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Cathleen M. — Junior Accountant Bookkeeper from Philippines

Cathleen M.

Junior Accountant Bookkeeper

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Cathleen M. is an experienced Accountant and Bookkeeper, renowned as a Certified QuickBooks Online ProAdvisor since 2020. She has excelled in managing financial records for diverse clients, ensuring accuracy and up-to-date information. Cathleen has honed her skills in Bank Reconciliation, and is proficient in recording invoices and bills using QuickBooks. She has also demonstrated expertise in financial statement reporting. Her professional journey includes notable roles at Epitome Tax & Insurance, Talents Bookkeeping, and Aroha Collective, S.R.L., where she executed monthly financial reconciliations, managed expenses, and prepared journal entries. Furthermore, at Linx Legal Inc., she prepared monthly journal entries from trial balances and compared monthly expenses. Her meticulous nature and problem-solving abilities are evident in her ability to create new charts of accounts when needed. Additionally, her role as a virtual assistant involved data entry and online research, showcasing her versatility and adaptability across various financial and administrative domains.

Experience

  • Bookkeeping Services

    Linx Legal Inc. · 2022 — 2024
    Handled month-end journal entries via QuickBooks, prepared monthly journal entries from the trial balance of multiple properties, compared monthly expenses, and created new chart of accounts as necessary.
  • Virtual Assistant

    Resly · 2021 — 2024
    Conducted data entry and online research while managing the upload of images and property descriptions to the client's direct booking site.
  • Bookkeeper

    Epitome Tax & Insurance · 2021 — 2023
    Executed monthly reconciliations of bank and credit card accounts and processed bill payments using QuickBooks, Bill.com, or other online platforms. Supported the preparation of regular reports.
  • QBO - Data Encoder

    Talents Bookkeeping · 2023 — Present
    Managed QBO account activities, matching receipts to client transactions, categorizing transactions, and creating rules in QuickBooks Online.
  • Bookkeeper

    Aroha Collective, S.R.L. · 2022 — 2022
    Performed data entry, categorized transactions, managed expenses, and prepared journal entries.

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