
Certified Public Accountant with experience spanning external audit, credit risk analysis, government tax examination, city government accounting, and remote bookkeeping/accounting for Australian and US clients. Skilled in QuickBooks Online, Xero, and AppFolio, with a track record of maintaining accurate financial records, reconciling accounts, managing payroll, and preparing compliant financial statements and tax filings for remote teams.
Experienced in fully remote roles (full-time, project-based, and contractual) supporting Australian and US-based clients using cloud accounting platforms including QuickBooks Online, Xero, and AppFolio.
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Maintain accurate financial records by recording and categorizing transactions in QuickBooks Online and Xero according to the chart of accounts.
Reconcile bank and credit card statements monthly, matching transactions from bank feeds to recorded income/expenses to resolve discrepancies.
Process payroll using QuickBooks Payroll and Xero Payroll, ensuring tax compliance and accurate reconciliation of payroll liabilities.
Generate Profit & Loss, Balance Sheet, and Cash Flow statements, and report on accounts receivable/payable to support budgeting and forecasting.
Integrate third-party apps and payment processors with QBO and Xero to streamline data flow across business tools.
Prepare adjusting journal entries and collaborate with CPAs and tax professionals on tax filings and audits.
Set up Xero software and chart of accounts, configuring quotes, invoices, purchase orders, and bills for two client businesses.
Imported transactions from Shopify and Shopline into Xero, enabling accurate tracking of e-commerce sales and reconciliations.
Prepared BAS and IAS lodgments and income tax documentation in line with Australian compliance requirements.
Managed payroll, fixed asset register, and depreciation schedules, and produced monthly financial statements.
Monitored cash flow and budgeting while managing documents through Hubdoc for streamlined record-keeping.
Prepared financial reports and statements for property management clients, recording and processing payments and invoices.
Collected, recorded, and deposited rent payments while maintaining tenant records and liaising with tenants on property matters.
Reconciled bank accounts and credit card statements monthly, resolving financial diagnostic issues flagged in AppFolio.
Set up QuickBooks Online and chart of accounts, managing fixed asset registers, depreciation, and payroll.
Assisted in preparing 1099 forms and supporting documents for year-end tax reporting.
Prepared and maintained financial statements, reports, and records for city government operations.
Analyzed financial data to produce forecasts and reports, investigating discrepancies in financial records.
Coordinated preparation of the annual city budget and monitored city debt levels.
Audited accounts and financial transactions to ensure compliance with applicable laws, regulations, and ordinances.
Advised city council and departments on financial matters and maintained relationships with vendors and stakeholders.
Conducted field audit investigations of tax cases, verifying tax returns and documents for government agencies, GOCCs, and private taxpayers.
Prepared investigation reports and dockets for submission to the Regional Office review team.
Processed applications for Tax Clearance Certificates and electronic Certificates Authorizing Registration across Income Tax, VAT, Capital Gains Tax, and other tax types.
Resolved taxpayer queries, both online and walk-in, relating to tax programs, systems, and processes.
Analyzed credit information and financial statements to assess risk on client lending applications.
Prepared financial projections and financial ratio analysis to support lending decisions.
Authored credit evaluation reports used by approving authorities in final lending decisions.
Evaluated invoice/PDC purchases for Acudeen Technologies’ invoice receivable financing program, including payor assessment, repayment record checks, and projected revenue computations for Board approval.
Gathered and validated client business process information and source documents to support audit planning.
Assisted the audit manager in preparing audit programs based on findings and client discussions.
Filed required BIR tax forms on behalf of clients.
Supported client bookkeeping including invoicing, purchase orders, bank reconciliations, journal entries, and payroll management.