I am a Certified Public Accountant, a detail-oriented person that could work on tasks with less supervision, observing the timeliness and high-quality of work. I am flexible and very dependable with the task given, and could accomplish activities within the time frame. I got to work with several foreign clients in my freelancing activities, and was able to handle different accounting systems. I have an experience in using Xero, Quickbooks Online, Quickbooks Desktop and Peachtree Accounting System. I am willing-to learn, and open for new learnings that would hone my knowledge and skills.
If a client would entrust me a job, I would ensure that I will do my best. I will work with integrity, practice confidentiality and work with minimum use of time and resources.
-I maintain bookkeeping software of my clients (Xero, QBO, Studio Designer)
-I file and schedule payment for sales and use tax
-I prepare monthly income statement and balance sheet
-I assist clients if they need help using their bookkeeping software
-I prepare ad-hoc reports as needed by clients
Texas, United States
thg 4, 2024 - Hiện tại
•
5 tháng, 10 ngày
Bookkeeper
thg 10, 2022 - thg 4, 2024
•
1 năm, 5 tháng
Leatherman Tax and Bookkeeping
thg 10, 2022 - thg 4, 2024
•
1 năm, 5 tháng
-I handled multiple clients in different industries and maintain records of their business.
-I process payroll through ADP.
-I file Sales&Use Tax of our Clients.
-I analyze the financials to give financial advices to clients.
-I was able to set-up accounting information for newly on-boarded clients.
-I was able to convert Quickbooks Online data & Sage to Xero.
-I was able to assist clients in closing their Business.
-I filed 1099 reports using CFS software.
-I filed BPP Rendition.
thg 10, 2022 - thg 4, 2024
•
1 năm, 5 tháng
Sole Proprietor
thg 10, 2019 - thg 10, 2022
•
3 năm
Bunnypot's Pet Shop
thg 10, 2019 - thg 10, 2022
•
3 năm
-I assisted the business operation from purchases to sales to after-sales services.
-I assisted on the day-to-day recording of transactions.
-I successfully converted manual accounting data to electronic Data using Peachtree Accounting System.
-I successfully converted accounting data from Peachtree to Quickbooks Online.
thg 10, 2019 - thg 10, 2022
•
3 năm
Học vấn
University of Perpetual Help - Laguna
2008 - 2012
•
4 năm
Bachelor of Science in Accountancy
Philippines
2008 - 2012
•
4 năm
Bằng cấp
Xero Advisor
2022
Xero
An accountant and bookkeeper who is a Xero certified advisor will be properly educated on the Xero platform and able to perform Xero services efficiently and effectively.
2022
QuickBooks Proadvisor
2022
Quickbooks Online
A QuickBooks Proadvisor is an accounting or bookkeeping professional trained, tested, and certified by Intuit on a range of advanced, QuickBooks-specific topics and skill sets.
2022
Certified Payroll Professional
2015
The Chartered Institute of Payroll Payroll Professional
The Certified Payroll Professional (CPP™) certification is the base-level benchmark in the Philippine Payroll context and as such, reflects the knowledge and skills that could be reasonably expected of any Payroll Professionals processing pays for Philippine-based employees. The CPP™ Certification is awarded by CIPP UK, the globally recognized professional body of practicing accountants in the country, in partnership with National Institute of Accounting Technicians.
2015
Ấn phẩm
Exam Results: Certified Public Accountant
2015
The Philippine Star
https://www.philstar.com/other-sections/exam-results/2015/05/21/1457545/certified-public-accountant
The Professional Regulation Commission (PRC) announces that 2,132 out of 5,959 passed the Certified Public Accountant Licensure Examination given by the Board of Accountancy in the cities of Manila, Baguio, Cagayan De Oro, Cebu, Davao, Iloilo and Legazpi this May 2015.
See: 775 DUALOS, ANGELYN BALLARTA