Hire the best Financial Services Freelancers in the Philippines

Check out Financial Services Freelancers in the Philippines with the skills you need for your next job.
Clients rate Financial Services professionals
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based on 318 client reviews
  • $15 hourly
    My background in Financial Markets and Business Development will enable me to be a valuable contributor to your company. I have worked in a Forex brokerage as a Currency Research Analyst writing daily trading recommendations, daily and weekly market analysis and other research materials using Technical and Fundamental Analysis. At the same time, I was also assigned to research and develop the products and services of the company to make it on par with the leading forex brokerage around the globe. Currently, I am working as a stockbroker in the Philippine Stock Exchange which still includes researching and giving trading recommendations to clients. Working in a startup company helped me to work efficiently and to deliver projects on time, without sacrificing the quality of work.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Financial Writing
    Article Writing
    English
    Data Entry
    Financial Analysis
    Investment Strategy
    Market Analysis
    Equity Research
    Technical Analysis
    Content Writing
    Qualitative Research
    Forex Trading
    Market Research
    Finance & Accounting
  • $18 hourly
    🔥Dedicated to Taking the Extra Steps for My Clients.🔥⭐Ready to sail through the sea of numbers with confidence? ⭐ Are you dealing with messy books? ⭐Do you need a quick turnaround? 🌟 Are you searching for a QUALITY SERVICE PROVIDER to CLEAN UP YOUR BOOKS and KEEP IT ORGANIZED ready for taxes? Then you are in the right place. 𝗪𝗵𝘆 𝗰𝗵𝗼𝗼𝘀𝗲 𝗺𝗲? 🏆𝙀𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚: TOP RATED Trusted Bookkeeper with 100% JSS and have worked with over 100 clients across different countries and industries. I have over 9 years Experience in Accounting and Bookkeeping, I bring a wealth of knowledge to your financial table. 🕞𝙏𝙞𝙢𝙚 𝙎𝙖𝙫𝙚𝙧: Say goodbye to spending valuable hours buried in paperwork and spreadsheets. I'll optimize your financial workflows, freeing up your time to concentrate on expanding your business. 📈𝙂𝙧𝙤𝙬𝙩𝙝 𝙋𝙖𝙧𝙩𝙣𝙚𝙧: Beyond the numbers, I'm driven to fuel your business's success. Let's not just balance the books; let's fuel your growth together! 🧩𝙋𝙧𝙤𝙗𝙡𝙚𝙢 𝙎𝙤𝙡𝙫𝙚𝙧: I'm skilled at solving financial problems and finding practical solutions that work for your business. Below are some but not limited to the services I take pride on in keeping the company’s growth and finances healthy: ✅ Setup new Quickbooks Online Accounts ✅ Record transactions accurately and on a timely manner ✅ Investigate and correct miscategorized transactions ✅ Organizing receipts in Hubdoc ✅ Automation & setting rules ✅ Reconcile your bank and credit card accounts to assert the accuracy of your numbers ✅ Ensure that your transactions are properly categorized in QBO and QBO Desktop ✅ Prepare journal entries (Depreciation, amortizations, accruals, loans etc) ✅ Prepare customized reports tailored-fit for your company needs ✅ Implement processes for an efficient and effective bookkeeping/accounting functions 🅻🅴🆃'🆂 🆃🅰🅻🅺! Ready to take your business's finances to the next level? Let's chat! I'm here to answer your questions, understand your unique needs, and provide the top-notch bookkeeping and accounting support you deserve. Together, we'll make your financial journey smooth and successful. Click that "Hire Now" button, and let's get started!
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    Finance & Accounting
    Data Entry
    Bank Reconciliation
    Account Reconciliation
    Accounting
    Accounts Receivable
    Balance Sheet
    Bookkeeping
    Accounts Payable
    Accounting Basics
    Intuit QuickBooks
  • $10 hourly
    Hello! I am working as a Customer Service Representative in a BPO company for over 7 years and have exceptional knowledge in Customer Service, Chat, and Email. I can do Multitasking. I also have a typing speed of over 40 WPM. My employment history spans a wide variety of industries and roles. The experience I have gained in each role makes me a well-rounded and valuable asset to any team or project. I am a self-motivated and very organized top-rated worker who loves helping customers and managing projects. I am trained and experienced in multiple CS and CR platforms and have a professional and respectful business manner. If you came to my profile it is because you are looking for someone to help you with your project, someone you can trust to delegate those time-consuming tasks that don't give you a break in your busy schedule. How much does your time cost? much more than mine for sure. I have more than 3 years of experience as a virtual assistant, specializing in Web Research and Data Entry. And during all this time the most important thing I have learned is that communication is a fundamental part of every project, if we set good goals, we will succeed in everything we have planned. I am always open to talk about your project so we can reach an agreement before we start working, avoiding you to waste time and money is part of my job, so do not hesitate to contact me so we can have a little meeting and start working together.
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    Worldspan
    Finance & Accounting
    Freshdesk
    Zendesk
    Communication Etiquette
    Shopify
    Ticketing System
    Customer Service
    Intercom
    Salesforce CRM
    Answered Ticket
    Virtual Assistance
    Email Communication
  • $10 hourly
    Specialize in professional bookkeeping services, focusing on QuickBooks Online, XERO and Wave. My expertise lies in assisting various businesses, including startups and small business owners. My goal is to bring clarity to their financial records through precise and comprehensive bookkeeping practices. Additionally, I aid small business owners in implementing tax-saving strategies by ensuring effective financial record management. I am adept at utilizing platforms like QuickBooks Online, Xero, Wave, and Buildium, as well as handling Paypal, Stripe, and Square reconciliations, along with multi-currency bookkeeping. My knowledge extends to applying US GAAP and taxation principles. My proficiency encompasses several domains, including: • Real Estate Bookkeeping: Residential and Commercial, Property Purchase for Long- and Short-Term Rentals, Airbnb and VRBO Management, Real Estate Construction, and Contractor Support • Startup, Digital Marketing Agency, Freelancers, Contractors, and Gaming Company Bookkeeping • Reconciliation of payment channels like Paypal, Stripe, and others My experience involves streamlining and organizing clients' financial records by executing meticulous bookkeeping workflows. I ensure accuracy in income and expense categorization by collaborating closely with their accountants for optimal tax strategies and aiding in tax return preparations. Here are some questions to consider: ❓ Do you wish to dedicate more time to business growth? ❓ Does your long-standing company lack proper record-keeping? ❓ Are your financial records outdated, necessitating cleanup and updating? ❓ Have you attempted categorizing transactions but are unsure about their accuracy? ❓ Have you encountered duplicate sales income in your records but are unsure how to rectify it? ❓ Are you facing challenges in recording property purchase or sale transactions? Let me assist you. Here's what I can offer: Establish accounting software (QuickBooks Online or Xero) from the ground up. Develop an industry-specific chart of accounts. Categorize transactions accurately. Conduct bank reconciliations. Post journal entries accurately. Cleanup of previous years' records Update recent-year records. Prepare comprehensive financial reports. Aid in tax filing preparation. Would you consider scheduling an interview to discuss your current needs further? I'm eager to connect and explore how I can support you. Thank you, and I look forward to meeting you. Jovy M. YOUR NEXT LONG-TERM BOOKKEEPER
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    Budget Management
    Financial Audit
    Management Consulting
    Finance & Accounting
    Wave Accounting
    Financial Statement
    Balance Sheet
    Cash Flow Statement
    QuickBooks Online
    Microsoft Excel
    Google Sheets
    Bookkeeping
  • $15 hourly
    Reasons why you should consider WORKING with an EXPERIENCED ACCOUNTANT like ME: ✅ Your BOOKS are messy and you are NOT SURE of your numbers ✅ You are BUSY with your GROWING business and you need expert support to look after your BOOKS and FINANCES ✅ SAVE TIME and MONEY for the task you consider as BORING (not for me though) ✅ TAX-SEASON is just around the corner and your BOOKS are NOT UPDATED ✅ Looking for someone who will HELP YOU INTERPRET the meaning behind your FINANCIAL REPORTS Here are some of the services I OFFER: ✅ Catch up and books clean-up ✅ Invoicing and billing ✅ Ensure that your transactions are categorized accordingly ✅ Reconciling bank accounts, credit cards, and PayPal accounts ✅ Prepare journal/adjusting entries (Payroll, depreciation, loan payments/amortization, accruals) ✅ Payroll processing ✅ Prepare customized reports tailor-fit your company's needs ✅ Accounts Receivable Management ✅ Accounts Payable Management ✅ Review cash position and projected cash flows ✅ Review Actual Profit and Loss vs. Budget and vs. Prior Years ✅ Financial statement analysis ✅ Business Activity Statement preparation A little introduction: I am a passionate Certified Public Accountant motivated to help small business owners streamline their bookkeeping and accounting process, and guide them in management decision-making that will grow their businesses. With over 11 years of accounting experience, I have managed QUICKBOOKS and XERO in different industries such as PROPERTY MANAGEMENT, REAL ESTATE INVESTOR, eCOMMERCE, CONTRACTOR, LENDING, TRANSPORTATION, CAFE, TRAVEL AGENCIES, and other SERVICE-ORIENTED businesses. I sincerely care about my client's business. Their business is also my business. I take pride in giving them the best investment value for my service. ALLOW ME TO HELP YOU. Looking forward to speaking with you!
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    Finance & Accounting
    Goods & Services Tax
    Accounting Principles & Practices
    Real Estate
    Xero
    Financial Analysis
    Data Entry
    Bank Reconciliation
    Account Reconciliation
    Bookkeeping
    Intuit QuickBooks
    Accounting
    Accounts Payable
    Accounting Basics
    Financial Accounting
  • $10 hourly
    Rochelle manages junior to executive level search in various industries that includes professional services, healthcare, manufacturing, hospitality, logistics, entertainment, food and beverages, and financial institutions. Rochelle conducts Talent Mapping projects on Finance, Accounting, Human Resource, Sales, Marketing, and Tech roles from various industries. These projects are for some clients based in UK and USA and it includes identification, assessment, and engagement with people within the clients’ requirements. Rochelle was born and raised in the Philippines. She is a CPA Auditor with Master's Degree in Public Administration, and fully knowledgeable on accounting system, policy, and processes.
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    Sourcing
    Google Sheets
    Finance & Accounting
    Microsoft Word
    PPTX
    Recruiting
    Computer Skills
    Microsoft Excel
    Financial Audit
  • $13 hourly
    I am Certified Quickbooks Online & Desktop | Xero | Wave Accounting | Freshbook | Zoho Books in 4 years have expert knowledge and professional in Bookkeeping Specializing in the field of Accounting, Including any software (Excel,Ms Office,Google Docs,Google Sheet,Slack, etc) to Handle all of transaction. My experience include: -Bookkeeping and Clean-Up -Bookkeeping and Catch up (Categorize, record and reconcile) -Catch up of previous years financial transactions -Payroll Invoicing -Managing Real-State Transaction -Managing Loan Transaction -Financial Statements Preparation -Vendors and Customers management -Categorization, Classifications, and Reconciliation of up to 10 years transactions -Ongoing Monthly Bookkeeping Help -Setting Up Chart of Accounts -Record Invoices and Bills in any accounting system
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    Wave Accounting
    Finance & Accounting
    QuickBooks Online
    Xero
    Financial Reporting
    Accounting Principles & Practices
    Zoho Books
    Bookkeeping
    Intuit QuickBooks
    Financial Accounting
    Accounts Receivable
    Accounting Basics
    Chart of Accounts
    Bank Reconciliation
  • $10 hourly
    Professional Zoho, Xero and Quickbooks bookkeeper with passion for helping small business owner/ start-ups track their Finances to make better profitable decisions. Executed Bookkeeping tasks in a government agency and excelled at quickly learning new accounting systems. Hi, Denise here! My mission is to allow every small business owner/ start-ups to have peace of mind over managing and recording Financial affairs and just focus on other elements of their business. Expertise • Startup Bookkeeping • Digital Marketing Agency • Freelancers and Contractors • Service Company • Tech/Gaiming Companies - Invoicing - Payroll - Weekly Categorization - Monthly Reconciliation • Paypal/Stripe and other Payment Channels Reconciliations MY EXPERIENCE: I helped clean and organize my clients' books by performing the proper workflows in bookkeeping. MY QUESTIONS TO YOU: ❓Do you want to spend more time growing your business? ❓Is your company formed years ago but there is no record keeping? ❓Are your books outdated and need clean-up and catch-up? ❓Are you someone that tried categorizing transactions but is not sure if you have done it right? ❓Are you someone that saw duplicate sales income in your books but don't know how to correct it? Let me help you. Here's what I can do for you: 1. Set up your accounting software (Zoho Books or Xero) from scratch. 2. Set up an industry-specific chart of accounts. 3. Categorize transactions. 4. Bank Reconciliation 5. Posting journal entries 6. Clean up previous years 7. Catch up on recent year 8. Prepare financial reports WHAT YOU CAN DO? Invite me to an interview and let us hop on a chat or call to discuss your current needs. I'm excited to know more about your company! Cheers, Denise Marianne Your next Rockstar Bookkeeper
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    Stripe
    PayPal
    Microsoft Excel PowerPivot
    QuickBooks Online
    Accounting Report
    Finance & Accounting
    Chart of Accounts
    Income Statement
    Invoicing
    Bank Reconciliation
    Microsoft Excel
    Payroll Accounting
    Account Reconciliation
    Bookkeeping
    Data Entry
  • $10 hourly
    I'm a Certified Public Accountant with almost 8 years of relevant experience in providing accounting, taxation, bookkeeping and auditing services. I am also a writer. I write and proofread business letters, thesis, feasibility studies, memoranda and articles.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Accounting Report
    Management Accounting
    Technical Writing
    Technical Editing
    Copywriting
    Essay Writing
    Accounting Advisory
    Writing
    Editing & Proofreading
    Cost Accounting
    Financial Accounting
    Bookkeeping
    Financial Audit
  • $7 hourly
    Hello, Are you looking for a pro-active and versatile virtual assistant? Are you exhausted from your daily workload in your current business? Look no more as I am here your soon enthusiastic VA that is readily available to help. I'm Mary Jean Cortes from Philippines. A Business Management graduate. I have 15 years of mixed work experience which includes administrative work, accounting, finance, lead generation, web research, and customer service. Sounds interesting? I would love to hear from you. Thank you. Your next versatile VA, Mary Jean Cortes
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    Typing
    Microsoft Excel
    Google Docs
    Google Sheets
    Zoho Books
    Jotform
    Slack
    Trello
    Bookkeeping
    Administrative Support
    Accounting Basics
    Virtual Assistance
    Finance & Accounting
    Zoho CRM
    Data Entry
  • $10 hourly
    In working at different industry, it builds my skills to work efficient and effectively. As I work in a Fast-Food Industry it gives me a strength to communicate well with people, work efficient with quality and to work with the team. Then, after I graduated in college. I transfer to work in a bank as a clerk that also gives me an additional experience and skills. As a rural bank with a manual process/system I tent to make myself be organize and efficient in any way to provide good quality of service to the people and to the company. To enhance my knowledge and understanding in financial industry. I apply and have accepted as a financial analyst. This is a new experience for a BPO industry yet in finance. This mold my skills to communicate through emails, chats and calls to other people throughout the world. It gives me a chance to handle a team and manage delivery of reports. It's been 7 years now in finance industry and it mold me so much to what I am now. Below List is my Character at Work: 1. Keen to details. 2. Flexible 3. Easy to Couch on 4. Can communicate well 5. Can work with Minimal Supervision 6. Hard Working Person 7. Loves to work with people 8. Competent 9. Innovative 10. Loves to Learn new things Below are my skills/Service I can offer 1. Organize 2. By lingual 3. Proficient in MS office (Excel, Word and Pdf) 4. Can edit Images and Videos (Canva, Vegas pro and Photoshop) 5. Virtual Assistant 6. Can type efficiently 7. Manage FB Page 8. Create Ads 9. Create Campaigns 10. Manage Emails 11. Can Design T-shirts, Logo, Mug etc. 12. Data Entry 13. SEO (Google) If you want to work with me. Contact me anytime.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Online Chat Support
    Image Editing
    Graphic Design
    Adobe Photoshop
    Finance & Accounting
    Microsoft PowerPoint
    Bookkeeping
    Bank Reconciliation
    Payroll Accounting
    Financial Reporting
    Video Ripping
    Email Support
    Data Entry
    Microsoft Excel
    Microsoft Word
  • $17 hourly
    Are you ready to experience the 𝒆𝒙𝒕𝒓𝒂𝒐𝒓𝒅𝒊𝒏𝒂𝒓𝒚 𝒊𝒏 𝒃𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 for your business? Look no further! ✨ ⭐ Handled variety of industries ⭐ Tech-Savvy & Adaptable ⭐ Aims quality & efficiency With over 𝒕𝒆𝒏 (10) 𝒚𝒆𝒂𝒓𝒔 𝒐𝒇 𝒆𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆 supporting Micro, Small, and Medium Enterprises (MSMEs), I've mastered the art of reconciling transactions, managing budgets, and delivering accurate financial reports. But that's just the tip of the iceberg! Here are the softwares I have been using: 💼 𝑩𝒐𝒐𝒌𝒌𝒆𝒆𝒑𝒊𝒏𝒈 - QuickBooks Online, QuickBooks Desktop, Xero, Wave, FreshBooks, ZohoBooks, Yardi Breeze, Yardi Voyager 💼 𝑹𝒆𝒄𝒆𝒊𝒑𝒕𝒔 / 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒔 𝑷𝒂𝒚𝒂𝒃𝒍𝒆 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Dext (Receipt Bank), Hubdoc, Bill.com 💼 𝑻𝒂𝒔𝒌 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Asana, Trello, Notions 💼 𝑷𝒓𝒐𝒋𝒆𝒄𝒕 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 - Airtable, Monday.com, Notions, Clickup 💼 𝑴𝒊𝒄𝒓𝒐𝒔𝒐𝒇𝒕 𝑶𝒇𝒇𝒊𝒄𝒆 & 𝑮𝒐𝒐𝒈𝒍𝒆 𝑺𝒖𝒊𝒕𝒆 💼 𝑷𝒂𝒔𝒔𝒘𝒐𝒓𝒅 𝑴𝒂𝒏𝒂𝒈𝒆𝒓 - LastPass, 1password 💼 𝑪𝒐𝒎𝒎𝒖𝒏𝒊𝒄𝒂𝒕𝒊𝒐𝒏 𝑻𝒐𝒐𝒍𝒔 - Slack, WhatsApp, Telegram, Zoho Cliq, Skype, Teams, Zoom, Google Meet ...and many others! Throughout my career, my bookkeeping services have elevated businesses to new heights of financial success. As a top-rated freelancer, I've garnered a reputation for excellence, attention to detail, and adding significant value to my client's businesses. Check out my work experiences here in my Profile. It showcases my extensive experience, achievements, and the passion I bring to every bookkeeping project. Reach out now, and let's transform your financial records into a masterpiece of precision and accuracy!📈
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Business Operations
    Financial Statement
    Income Statement
    Yardi Software
    Finance & Accounting
    Financial Accounting
    Forecasting
    Business Plan
    Bank Reconciliation
    Microsoft Office
    Accounting Software
    Budget Management
    Accounting Basics
    Microsoft Excel
    Intuit QuickBooks
  • $12 hourly
    Welcome to my profile, where your search for the perfect virtual assistant ends. 🌟 𝙔𝙊𝙐𝙍 𝘼+ 𝙑𝙄𝙍𝙏𝙐𝘼𝙇 𝘼𝙎𝙎𝙄𝙎𝙏𝘼𝙉𝙏 🚀 High-speed Internet Connection 👨🏽‍💻 Fast Learner and Tech-Savvy ✨ Reliable, Flexible, and Professional Here's what I can do for you 👇👇👇 🔥𝘼𝘿𝙈𝙄𝙉𝙄𝙎𝙏𝙍𝘼𝙏𝙄𝙑𝙀 𝙎𝙐𝙋𝙋𝙊𝙍𝙏 As a data entry and organization specialist, I leverage my expertise with some tools I mentioned below to ensure seamless and accurate data management. ▪️ Microsoft Office Suite ▪️ Google Workspace ▪️ Trello 🔥𝙋𝙍𝙊𝘿𝙐𝘾𝙏𝙄𝙑𝙄𝙏𝙔 𝙖𝙣𝙙 𝘾𝙊𝙈𝙈𝙐𝙉𝙄𝘾𝘼𝙏𝙄𝙊𝙉 As a productivity and communication expert, I seamlessly integrate the following tools below to streamline operations and enhance collaborative workflows. ▪️ Trello ▪️ Microsoft Teams ▪️ Skype ▪️ Zoom ▪️ Hubspot ▪️ Loom ▪️ ChatGPT ▪️ Calendly ▪️ Whatsapp 🔥𝘿𝘼𝙏𝘼 𝙀𝙉𝙏𝙍𝙔 𝙖𝙣𝙙 𝙊𝙍𝙂𝘼𝙉𝙄𝙕𝘼𝙏𝙄𝙊𝙉 As a data entry and organization specialist, I leverage my expertise with the tools I mentioned to ensure seamless and accurate data management. ▪️ Microsoft Excel ▪️ Microsoft Word ▪️ Google Sheets ▪️ Google Docs ▪️ Google Workspace ▪️ Trello 🔥𝙎𝙊𝘾𝙄𝘼𝙇 𝙈𝙀𝘿𝙄𝘼 𝙈𝘼𝙉𝘼𝙂𝙀𝙈𝙀𝙉𝙏 𝙖𝙣𝙙 𝙈𝘼𝙍𝙆𝙀𝙏𝙄𝙉𝙂 With my social media management and marketing skills, I strategically navigate the platforms I've listed below and use my creative powers, which are enhanced by the tools below. ensuring impactful and visually appealing content. ▪️ Canva ▪️ CapCut ▪️ Facebook ▪️ Hubspot ▪️ Instagram ▪️ LinkedIn ▪️ Pinterest ▪️ Twitter ▪️ Youtube With my diverse skills, meticulous attention to detail, and unwavering commitment to excellence, I'm confident I can exceed your expectations. Let me be your trusted partner in achieving your goals. If you are ready to offload the administrative tasks that are keeping you from enjoying other aspects of your life and from scaling your business, let's talk. 🤙 🟢 If you're sold and think we're a good fit. 🗨 Drop a personalized message and let me know. 📞 What time works best for you for a discovery call? *wink Talk soon! 𝘾𝘼𝙍𝙇𝘼 😉 wink*
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Graphic Design
    Project Management
    Finance & Accounting
    Travel & Hospitality
    Customer Service
    Lead Generation
    Computer Skills
    Customer Support
    LinkedIn Development
    Canva
    Data Entry
    Phone Communication
    Online Research
    Google Workspace
    Microsoft Office
  • $5 hourly
    7 years of experience in the BPO industry as an IT Specialist, Call Center Representative and Remote Campaign Director. Working with various account mainly doing cold calls for companies who are in need of additional sales on their funnels.
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    Administrative Support
    Customer Service
    Marketing Strategy
    Microsoft Excel
    Sales
    VoIP Administration
    Customer Relationship Management
    B2C Marketing
    Outbound Sales
    Adobe Photoshop
    Finance & Accounting
    Lead Generation
    Telemarketing
  • $10 hourly
    I strongly believe that my qualifications fits the person that your looking for. I've been with Health account for almost 3 years. I took inbound and outbound calls from patients, providers and insurance company. I answer their queries about the insurance information. I review accounts and claims. I read and analyze EOB. Post patient and insurance payments . I explain to the patients how the claim was processed by insurance. Submitting claims and corrected claims if necessary. I follow up with insurance and make sure to get a payment. • Oriented in Microsoft Office Application such as: • Microsoft Office Word • Microsoft Office Excel • Microsoft Office Power Point • Good communication skills • Have a healthy attitude toward work
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    Administrative Support
    Medical Billing & Coding
    Accounts Receivable
    Customer Service
    Communications
    Finance & Accounting
  • $15 hourly
    I'm a skilled bookkeeper and knowledgeable in general accounting. I've been in the banking industry for almost 3 yrs, part of my job responsibilities is to process loans and prepare financial statements for clients. With my current job, I put effort and time to assist business owners, by creating cash flows, financial statements, and projections. I am also responsible for managing the day-to-day financial operations of the business. This includes maintaining accurate records of all financial transactions, reconciling bank statements, and preparing financial reports for management. I also played a key role in the annual audit process, ensuring that all financial records were complete and accurate and that all financial statements were prepared by generally accepted accounting principles. I've been doing accounting work and bookkeeping using QuickBooks. As a freelancer, I can work at stages of the project. Looking forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Accounting Principles & Practices
    Editing & Proofreading
    Order Entry
    Finance & Accounting
    Transaction Processing
    Microsoft Office
    Account Reconciliation
    Accounts Payable
    Bookkeeping
    Transaction Data Entry
    Data Entry
    Intuit QuickBooks
  • $20 hourly
    Certificates: ~Quickbooks Online ProAdvisor Certified ~Xero Advisor Certified ~Xero Payroll Certified ~PTIN for Tax Preparation I am an experienced Bookkeeper who specializes in Catch Up and Clean Up Bookkeeping. I help Small Business Owners Set-up their books in the Accounting Software, Reconcile the Books to Catch Up and Clean it Up for Tax purposes. I have knowledge in E-commerce (Amazon, Shopify, and Paypal), Restaurant, Studios, and other small business Skills: -Recording of Amazon and Shopify Sales -Bank Reconciliations -Xero/Quickbooks Online Start-up ~Preparation of Income Statement ~Preparation of Balance Sheet ~Preparation of Expense Report ~Tax Preparation If you think I am qualified and I have the credentials you're looking for, I am just an invitation away. Thanks.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    QuickBooks Online
    Wave Accounting
    Xero
    Financial Reporting
    Finance & Accounting
    Bookkeeping
    Accounting Software
    Shopify
    Expense Reporting
    Income Statement
    Month-End Close Assistance
    Chart of Accounts
    Balance Sheet
    Microsoft Excel
    Bank Reconciliation
  • $15 hourly
    Hey it’s Carla!😀 Are you unhappy seeing your accounting books not updated, messed-up and unreliable? Do you want to see how profitable your business is and move ahead to financial and business decisions? Or do you have a start-up business and you want all your financial records in place? For every problem, there is always a creative solution!😉 I am a Certified QuickBooks Online ProAdvisor. I will help you free up your time worrying on these issues. I have worked with start-ups, small and medium-sized businesses, brick-and-mortar, online and e-commerce, locally and globally. My services include: 👉Bookkeeping using QuickBooks Online Accounting System coupled with 👉Financial Analysis & Recommendation and 👉Business Consultation: Analysis, Strategy & Management If you’re looking for: -updated books of accounts🔥 -accurate record-keeping🔥 -reliable financial reporting🔥 -effective business planning and strategies🔥 …..and other financial and business services,🔥 Then you just landed to the right profile! Can’t wait to speak with you, Carla
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Management Accounting
    Accounting Principles & Practices
    QuickBooks Online
    Financial Statement
    Finance & Accounting
    Financial Accounting
    Bookkeeping
    Account Reconciliation
    Bank Reconciliation
    Accounts Payable
    Accounting Software
    Accounts Receivable
    Intuit QuickBooks
  • $20 hourly
    I worked as support staff for more than a decade. I was promoted to a higher position after five years of working with one of the most trusted newspaper companies in the Philippines when they made me handle administrative assignments outside the branch I was initially assigned in. I make sure all requirements of the newly opened branches are complete to operate legally. I was also in charge of training newly hired staff and negotiating with clients and suppliers while the branches were still in the transition period. I also spent the majority of my employment setting up workflows and designing performance reports for several branches, prooving my proficiency with Microsoft Excel and also saving up to 33 hours per week of overhead cost and stress related to rendering overtime. Aside from the leadership skills I developed while working for more than a decade, I also have a set of skills that are readily available to serve you better. I finished my Bachelor of Science in Accountancy in 2009. I am resilient and meticulous and am essential to your support team. Skills: ✔ Customer Support ✔ Data Entry ✔ Reconciliation ✔ 40 WPM ✔ Calendar Management ✔ Email Management ✔ Basic Photo and Video Editing ✔ Transcription ✔ Research ✔ Bookkeeping ✔ Payroll ✔ CRM Management ✔ Administrative Support I am familiar with: ✔ Microsoft Office ✔ Sprout ✔ Workspace ✔ Zendesk ✔ Canva ✔ WordPress ✔ Weblinc ✔ Adobe Photoshop ✔ Adobe InDesign ✔ Filmora ✔ Ontraport ✔ Keap ✔ Trello ✔ Hootsuite ✔ Planoly ✔ Xero ✔ Quickbooks ✔ Anydesk ✔ Remote Desktop Feel free to invite me for an interview.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Data Entry
    Shopify
    Google Docs
    Xero
    Microsoft Office
    Canva
    Zendesk
    Intuit QuickBooks
    Bank Reconciliation
    Microsoft Excel
  • $10 hourly
    I'm a Certified Public Accountant in the Philippines with 6+ years experience in bookkeeping, preparing reports such as financial statements and tax returns. I also do reconciliation of accounts (bank reconciliation etc.) I can also prepare schedules that your tax agent need in filing your tax returns. Below are the skills I can offer: - Knowledgeable in QuickBooks, SAP, XERO system - Bookkeeping - Content Writer - Data Entry I'm excited to be part of your team and to be a help in any ways.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Finance & Accounting
    Writing
    Analytics
    Data Analysis
    Xero
    Financial Reporting
    Account Reconciliation
    Bookkeeping
    Data Entry
    Accounting Basics
    Balance Sheet
    Bank Reconciliation
    Payroll Accounting
    Microsoft Excel
  • $9 hourly
    I have 9 years of versatile customer support experience for startups, large companies, and many e-commerce stores, and Top-Rated virtual freelancer since 2019, I have dedicated my skills and passion to clients who value Quality over rock-bottom rates. My detail-oriented, hard-working, quick thinking and professional traits are highly valued, especially when dealing with customers. In addition to my upbeat personality, I know that I can certainly be an asset to the right Client. My online work experience and strengths include: ✔️ Customer related escalations are handled professionally via Phone, Email, Live Chat, and Social Media mediums (eg. Facebook, Instagram, Zendesk, Salesforce, Gorgias, Magento, etc) ✔️ Responding to customer inquiries in a timely and accurate way through email or chat. ✔️ Helping customers fix their products by doing step-by-step troubleshooting using specific features and analyzing, and reporting product malfunctions. ✔️ Communicate clearly and effectively with end-users, colleagues, and management to quickly resolve issues and ensure customer satisfaction. ✔️ Serves customers by providing product and service information and resolving product and service problems. ✔️ Attracts potential customers by answering product and service questions and suggesting information about other products and services. ✔️ Maintains customer records by updating account information. ✔️ Resolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution. ✔️ Maintains financial accounts by processing customer adjustments. ✔️ Recommends potential products or services to management by collecting customer information and analyzing customer needs. My vast experience, especially working with startups, has allowed me to become very innovative in ensuring that the client's requirement is achieved with the utmost quality. I know a lot of customers' pain points as I have been dealing with them for over 9 years since I started working in a Business Process Outsourcing company. I can work with the company to help maintain customer happiness, giving forward-thinking strategies focused on addressing customer needs, and providing long-term resolution to them. Let me be the one to assist in your company's growth and success. Thank you so much for taking the time to visit my Upwork profile, I hope to work with you soon!
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Email Communication
    Customer Satisfaction
    Customer Service
    Salesforce
    Inbound Inquiry
    Email Support
    Phone Support
    Online Chat Support
    Zendesk
    Order Tracking
    Finance & Accounting
  • $7 hourly
    I'm an experienced Virtual Assistant of a law firm, and my job is to assist clients with their ongoing cases, collections, booking appointments for meetings, and Travel. Manager: E-commerce store monitoring daily sales, orders through email and phone. Customer service: Phone and Email support, debt collector, and order processor Telemarketer: (B2B/B2C), calling customers and offer a free quote. (Real estate, Medical, and car Insurance) Data entry analyst: knowledge in google drive, microsft360, excel spreadsheets Admin task: bookkeeping, (quickbooks and xero) and bank reconciliation.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Email Marketing
    Lead Generation
    Telemarketing
    Microsoft Word
    Customer Service
    Accuracy Verification
    Search Engine Optimization
    Sales
    Inbound Inquiry
    Management Skills
    Social Media Marketing
    Finance & Accounting
    WordPress e-Commerce
    Phone Communication
    Data Backup
  • $35 hourly
    Angelica Mae S. Inventor, CPA, CTT, MRITax President/CEO PhilBasics Services Inc. 📌⭐PROFESSION AND CERTIFICATIONS:⭐📌 ✅ Certified Public Accountant (CPA) ✅ Certified Tax Technician (CTT) ✅ Certified Bookkeeper (CB) ✅ Bureau of Internal Revenue (BIR) Accredited Tax Practitioner ✅ Board of Accountancy (BOA) Accredited CPA ✅ Cooperative Development Authority (CDA) Certified External Auditor ✅ Tax Specialist-International Certification III, Royal Institution Singapore Has 8 years of extensive experience in external audit, accounting, taxation, and advisory for over a hundred clients in various industries such as: ✨Retail ✨Manufacturing ✨Automotive ✨Agricultural ✨Lending ✨Financing ✨Property Management ✨Holdings 📌ACHIEVEMENTS📌 ✨ Top 4-National, Certified Tax Technician Examination ✨ 100% Rating-Intuit Quickbooks Online ProAdvisor Certification ✨ 100% Rating, High Distinction-Certified Bookkeepers Examination 📌SKILLS AND ABILITIES📌 ✨Proficient in English communication ✨Extensive knowledge and computational skills in Bookkeeping, Finance, Accounting, Taxation and Auditing ✨Experience in QuickBooks Online, XERO, SAP, and other accounting software ✨Knowledge in extensive use of Microsoft applications(MS Word, MS Power point, MS Visio, MS Publisher and MS Excel) ✨Adept analytical and research skills ✨Commendable leadership and interpersonal skills
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Data Annotation
    Xero
    ChatGPT
    Prompt Engineering
    Artificial Intelligence
    Business Writing
    International Financial Reporting Standards
    QuickBooks Online
    Finance & Accounting
    CPA
    Bookkeeping
    Bank Reconciliation
    Financial Report
    Microsoft Excel
    Financial Audit
  • $50 hourly
    persevering, patient, self- motivated, flexible, willing to learn and can easily adjust to a new environment. - Experienced Professional in the Financial/Banking industry - Knowledgeable in Bank Reconciliation, Data Quality, Issues/Incident Management - Collaborative and can easily build rapport with colleagues and clients - Quick-learner and always willing to learn new skills/knowledge - Very skilled in using Service Now application and Ticketing Technical Issues - Excellent skills in Process Documentation
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Regulatory Compliance
    Finance & Accounting
    Bank Reconciliation
    Data Analytics
    Data Analysis
  • $38 hourly
    Experienced Operations Director with a demonstrated history of working in the insurance, construction, consumer electronics and F&B industries. Well experienced in the field of Business Process, Budgeting, Operations Management, Analytical Skills, and Accounting. Strong business development professional with a Master of Business Administration (MBA) focused in MBA from Ateneo Graduate School of Business
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Financial Planning
    Financial Analysis
    Management Accounting
    Finance & Accounting
    Finance
    Financial Audit
    Financial Accounting
  • $10 hourly
    As an AP Specialist for 15 years in BPO Shared Services, I ensure efficient processes and workflows are in place to keep vendors happy while maximizing my employer's bottom line. I am confident that my hands-on approach would add value to your AP team. My current day-to-day responsibilities as an AP specialist mirror the job responsibilities outlined in your ad. At my previous company, I: * Review invoices for appropriate documentation and approval prior to payment * Research, reconcile and correct discrepancies on vendor statements * Process vendor invoices, AP batches and check rebates * Develop or revamp systems for accuracy and efficiency * Help plan and execute month-end AP closing activities I am enthusiastic and excel at vendor management, invoice coding and report tracking. I am also deeply familiar with Excel with 60-70wpm speed and accuracy; and familiar in several accounting software programs like Concur, VIM, SAP and I adapt quickly to new programs.
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    Microsoft PowerPoint
    Finance & Accounting
    Video Editing
    Microsoft Excel
    Accounting Basics
    Data Entry
    Accounts Payable
  • $35 hourly
    My North Star is to take over the daily operations of your online business to "free up" you as a business owner (so that you can concentrate on being visionary leaders) 1. I am Systems Strategist who creates and sets up systems, processes, workflows, and procedures to help you and your team manage clients, people, and projects. 2. I am Online Business Manager (OBM) who manages your projects, people, operations, and metrics. 3. I am a meticulous Industrial Engineer with a strong passion for analyzing your data and systems. 4. I possess practical knowledge of processes, systems, and business. 5. I use analytical skills to design and improve your processes for system efficiency My Four Core Services and Expertise: 1. Project Management – managing a launch, setting up a new online program, and implementing new tools, software, and websites. 2. Operations Management – making sure there are systems in place for finance, accounting, billing, client relationships, inventory, fulfillment, workflow, communications, etc. 3. Metrics Management – tracking stats to know exactly what's working in your business and what isn't & recommending next steps. 4. People Management – outsourcing, recruitment, managing, and tracking the completion of the day-to-day tasks of your client's team. Softwares I have used: - Advanced Excel/Google Sheets - HubSpot, PipeDrive, Close.com CRM, NetSuite, Xero, Quickbooks, and Zoho ERP (Books, CRM, Recruit) - ClickUp, Asana, JIRA - ScheduledOnce - Shopify - Zendesk - Google Data Studio - Zapier, Automate.io, Integromat, Coupler.io - Klaviyo - FB Ads Manager PROJECT HIGHLIGHTS: 1. Documented end-to-end business operations for a German Amazon E-commerce business, improving process efficiency and providing clear guidelines for R&D, Supply Chain, Customer Service, and Marketing. 2. Implemented Traction / Entrepreneurial Operating System (EOS) for a German Amazon E-commerce business, establishing a solid Vision, Data, People, and Process structure, resulting in improved alignment and productivity. 3. Streamlined business operations for a German Amazon E-commerce business and UK E-commerce Gaming Business by implementing ClickUp, leading to enhanced collaboration, task management, and overall efficiency. 4. Optimized business operations for an F&B Franchising Business using ClickUp, Zoho Books, and Zoho Inventory integrated through Zapier. Automated tasks and streamlined workflows resulted in improved sales, marketing, franchise/branch management, and financial processes. 5. Organized and managed Real Estate operations, including properties and projects, using ClickUp. Implemented automations in Zapier, resulting in streamlined processes and improved project management. Also served as Operations Manager, overseeing teams, projects, hiring, and day-to-day operations. 6. Implemented PipeDrive CRM, Zapier automations, and ClickUp for a Wholesaling Real Estate business. Efficiently managed sales processes and hired team members to support business growth. 7. Transformed a Finance Consulting Agency's operations by implementing ClickUp and transitioning from Slack. Managed projects effectively, resulting in improved growth, delivery, and operational efficiency. Also facilitated the implementation of EOS Traction for better organization. 8. Integrated HubSpot CRM, Zapier, ClickFunnel, and Pandadoc for an Automation One-man Team Agency. Streamlined processes for online courses and coaches' clients, resulting in improved sales and document management. 9. Facilitated a two-month intensive EOS Traction program for a US Amazon E-commerce Company, aligning the team's efforts and improving overall business performance. 10. Optimized sales team monitoring for multiple online businesses, coaches, and online course creators by implementing and optimizing Close.com CRM, ScheduledOnce, Zapier, and spreadsheet data/metrics tracking. Enhanced sales performance and streamlined data management. 11. Successfully implemented Zoho Books Accounting Software for 9 business units/subsidiary, ensuring organized and accurate accounting data for the past 3 years. 12. Created automated dashboards and reports for all departments using Google Data Studio (Looker Data Studio), Spreadsheet, Coupler.io, and Mixed Analytics.Sales Dashboard (Overview, Conversion, Leads, Deals, Retention) for a Staffing Outsourcing Agency 13. Integrated and automated platforms using tools such as Zapier, Coupler.io, Automate.io, HubSpot workflows, Google Sheets formulas, and ClickUp for a Staffing Outsourcing Agency -----> a. Developed 20 Zapier zaps, 7 Coupler.io runs, 5 Automate.io flows, and 200+ HubSpot workflows. -----> b. Integrated platforms including HubSpot, Crelate, ClickUp, Xero, and Google Sheets. -----> c. Utilized advanced Google Sheets formulas (arrayformula, importrange, query, multiple if conditions, vlookup, sumifs, etc.). ➡Ready to Grow and Scale Your Business Online? Contact Me Today!⬅
    vsuc_fltilesrefresh_TrophyIcon Financial Services
    HubSpot
    Finance & Accounting
    Business Process Reengineering
    Six Sigma
    Project Management
    Business Operations
    Organizational Design & Effectiveness
    Business Analysis
    Business Process Modeling
    System Automation
    Process Improvement
    Strategy
    KPI Metric Development
    Oracle NetSuite
    Zoho Books
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