Bernard Louise D.
Valenzuela, Philippines
100%
Job Success
Top Rated
CPA, Quickbooks, Bill.com, Bank Reconciliation, YNAB, Xero MYOB expert
$18.00/hr
I’m a CPA with more than 10 years of Financial and Accounting experience from different field like food, real estate, rental (SHEDS and AIRBNB) and personal finance using different accounting software like Quickbooks, Bill.com, Zoho, YNAB, Xero, Mint, Fathom and MYOB.
I’m best in bank reconciliation, SYNCING data from one app to another (e.g. Quickbooks and Bill.com), Cash Flow Analysis, Data migrating, Inventory and Asset Analysis (Shed and AIRBNB Units), Payments Reconciliation (Credit card reconciliation) and and Excel Data Scrubbing using Queries, Pivot and logical formulas.
I like to fix things and numbers and I love to work independently.
Work history
Work history
Long term bookkeeper
Oct 16, 2024
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Dec 3, 2024
No feedback given
Private earnings
Personal YNAB Bookkeeping
Nov 29, 2023
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Jul 15, 2024
Private earnings
Ynab reporting
Feb 22, 2023
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Jul 6, 2023
"Very easy to work with."
Private earnings
Personal budgeting and Transaction coding
Jan 14, 2023
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Feb 22, 2023
Private earnings
Ynab
Aug 31, 2020
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Jan 25, 2023
Private earnings
YNAB tutor and personal/ business finance support
May 1, 2022
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Jun 15, 2022
No feedback given
Private earnings
Financial analyst (Part-time)
Jan 31, 2017
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Oct 1, 2018
"Bernard is very talented. I would hire him again."
Private earnings
MINT Personal Account Reconciliation
Jun 3, 2018
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Jun 30, 2018
"Bernard was hired on June 3 and categorize over 600 transactions before the end of the project (which was the most time consuming aspect of the project). I will continue…
Private earnings
Quickbooks / Excel bookeeping - Rent to Own
Mar 27, 2017
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Feb 17, 2018
No feedback given
Private earnings
CPA for Bookkeeping and Tax Preparation
Apr 15, 2016
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Sep 13, 2017
Private earnings
Expert Needed for Personal and Business Budget Management
Dec 3, 2024
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Present
Job in progress
Private earnings
YNAB setup & ongoing management
Oct 7, 2024
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Present
Job in progress
Private earnings
YNAB manager
Jun 20, 2024
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Present
Job in progress
Private earnings
YNAB categorizing two accounts for 2023
Feb 15, 2024
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Present
Job in progress
Private earnings
YNAB/ Budget & Expense Tracking + Xero VA
Jan 11, 2024
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Present
Job in progress
Private earnings
Bookkeeping for business and personal
Jun 1, 2023
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Present
Job in progress
Private earnings
YNAB & Accounting Expert
Feb 6, 2023
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Present
Job in progress
Private earnings
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Skills
Skills
- Microsoft Excel
- Tax Preparation
- Account Reconciliation
- Accounts Payable
- Intuit QuickBooks
- Financial Accounting
- Bill.com Accounts Payable
- Microsoft Business Intelligence Studio
- Bill.com Accounts Receivable
- Financial Management
- Financial Analysis
- Cost Accounting
- Bookkeeping
- MYOB Administration