Professional Overview
Detail-oriented and results-driven Bookkeeping Professional with over 5 years of hands-on experience supporting both U.S. and Philippine clients across multiple industries, including legal, real estate, beauty & wellness, restaurants, and construction. Proven expertise in full-cycle bookkeeping, financial reporting, and tax compliance, with a strong focus on accuracy, efficiency, and process improvement. Adept at leading teams, streamlining workflows, and ensuring high-quality financial operations in fast-paced environments.

Core Skills & Expertise

• Full-Cycle Bookkeeping (Daily Transactions to Year-End Close)

• Financial Reporting & Audited Financial Statement Preparation

• Multi-State Sales Tax Filing (U.S.)

• Bank, Credit Card & Payroll Reconciliation

• GAAP Compliance & Accounting Standards

• Process Improvement & Workflow Optimization

• Team Leadership, Training & Mentorship

• Attention to Detail & Organizational Excellence

• Problem-Solving & Critical Thinking

• Client Communication & Relationship Management

Tools & Technology

• QuickBooks Online (Advanced)

• Xero (Basic)

• Microsoft Office & Google Workspace

• Gusto, QuickBooks Payroll, ADP, Paychex

• Shopify, Square, Toast, Vagaro, Clover

• Keeper (Double)

• Financial Reporting & Reconciliation Systems

Professional Background (Timeline)

Senior Bookkeeper | Team Leader
SmartBean Inc.

• Lead and manage a team of bookkeepers handling multiple U.S. clients across industries including legal, real estate, beauty & wellness, restaurants, and construction

• Review and approve reconciliations, financial reports, and sales tax filings

• Train, mentor, and evaluate junior team members to ensure performance and quality standards

• Implement process improvements to streamline bookkeeping workflows and enhance reporting accuracy

• Support year-end financial statement preparation and CPA coordination

• Maintain direct client communication to resolve discrepancies and provide updates

General Manager
CDF Accounting Office

• Managed bookkeeping operations for multiple Philippine-based clients

• Handled filing of Income Tax Returns and compliance requirements

• Prepared audited financial statements

• Oversaw daily financial processes ensuring accuracy and timely reporting

Junior Bookkeeper

• Performed month-end, quarter-end, and year-end closing processes, including adjusting entries

• Reconciled bank accounts, credit cards, and payroll transactions

• Filed multi-state U.S. sales taxes (CA, VA, GA, KS, WA, TX, etc.)

• Managed payroll reconciliations using Gusto, QuickBooks Payroll, ADP, and Paychex

• Identified and resolved discrepancies, including misclassifications and duplicate entries

Why Choose Me?
I bring a strong combination of technical accounting expertise, leadership experience, and a commitment to accuracy and efficiency. My ability to manage full-cycle bookkeeping, lead high-performing teams, and proactively resolve financial issues ensures reliable, high-quality results. I am highly adaptable, tech-savvy, and focused on delivering clean, accurate financials that support business growth and decision-making.