setting up and optimizing QuickBooks environments for small businesses. Compliance & Accuracy: Maintaining 100?ta integrity, preparing audit-ready records, and documentation compliance using QuickBooks. I combine meticulous attention to detail with tech-driven efficiency to deliver accurate, timely, and confidential bookkeeping support tailored to your business needs.

Junior Assistant Manager BDO Network Bank | December 2023 – June 2025 Promoted to a leadership role overseeing full branch operations and compliance. Managed & Approved Transactions: Authorized daily banking transactions (withdrawals, encashments) with 100 percent accuracy, overseeing ₱Millions in daily cash flow. Led Operational Excellence: Directed staff workflow and branch operations, improving daily closing efficiency by 20% through streamlined processes. Client Relations & Resolution: Served as escalation point for client inquiries, resolving complex issues and maintaining 95%+ customer satisfaction. Regulatory Reporting & Compliance: Prepared and audited daily, weekly, monthly, and quarterly financial reports for head office and BSP compliance. Team Training & Development: Trained and coached 5+ staff members on service excellence and operational procedures, improving team productivity by 15%.

Loan Specialist / Sales Assistant BDO Network Bank | 2012 – 2019 Built foundational expertise in credit analysis, risk assessment, and regulatory compliance. Credit Analysis & Underwriting: Evaluated 1000+ loan applications annually, with a 99% approval accuracy rate and minimal defaults. Client Advisory: Explained loan terms, payment structures, and financial options to borrowers, ensuring transparency and compliance. Regulatory Adherence: Maintained strict alignment with BSP regulations and internal audit requirements across all loan documentation.