I am an experienced accountant that has worked with numerous small and medium businesses from around the world, but primarily from the USA. I have received high praise from clients for my work and for being of tremendous help as their accountant and financial analyst. I'm sure I can guarantee you the same satisfaction!
To quote one of my bookkeeping and accounting clients here on Upwork:
"Really enjoyed working with Marc. He's great at communication and what he does. Marc showed creativity working on our projects together."
For accounting, I specialize in bookkeeping with QuickBooks Online (setup, cleanup and updating). I've had clients of various industries in the USA, Europe and Australia, although most of them are from the USA.
For financial analysis, I specialize in doing financial models, budgeting, business planning, business valuation and stock investment analysis.
If you want to utilize my expertise, you can invite me to your job post and I'll send a proposal if I'm interested.
I graduated with a Bachelor's Degree in Accountancy with exceptionally high grades from one of the top business universities in the Philippines, Holy Name University. I passed my CPA board examination on the first take with flying colors.
I have 7 years of experience in being a Certified Public Accountant, specifically in doing bookkeeping, accounting and financial analysis. I was also a professor at one of the top accounting colleges in the Philippines for 3 years. I mostly taught accounting courses for future accountants/CPAs and I also taught some finance courses.
I'm sure you are tired of uninitiated bookkeepers and financial analysts, and even more tired of having to pay someone to fix the mess they made. With me you are assured of quality and efficiency. Plus, I am affordable, or at least more affordable than how much you would pay a CPA/Analyst in your area that have my skills and experience. Hire me and you won't be disappointed.
Skills and experience regarding accounting:
- QuickBooks Online Setup
- QuickBooks Online Cleanup
- QuickBooks Online Recording and Updating
Skills and experience regarding financial analysis:
- Financial Modeling
- Financial Ratio Analysis
- Business Valuation, Mergers and Acquisition
- Stock Investment Analysis
If you want my bookkeeping expertise:
I can setup your QuickBooks properly.
Also, I can cleanup the mess your previous bookkeeper made. I have done QuickBooks Online cleanup for multiple clients before. Even when you think your books are perfect, there is usually something in there that you might have missed, which is important for the accuracy of your books and for tax filings.
Once your books are clean, I can perform the monthly/weekly bookkeeping with extreme accuracy.
If you want my financial model (and business valuation) expertise:
I can do a financial model, complete with the necessary statements and reports. I can also perform DCF (or another method) afterwards. I can even add a sensitivity analysis and scenarios to the model to determine what will happen if there are changes in the assumption. Will your company survive a recession? What would you need to do so? A sensitivity analysis can help find out.
I can even tell you the minimum price you should buy/sell the business.
I can also audit the financial model your analyst has already made.
All I would need are the latest 3-5 years of balance sheet, P&L and cash flows. If you don't have that, you can talk to me about your new business and I can go from there.
I can give you the financial model in 1 - 4 days depending on what you need.
If you want my stock investment expertise:
I have done this for so many investors.
However, we can only work if your mindset is in long-term investing and not in trading stocks. My analysis only works if you're here to stay for the really big bucks in a safe way that is only possible for long-term investors.
I can give you an analysis as to whether the company is a great investment and at what price you should pay for the stock.
I only need the company name and I'll tell you the results in a few hours.
I'm extremely passionate about being an accountant, bookkeeper and financial analyst. I have been a bookkeeper for both local and international clients and bookkeeping has been my full-time job since I graduated from the university and got my CPA License. As a financial analyst, I have valued the business performance and stocks of both public and private companies, to which my bookkeeper and accountant experience and skills have also helped.
My experience with accounting tools is mostly with QuickBooks Online but I have been dabbling in Xero and Manger over the years as a bookkeeper and accountant.
If the above sounds like someone you would be interested in hiring, I’d love to hear from you!
Month-End Close Assistance