Hire the Best Intuit QuickBase Specialists
in the Philippines

Accomplished Accountant with 20 years of experience, specializing in Accounts Receivable, Billing, Accounts Payable, and Document Control. Experienced in various ERP and CRM systems including QBO Online, Netsuite, TriumphPay Audit, SAP, Yaypay, Salesforce, Zendesk, Pipeline CRM, Northridge. Professional Experience Accounting Specialist Zipcode Express Inc. March 1, 2025 - Present Manage daily bookkeeping and full-cycle AR/AP using QuickBooks. Reconcile accounts, process payments, and support month-end close. Ensure accurate financial records and assist in audit preparation. Remote Data & Reporting Specialist PrimeCo Reconstruction | Feb 2025 – Present Monitor P&L, COGS, AR aging, and client expenses for multiple construction projects. Prepare Excel/Google Sheets reports, pivot tables, and dashboards. Reconcile expenses in QuickBooks Online and manage payroll data via ADP. Organize receipts and improve reporting workflows for accurate, timely data. Bookkeeper/Accountant/QuickBooks Entry Linx Legal, Inc, Myrtle Beach, FL, USA Jan 2024 - Present Manage full-cycle bookkeeping in QuickBooks Online and Nortridge Loan System for a timeshare cancellation company. Create/import customer accounts, loans, estimates, and invoices; reconcile payments from multiple platforms (Bill.com, Stripe, CMS, GreenPay, UCFS). Post and apply payments, process refunds and chargebacks, and record monthly accruals for loans and down payments. Maintain accurate AR records, ensure data integrity for commissions, and support month-end close with the business controller. Senior Lead - AP & Documents Control Flock Freight Inc, Encinitas, CA, USA Feb 2023 - Present Conduct thorough document audits of Proof of delivery, Bill of Lading, accessorial and invoices to ensure accurate billing for customers and timely payments to carriers. Review processed documents for compliance with company standards, approving or escalating to account managers or sales teams as needed. Manage aged loads by coordinating final follow-ups to secure required documentation. Drive operational efficiency in freight brokerage processes through meticulous attention to detail and proactive problem-solving. Senior Accounts Receivable Specialist Flock Freight Inc, Solana Beach, CA, USA Oct 2019 - Feb 2023 Ensured accurate daily deposit recording and seamless payment application. Proactively followed up on outstanding invoices and issued final demands for aged accounts. Conducted account reconciliations to maintain ledger accuracy. Evaluated customer creditworthiness to support informed decision-making. Streamlined payment processing, driving efficiency and improving cash flow. Finance Admin Auptix, Inc (Now Flock Freight Inc), USA Jun 2016 - Oct 2019 Provided financial and administrative support. Verified and completed revenue and payable transactions. Audited freight bills and processed driver settlements. Skills ERP & CRM Systems: QBO Online, Netsuite, TriumphPay Audit, SAP, Yaypay, Salesforce, Zendesk, Pipeline CRM Financial Software: QuickBooks, Google Sheets, Excel Billing & Invoicing Accounts Receivable & Payable Document Control & Data Entry Strong Customer Service Attention to Detail Problem Solving & Escalation Management Education Bachelor of Science in Accounting 2001 Certifications QuickBooks Certification SAP Certification How to Survive an Audit Languages Fluent in English References Available upon request.

I have a high level in business accounting software set up. I handle bank reconciliation, invoicing, pay bills, categorized transactions, coding, sales receipts, cleanups and all other accounting and bookkeeping related jobs. I am your humble servant in the matters of accounting and bookkeeping. I have knowledge in the following softwares: Sage Odoo Accounting Quickbooks Online/Desktop Quicken Kick co Buildium AppFolio ERPNext Freshbooks Xero Kashoo Kashflow Wave Saasu Aplos Zoho Books ERPNext Powerpoint Excel Word Asana Dext Hubdoc

Experienced and highly-organized Bookkeeper and a Financial Analyst with 10+ year professional experience and a Bachelor Degree in Accounting Technology. Provides dedicated administrative support and work special projects. ✅ Skilled in meeting the deadlines, email management, oral and written communication, compiling and organizing data for invoicing as well as collecting and managing campaign data reporting using SAP Business One and QuickBooks Online ✅Categorization, Clean up & Catch Up, Bank Reconciliation, Adjusting Journal Entry, and Financial Reporting are my forte. ✅ Process Accounts Payable for payroll, medical billings, Purchase Orders (Items or Services) and for needed payments for the suppliers and service contractors. ✅ Process payments. ✅ Strong attention to details. ✅ Knowledgeable of Generally accepted accounting principles or GAAP ✅ Doing replenishments of the revolving funds of the company. ✅ Project Management. ✅ Responsible for recording Capital Expenditures of the company. ✅ Recording non-current assets and fixed assets and its depreciation monthly. ✅ Recording of operational costs of the company and the allocation to its affiliates. ✅ Preparing Financial Statements monthly, interim and annually for audit preparation ✅ Entering all income and expenses in the accounting system (SAP ERP, QuickBooks Online) accurate and precise based on actual supporting documents. ✅ Garnering three consecutive years of having 96% on performance appraisal ✅ Commended and endorsed as a Team Leader ✅ Most trusted person by handling critical and confidential tasks. ✅ Able to navigate Microsoft Excel (expert in using Privot Table, Data validation, VlookUp, etc.) ✅ Able to navigate Google Suites, QuickBooks Online, Notion, Monarch Money, LastPass, Bill.com If you are looking for a passionate and reliable assistant to any administrative tasks feel free to connect with me. I am highly organized person and willing to do the tasks. Very keen to details with less supervision. Enthusiastic and eagerness that drives her to finish the tasks on time or as early as possible. A team player and willing to be trained at any field of tasks or job.

QUICKBOOKS PROADVISOR CERTIFIED I offer the following services: 1) EXCEL AND GOOGLE SHEETS: - help in formulas and functions such as vlookup, hlookup, sumif/s, countif/s, mid, upper, lower, proper, sum, index, match, offset, indirect, date, max, min, average, etc. - Excel table, Pivot Tables/Charts/Slicers, - VBA/MACRO, Google App Script, conditional formatting and data validation - creating automated forms, templates, spreadsheets and dashboards with textfields, combo boxes, dropdown lists, shapes and buttons 2) FINANCIAL REPORTING/MODELING: - manually preparing P&L, Balance Sheet, Cash Flows, General Ledger, AR and AP Aging in Excel/Google Sheets using data from Bank and Credit Card Statements and other documentations - generating P&L, Balance Sheet, Cash Flows, General Ledger, AR and AP Aging from QBO and Xero. - preparing Budget, Forecasts and Calculators in Excel/Google Sheets 3) BOOKKEEPING IN QUICKBOOKS ONLINE, XERO AND EXCEL/GOOGLE SHEETS: - importing bank/credit card transactions to the accounting system - setting up bank rules and chart of accounts - categorizing imported bank transactions/bank feeds - setting up invoices and bills - matching payment of invoices and bills to bank deposits and disbursements - bank reconciliation 4) DATA ENTRY SERVICES: - Converting file from PDF/MS Word to Excel/Google Sheets/MS Word and vice versa - Transfering data from PDF/Website/MS Word to Excel/Google Sheets/MS Word - Encoding data to online systems/platforms - Typing

BETTER BOOKKEEPING LEADS TO BETTER FINANCING + Accountant/Bookkeeper + Accounts Receivable Manager + Accounts Payable Manager + Invoicing + Payroll + Bank reconciliation + Customer and supplier accounts reconciliation + Copy pasting data from scanned copy to spreadsheet in an organize manner Systems and Aps I have experiences: +Xero +Quickbooks Online +Wave +Zoho +Bitrix +Odoo +Sasuu +SageOne +Slack +Outlook +Zendesk +DropBox +Docusign +Excel +Asana +Google drive +ChatGPT Several years of accounting experience and specialize in providing bookkeeping and accounting services .I was able to prepare bank reconciliation, cash position, production report daily, weekly and monthly reports. I was in-charge in Accounts Payable and Accounts Receivable and also preparing a work file for yearly auditing.

TAX SEASON IS HERE 😱😱😱 Need a hand with bookkeeping? Let us make things easy. Providing stress-free bookkeeping, such as: ✔️ Quickbooks Online ✔️ Quickbooks Cleanup ✔️ Quickbooks Setup ✔️Categorizing transactions ✔️ Troubleshooting & Reconciliation ✔️ Accounts Payable & Receivable ✨ CATCHING UP & CLEANING-UP SERVICE: ✨ PRICE: $1000/year of transactions Inclusion: ➢ Reconciled bank and credit card transactions to current statement dates ➢ Categorized and reviewed uncategorized transactions ➢ Matched deposits and payments with corresponding invoices and bills ➢ Cleared out old or duplicate transactions from the bank feed ➢ Reviewed Accounts Receivable and followed up on overdue invoices ➢ Checked Accounts Payable for outstanding bills and scheduled payments ➢ Updated chart of accounts for better clarity and consistency ➢ Ran and reviewed key reports (Profit & Loss, Balance Sheet, A/R Aging) for accuracy