Your first tax season isn’t just about meeting deadlines and avoiding penalties—it is also a chance to discover new opportunities to future-proof your finances.
Most business owners don’t realize that tax season is a strategic moment to maximize savings and build financial stability. Yet, 40% of small business owners already dread bookkeeping and taxes, and nearly 20% are uncertain about whether they are doing it right.
But what if the right guidance could not only simplify the process – but also turn tax season into a launchpad for growth?
This is exactly where a remote accountant comes in. Beyond crunching numbers, they can provide expert and experienced financial advice in identifying overlooked deductions, streamlining your systems, and even protecting you against audits.
Don’t miss out on this strategy that many entrepreneurs like you are gatekeeping. Keep reading to unlock the tips, tools, and strategies that can enable this overlooked resource to make your tax season help experience a breeze!
IN THIS BLOG
- ➤
Why Your First Tax Season Can Feel Overwhelming - ➤
Explanation of Challenges - ➤
Common Scenarios for US Taxpayers - ➤
Impact of Missteps - ➤
The Benefits of Hiring a Remote Accountant for US Taxpayers - ➤
Convenience of Remote Services - ➤
Expert Knowledge of US Tax Codes - ➤
Custom Solutions - ➤
Secure Platforms - ➤
Key Services Offered by Remote Accountants - ➤
What to Look for When Choosing a Remote Accountant - ➤
Qualifications and Certifications - ➤
Technology Use - ➤
Availability - ➤
Transparency in Pricing - ➤
The Financial and Emotional Relief Provided by a Remote Accountant - ➤
Saving Time and Money - ➤
Confidence in Accuracy - ➤
Stress Reduction - ➤
Steps to Get Started With a Remote Accountant for Tax Season - ➤
Assess Your Needs - ➤
Research and Compare Accountants - ➤
Gather Documents - ➤
Set Clear Expectations - ➤
FAQS - ➤
Can a remote accountant work with clients from any state in the US? - ➤
How do remote accountants ensure the security of my financial information? - ➤
Do remote accountants offer services for both individuals and businesses? - ➤
The Bottom Line
Why Your First Tax Season Can Feel Overwhelming
Your first tax season as a business owner can feel like diving into uncharted waters.
From navigating complex tax codes to meeting tight deadlines, the process is riddled with potential pitfalls.
For many, the fear of making mistakes—whether it is missing deductions or underreporting revenue—adds to the pressure.
Without a clear plan or the right expertise, tax preparation can quickly become a source of stress. Understanding why this happens is the first step to easing the burden.
Let’s explore the challenges, common scenarios, and potential consequences of missteps, shedding light on how professional tax season help can provide you with a far better experience.
Explanation of Challenges
The complexity of tax season often stems from three major challenges:
- Tax Code Complexity: US tax laws are notoriously intricate, with rules that vary based on income type, business structure, and location. Small business taxes often include additional layers, such as sales tax compliance or quarterly estimated payments.
- Fear of Penalties: Missing deadlines or filing incorrect information can lead to costly penalties, creating anxiety for first-time filers.
- Missed Deductions: Without a solid understanding of allowable deductions, many business owners leave money on the table, paying more in taxes than necessary.
These challenges highlight the need for guidance from accounting experts who can simplify the process and help you maximize your returns.
Common Scenarios for US Taxpayers
Your situation may be unique, but first-time taxpayers often fall into these categories:
- First-Time Freelancers: Transitioning to freelancing means understanding self-employment taxes, tracking expenses, and managing income streams without an employer’s payroll assistance.
- Small Business Owners: Business owners face the added complexity of managing revenue, payroll, sales tax, and expense tracking—all while filing both personal and business tax returns.
- Newly Self-Employed: Entrepreneurs shifting from traditional employment to self-employment often struggle to adapt to quarterly tax filings, tax statement preparation, and bookkeeping requirements.
Recognizing these common scenarios can help you identify where a remote accountant can make the biggest difference in your tax preparation efforts.
Impact of Missteps
Filing taxes incorrectly can lead to significant consequences, including:
- Stress and Frustration: The sheer volume of forms, deadlines, and calculations can be overwhelming, severely affecting your productivity and peace of mind.
- IRS Audits: Filing errors or inconsistencies increase your risk of triggering an audit, which can be time-consuming and stressful.
- Financial Consequences: Missing deductions, underreporting income, or failing to pay the correct amount can result in hefty fines and reduce your bottom line.
These potential pitfalls demonstrate why partnering with a remote accountant for expert tax season help is a wise investment.
The Benefits of Hiring a Remote Accountant for US Taxpayers
Your first tax season doesn’t have to be a daunting experience.
Accountants today can provide a flexible and efficient alternative to in-person services, helping you stay organized, compliant, and prepared—no matter where you (or they) are located.
A remote accountant combines expertise and accessibility to simplify tax preparation, manage deductions, and streamline compliance. Let’s explore the practical advantages they offer:
Convenience of Remote Services
One of the most significant advantages of working with a remote accountant is the convenience of managing your taxes entirely online.
- No In-Person Meetings: Use video calls, email, and secure online portals to stay connected with your accountant, saving you both time and effort.
- 24/7 Access to Documents: Cloud-based systems make it easy to upload and access tax documents on your schedule.
- Better use of Time: Remote accountants use digital tools to handle tasks like bookkeeping and tax document preparation quickly and accurately.
This level of accessibility is ideal for business owners and freelancers looking to put their time to better use during tax season.
Expert Knowledge of US Tax Codes
US tax codes are intricate, with regulations that differ at both the federal and state levels.
A remote accountant brings specialized knowledge to guide you through the complexities of tax preparation and compliance:
- Federal Tax Expertise: Remote accountants stay updated with the latest IRS regulations, helping you file accurate tax returns while avoiding costly mistakes.
- State-Specific Insights: Whether you are in California, Texas, or New York, they understand state tax laws, including variations in sales tax and business credits.
- Maximizing Deductions: With their deep knowledge of the tax system, they identify deductions and credits that apply to your specific situation, greatly reducing your tax burden.
Custom Solutions
Every taxpayer’s situation is unique, and a remote accountant provides tailored strategies to meet your specific needs:
- Small Business Owners: Manage payroll taxes, sales tax, and income reporting.
- Freelancers and Contractors: Handle expense tracking and quarterly filings.
- Families with Unique Situations: Organize deductions related to childcare, education, or home offices.
Their ability to adapt to specific situations prepares you for the tax season and beyond.
Secure Platforms
Remote accounting relies on modern tools and security protocols to protect your financial data:
- Encrypted Data Sharing: Remote accountants use secure, encrypted systems to transfer documents to protect and keep your financial data private.
- Cloud-Based Accounting Tools: Platforms like QuickBooks, Xero, and FreshBooks allow real-time collaboration and seamless document uploads.
- Backup and Data Recovery: Automated backups and disaster recovery tools protect your financial records from data loss or breaches.
These technologies make remote accounting both safe and efficient for businesses and individuals alike.
Key Services Offered by Remote Accountants
A remote accountant offers more than tax filing assistance—they provide ongoing financial organization, compliance support, and audit readiness:
- Tax Preparation and Filing. Organize documents, calculate deductions, and file returns digitally.
- Record Organization. Maintain accurate records for audits and financial planning.
- Audit Assistance. Prepare documentation and communicate with tax authorities if needed.
- Year-round Financial Guidance. Plan budgets, track revenue trends, and optimize expenses for long-term growth.
By focusing on practical and ongoing support, remote accountants help you keep your finances on track all year – not just during tax season.
What to Look for When Choosing a Remote Accountant
Finding the right remote accountant is critical to making your first tax season a success.
Not all accountants are created equal, and choosing someone with the right skills, tools, and approach can save you time, money, and unnecessary headaches.
Whether you are managing small business taxes or filing as a first-time freelancer, the right professional can guide you through the complexities of tax preparation with ease.
Here’s what to prioritise to select a remote accountant who aligns with your needs.
Qualifications and Certifications
The first thing to check are the applicant’s credentials. You want someone with certifications for or as a:
- Certified Public Accountant (CPA): These professionals are licensed and have expertise in US tax codes, making them an excellent choice for tax returns and compliance.
- Enrolled Agent (EA): An EA is federally licensed and specializes in representing taxpayers before the IRS.
- Relevant Experience: Beyond certifications, look for an accountant with experience working with small businesses, freelancers, or industries similar to yours.
These qualifications should guarantee that your accountant has the expertise to provide reliable tax season help and accurate filings.
Technology Use
A great remote accountant leverages modern online tools to streamline the tax preparation process through:
- Accounting Platforms: Check if they use software like QuickBooks, TurboTax, or Xero for efficient bookkeeping and tax preparation.
- Secure Data Sharing: Look for accountants who use encrypted portals for sharing sensitive financial information.
- Cloud-Based Solutions: Platforms like Google Drive or Dropbox allow for easy collaboration and document organization.
Using the right technology simplifies workflows and keeps your information secure and accessible.
Availability
Tax season comes with strict deadlines, and your accountant’s availability is crucial to meeting them:
- Responsive Communication: Choose an accountant who responds promptly to questions or concerns, especially during busy tax periods.
- Deadline Management: They should have a proven track record of filing on time and handling extensions when needed.
- Year-Round Support: Ideally, your accountant should be available for advice beyond tax season, helping you manage finances throughout the year.
Their availability has a direct on how smoothly your first tax season experience goes.
Transparency in Pricing
Up front costs for services helps you avoid unpleasant surprises later. Look for accountants who offer:
- Flat Fees: Many accountants provide a flat rate for services like tax return preparation, so you won’t be surprised once the service invoice arrives.
- Hourly Rates: If your needs are more complex, hourly rates may be more appropriate. Make sure the accountant is clear about how these are calculated.
- Detailed Estimates: Ask for a breakdown of services and associated fees before committing.
Transparency in pricing reflects professionalism and helps you budget effectively for their services.
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $12.58/hr
Jelly
Candidate ID: 433709
ADVANCED
-
Accounting, Bank Reconciliation, Xero Accounting, QuickBooks...
INTERMEDIATE
-
Bookkeeping, General Accounting, Salesforce CRM, NetSuite...
Median Rate
$12.58
$13.73
if $1 = PHP52
$16.73
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 12.58 per hour or $USD 2180.54 per month
Remote Staff Recruiter Comments
- Jel has a Bachelor's Degree in Business Administration, majoring in Financial Managerial Accounting. She has been working for 7 years within financial, rental, and software development companies where she held roles such as Bookkeeper, Billing Specialist, Executive Assistant, HR Administrator, Revenue Specialist, Internal Auditor, and Finance Officer.
- She adeptly performed the following financial activities:
- Weekly and semi-monthly payroll
- Accounts Payable/Accounts Receivable Management
- Bank reconciliation
- Revenue reporting
- Invoicing
- Collections
- Bills, Payments, Managing past due accounts
- In 2020, she shifted to remote work and provided her services to Australian and US-based clients.
- She is proficient with a variety of tools like QuickBooks, Xero, NetSuite, Sage, Salesforce, Zoho, MYOB, Microsoft Office Apps (Outlook, Teams, Excel), and Google Workspace.
-
- She prefers working the day shift and is open to any part-time or full-time positions.
Strongest Behaviors
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
Jelly Marie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jelly Marie, who takes responsibilities very seriously.
Employment History
Finance Officer
Industry:
Construction / Building / Engineering
Employment Period:
May 2017 to April 2018 (10 Months)
Duties and Responsibilities:
- Reports directly to the Finance Controller.
- Responsible for managing records and receipts, reconciling daily, weekly and monthly transactions.
- Managing Accounts Payable such as, preparing checks for the Supplier's payments, Coordinate with the Suppliers for any descrepancies and discount negotiations
- Preparing weekly salary of Project-based and On-Call employees
- Preparing by monthly salary of Office-based employees & Process Bank Transfers
- Processing of expense claims, reimbursement and deductions
- Process Governmental mandated contribution such as Tax, SSS, and Phil Health
General Accounting Associate
Industry:
Hotel / Hospitality
Employment Period:
October 2018 to May 2020 (18 Months)
Duties and Responsibilities:
- Accounts Receivable - Aging every Friday, Assist and Guide Account Receivable (If needed) Monitor A/R aging, Preparing Billing if necessary, Posting AR Aging, Preparing A/R employee daily, Substitute the Account Receivable Staff in absence.
- Accounts Payable - Checking the request for payments, Emails request for payments ( If necessary) Checking the transmittal, Counter check if all monthly reports of A/P are posted yet, Substitute the Account Payable Staff in Absence.
- Bookkeeping - Checking the purchasing fund (Liquidation), Posting purchasing fund to Prime System, Posting request for payment to prime for Deliveries, Posting green vouchers to prime, Close advances to supplier, Preparing comparative revenue, Close advances subject for Liquidation.
- Month End Report - Preparing month end adjustment - refer to PNL Checklist, edit Budgets & last year Profit and Loss, Preparing consolidated PNL, Preparing cash flow, Posting & finalized various COS, Posting & finalized Inter transfer, Review Profit & Loss and generate.
Revenue Specialist
Industry:
Banking / Financial Services
Employment Period:
July 2020 to February 2022 (18 Months)
Duties and Responsibilities:
- Provides training to staff engaged in billing data entry and related charge
- Capture/reconciliation activities to ensure procedures are understood and within accurate charges Booked are timely, appropriate, accurate, complete and properly documented.
- Analysis and troubleshooting for charge capture / missing charge resolution and denial.
- Collects and reviews documents such as Contracts and Requirements of the Clients
- Perform daily reconciliations by comparing Accounting activities
- Performs specialized duties requiring thorough knowledge of customer billing or collections
- Helping the operations for answering inquires of the clients Audit Salesforce
- Create and Update Annual Recurring Report
- Reconcile All business Accounts - Receivable Transactions
- Submit Revenue Monthly Report
- Assists in performing quality control duties
Billing and AR Specialist
Industry:
Computer / Information Technology (Software)
Employment Period:
May 2022 to February 2023 (9 Months)
Duties and Responsibilities:
- Processing of Orders in Salesforce CPQ and generating Invoices
- Creating Invoices and credit memos for APAC - Australia & Corp - New York
- Updating Customer Files in Salesforces & Xero Audit Salesforce Invoices versus Xero Invoices
- Sending Invoices and Payment reminders to the Clients
- Keeping in touch as needed for the collections
- Coordinate with Executive Accounts and Accounts Mangers for both APAC - Australia & Corp - New York
- Create Quarterly Billing Tracker
- Create and Monitor Accounts Receivable Aging Business
- Banks Reconciliation Monthly report such as Annual Recurring Revenue Reports and Customer's List Reports for both APAC - Australia & Corp - New York
Admin Team Lead Bookkeeper - Project Based
Industry:
Consumer Products / FMCG
Employment Period:
April 2022 to December 2024 (32 Months)
Duties and Responsibilities:
Account Receivable Accountant
Industry:
Science & Technology
Employment Period:
May 2022 to February 2023 (9 Months)
Duties and Responsibilities:
Accountant
Industry:
Property / Real Estate
Employment Period:
February 2023 to May 2026 (39 Months)
Duties and Responsibilities:
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Financial Managerial Accounting
Graduation Date:
January 1, 2012
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Business Studies/Administration/Management
Major:
Business Administration
Graduation Date:
March 12, 2027
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Accounting, Bank Reconciliation, Xero Accounting, QuickBooks, Slack,
INTERMEDIATE ★★
-
Bookkeeping, General AccountingSalesforce CRMNetSuiteAppFolioNEXUS
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Dell
- Processor: Intel(R) Core (TM) i7-3540M CPU @ 3.00 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $13.56/hr
Ruel
Candidate ID: 433594
ADVANCED
-
Microsoft Office, General Accounting, Financial Management...
INTERMEDIATE
-
Business Analysis...
Median Rate
$13.56
$14.84
if $1 = PHP52
$18.17
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 13.56 per hour or $USD 2350.70 per month
Remote Staff Recruiter Comments
- Ruel is Certified Public Accountant with 33 years of experience in Financial/Accounting/Credit and Collection in an ERP Environment.
- Has a solid background in accounting, costing and budgeting rendered in a multi-national and manufacturing companies.
- Had extensive knowledge in SAP and JD Edwards ERP Financial modules.
- Been the champion of CO Module of SAP (HANA version) from the most recent job.
- He was able to support multinational companies over the years which include companies for the following:
- manufacturing and shipping industries
- music industry
- auditing (ERP solution)
- IT consultancy firm
- He is ready to start immediately.
Employment History
ACCOUNTING MANAGER
Industry:
Manufacturing / Production
Employment Period:
February 1990 to August 1996 (78 Months)
Duties and Responsibilities:
- Planned, directed and controlled all activities of the accounting department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Prepared requirements needed for the establishment of new companies
- Established a standard costing for all the product
- Prepared variance analysis on the actual unit cost against the standard unit cost
- Established computerized costing system of products
- Prepared price quotations to all customers
ACCOUNTING MANAGER
Industry:
Entertainment / Media
Employment Period:
August 1996 to April 2000 (44 Months)
Duties and Responsibilities:
- Planned, directed and controlled all activities of the accounting department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Configured JDE financial structure and reports
- Conducted user training for JDE Financial Modules (AP, AR, GL)
- Prepared ad hoc reports using FASTR and Dreamwriter
- Ensured basic controls are operating properly
- Prepared/analyzed account reconciliation reports
- Check Signatory
MANAGER
Industry:
Computer / Information Technology (Software)
Employment Period:
April 2000 to July 2001 (15 Months)
Duties and Responsibilities:
- Implemented ERP packages - Financials
- Conducted JDE User Trainings for Clients
- Performed Business Process Reviews
- Documented System and User Guides
CONSULTING MANAGER
Industry:
Employment Period:
August 2001 to October 2003 (26 Months)
Duties and Responsibilities:
- Designed and implemented the accounting system of the company
- Planned, directed and controlled all activities of the accounting and administration department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Signed Checks
- Prepared Project Proposals
- Rendered support as needed by existing clients
- Performed Pre-Sales Activities
- Managed JDE Projects for Financial systems
- Implemented ERP Packages - JDE Financials
- Conducted Business Process Reviews
SENIOR FINANCE AND ACCOUNTING MANAGER
Industry:
Manufacturing / Production
Employment Period:
October 2003 to September 2021 (215 Months)
Duties and Responsibilities:
- Led company's Annual Operating Plan (AOP) and Forecasts - Total and per Specie
- Led the Operations of Accounting Team (12 pax)
- Led the Operations of Treasury and Credit and collection Team (12 pax)
- Drove Financial Analytics
- Influenced cross-functions to ensure execution of plans in accordance with AOP
- Performed sensitivity analysis for variations in pricing, cost structures and business models
- Supported distributor contract negotiations and supplier agreement reviews
- Led BIR examinations defense team
- Ensured compliance of all government statutory requirements
- Enabled timely monthly management reporting & analysis
- Designed, systematized business processes
- Led Annual External Audit
- Handled CO (Control) module of SAP ERP system
Education History
Field of Study:
Commerce
Major:
Accounting
Graduation Date:
January 1, 1989
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, General Accounting, Financial Management,
INTERMEDIATE ★★
-
Business Analysis
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: DSL
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: AMD Ryzen7
- Operating System: Windows 10
All-inclusive Rate: USD $8.95/hr
Katrina
Candidate ID: 432523
ADVANCED
-
Accounting, Account Management, Bookkeeping, QuickBooks...
INTERMEDIATE
-
Digital Marketing, Salesforce CRM, Trello, Xero...
Median Rate
$8.95
$9.63
if $1 = PHP52
$11.39
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.95 per hour or $USD 1550.97 per month
Remote Staff Recruiter Comments
In this role, she has been instrumental in financial review and analysis, ensuring the accuracy and compliance of client financial statements, and delivering actionable insights. She has effectively standardized accounting workflows using Notion, contributing to both team efficiency and client satisfaction. Her proactive approach in overseeing high-volume transaction management and payroll processing highlights her keen attention to detail and process integrity.
Key Competencies:
- Technical Expertise: Proficient in accounting software (QuickBooks, Salesforce, SAP), financial statement preparation, and multi-state sales tax compliance.
- Process Optimization: Adept at documenting and streamlining workflows, contributing to knowledge sharing and operational consistency.
- Team Leadership: Strong mentoring skills, effectively training new employees on systems and best practices.
- Client Management: Exceptional at onboarding, maintaining communication, and addressing client concerns, ensuring satisfaction and compliance.
- Attention to Detail: Demonstrates accuracy in managing high-volume transactions, reconciliations, and regulatory reporting.
- She is able to start immediately.
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-dened team for which they produce high-quality output and decisions.
- Unhurried and deliberate, stable and will do things using the established process; nds it dicult to change these systems.
- Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Katrina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Katrina Marie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Katrina Marie is unselsh, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Katrina Marie will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.
Employment History
Accounts Receivable Associate
Industry:
Property / Real Estate
Employment Period:
November 2016 to July 2018 (20 Months)
Duties and Responsibilities:
- Responsible for billing clients of their monthly equities, transfer charges, real property tax and records transaction in SAP Business One.
- Uploading term sheets unto SAP to create buyers' code in order to record transactions.
- Calculating real property tax based on tax declaration and tax summary.
- Addressing client concerns regarding their accounts and real property tax.
- Assisted in transition from SAP Business One to SAP All in One which is more complex and sophisticated platform catering to the Company's growth and expansion.
- Functions as a part of Accounts Receivable team to come up with monthly reports on receivables, cancelled accounts, delinquent accounts and delayed payments etc.
- Follow up on dues by contacting clients via email, mobile phone and agents.
- Assisting BIR on requests on required documents for equities, transfer charges and other transactions.
- Assisting external auditors on annual audit concerns.
Tutor
Industry:
Education
Employment Period:
September 2018 to July 2019 (10 Months)
Duties and Responsibilities:
- I engaged in interactive conversation with Japanese students aimed at developing their comfortable English speaking skills.
Loans Assistant
Industry:
Government / Defence
Employment Period:
July 2019 to July 2021 (24 Months)
Duties and Responsibilities:
- Responsible for processing loans and mortgage documents for newly approved housing loan application.
- Verifying vital documents prior to loan take-out and transmitting them to custodian.
- Addressing borrowers’ queries regarding their application.
- Monitoring vital documents status.
Accounting Intern
Industry:
Non-Profit Organisation / Social Services / NGO
Employment Period:
October 2021 to April 2022 (6 Months)
Duties and Responsibilities:
- Assist with Accounts Receivable and Account Payable activities
- Retrieve, review and route audit documentations request
- Process payments received against invoices and review aging reports
- Route invoices to appropriate individuals for approval and create vendor files
- Assist in establishing tables of accounts and assigning entries to proper accounts
- Assist in developing, implementing, maintaining records in accounting system (QuickBooks)
- Assist in computing taxes owed and preparing tax returns, ensuring compliance with payment, reporting, or other tax requirements
- Collaborate with accounting and bookkeeping personnel to complete general department administrative work
- Maintain confidentiality with organization and client information
Accounting Associate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2022 to June 2023 (16 Months)
Duties and Responsibilities:
- Ensured all payments were properly scanned, documented, and backed up with corresponding supporting records (e.g., receipts, confirmations) for audit compliance and transparency.
- Assisted with Accounts Receivable functions using Salesforce and QuickBooks Online, including invoice generation, tracking, and follow-up.
- Sent timely payment confirmations to clients upon closure of invoices in QuickBooks to maintain clear communication and accurate records.
- Drafted and distributed new client service agreements during onboarding, and maintained secure records of signed contracts for future reference.
- Acted as a first point of contact for client queries and concerns, delivering prompt and professional resolution to maintain strong client relationships.
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
July 2023 to June 2025 (22 Months)
Duties and Responsibilities:
- Financial Review & Analysis: Conduct in-depth reviews of client financial statements to ensure accuracy, compliance, and actionable insights for decision-making.
- Client Onboarding: Verify and validate client onboarding documents, ensuring completeness, correctness, and adherence to internal policies.
- Process Documentation: Create and maintain Accounting Standard Operating Procedures (SOPs) using Notion to standardize workflows and drive operational efficiency.
- Training & Team Support: Train and onboard new employees on internal tools, accounting systems, and process best practices to ensure consistent team performance.
- Project & Task Management: Oversee task delegation and completion using Asana, ensuring alignment with timelines and strategic goals.
- Tracked, categorized, and managed high-volume bank and credit card transactions with accuracy and efficiency.
- Performed monthly reconciliations for bank, credit card, and checking accounts, ensuring timely and error-free reporting. •
- Processed payroll via Gusto, integrating time and sales data from Clover, Homebase, and other platforms to ensure accurate compensation and compliance.
- Prepared, analyzed, and distributed monthly Financial Statements for a portfolio of over 30 clients across various industries.
- Filed monthly and quarterly multi-state sales tax returns, staying up to date on jurisdictional requirements and deadlines.
- Led onboarding clean-up efforts by reviewing historical data, correcting discrepancies, and setting up streamlined workflows.
- Organized and maintained client financial records in Google Drive for audit-readiness and team collaboration.
- Actively documented accounting processes and procedures to support knowledge sharing, standardization, and scalability.
Accountant
Industry:
Employment Period:
July 2023 to April 2025 (21 Months)
Duties and Responsibilities:
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accounting Technology
Graduation Date:
March 21, 2015
Located In:
Philippines
License and Certification: :
Australian Taxation: Business Activity Statement, Installment Activity Statement, Income Tax Return
Australian Taxation: Individual Tax Return
Career Service Professional Eligibility
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
March 28, 2016
Located In:
Philippines
License and Certification: :
Certificate IV in Accounting and Bookkeeping AB2 Institute of Accounting
Xero Advisor Certified
QuickBooks Certified ProAdvisor
Buildum
Skills
ADVANCED ★★★
-
Accounting, Account Management, Bookkeeping, QuickBooks, Google Apps, Social Media Management, SAP Accounting, Microsoft Office, Microsoft Excel,
INTERMEDIATE ★★
-
Digital MarketingSalesforce CRMTrelloXeroAustralian GST
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12654296848
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core 5
- Operating System: Windows 10
All-inclusive Rate: USD $9.64/hr
Jonalyn
Candidate ID: 431738
ADVANCED
-
JD Edwards, Xero, Office 365, Skype...
INTERMEDIATE
-
IFCA, Trello, Accounts Payable Management, Accounts Receivable Management...
Median Rate
$9.64
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.64 per hour or $USD 835.04 per month
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
- Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
- She is proficient in supporting, but not limited to, the following:
- General Accounting
- Reporting Analysis
- Budgeting
- Taxation
- Bookkeeping
- Accounting Reconciliation
- She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
- She is a certified Xero Advisor.
- She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.
Strongest Behaviors
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
- Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
- Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
Jonalyn is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.
Jonalyn strives to make sure that things get done right, and is often placed in positions of control and trust. Given the necessary guidelines, will carry out responsibilities authoritatively and firmly. Has a sense of urgency and works and functions, in general, at a faster-than-average pace, making decisions quickly as long as they are the kind of decisions that can be made in support of accepted policies.
Employment History
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
April 2022 to May 2023 (13 Months)
Duties and Responsibilities:
- In charge of the day-to-day financial transactions and complete posting processes, verify if transactions are recorded correctly in the ledger, perform partial check of posting processes, and perform bank reconciliation.
- In charge of maintaining full sets of books for a portfolio of clients including bank reconciliations, fixed assets register, raising journals and preparing financial reports in Xero accounting system
- Preparing Unaudited Financial Statements, SG GST quarterly submissions, and payroll support for Singapore clients
- Working with diverse range of clients from small to large companies with various range of industries
- Understand and adhere to financial regulations and legislation under Singapore Financial Reporting Standards (SFRS)
- Work with internal stakeholders and third-party consultants on the specifications
- Assisting the portfolio lead in providing CFO services to our clients which include Financial Planning and Analysis
- Managing a team of bookkeepers and portfolios of clients
- Other ad-hoc accounting related duties as requested by the Management
Public Accountant & Tax Practitioner
Industry:
Accounting / Audit / Tax
Employment Period:
February 2020 to April 2022 (26 Months)
Duties and Responsibilities:
- Supports small businesses and individuals with tax and financial statement
- Organize and file income tax returns and documents for clients
- Assess business and financial transactions and prepare accurate reports
- Help develop and implement effective accounting policies and processes
- Monitor bookkeeping activities regularly
- Help in reconciliation and review of client’s accounts
- Respond to tax and accounting related issues
Internal Auditor
Industry:
Construction / Building / Engineering
Employment Period:
December 2010 to July 2012 (19 Months)
Duties and Responsibilities:
- Conducts cash audit and review the monthly summarized liquidation by the Finance Officer for Tagaytay City and Bontoc Branch Office
- Monitor the cost of construction materials and verify payment to major suppliers
- Check and validate that all petty cash released are properly disbursed
- Responsible in monitoring the collection from clients and government projects
- Conducts the checking of payroll
- Perform other duties that may be assigned by the Owner/Manager
Payroll Tax Practitioner
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2012 to February 2013 (6 Months)
Duties and Responsibilities:
- Maintain payroll records in Payroll system and update systems that support payroll processing
- Reconcile client weekly and quarterly payroll
- Ensure accuracy of net pay and process remittance payments
- Communicate or respond to queries for any payroll delivery questions/changes
- Provide the client with support and data for any internal and external audits
- Ensure compliance to the client's existing standards, GAAP and other applicable laws
- Develop and keep current complete process documentation including flow charts with key control points, process narratives and desk procedures
- Update client employee's tax forms including W2 Form
- Perform other duties that may be assigned by the manager
Finance
Industry:
Property / Real Estate
Employment Period:
April 2013 to July 2016 (39 Months)
Duties and Responsibilities:
- Cash Flow Management/budgeting
- Monitor and analyze budget versus actual expenses
- Accounting - ensure that income targets are met and current ratio (not less than 1) and DE ratio (not more than 3) are compliant to debt covenants
- Funding - ensure the funding plans are implemented. Loans are released on time
- Preparation of financial projections of the whole company
- Ensure that expenses are within the budget and still align with the agreed targets
- Preparation of financial projections for the company
- Help and recommend in setting plans for comprehensive funding strategies for each project funding requirements
- Supervise and evaluate the work of Project Finance Officer
- Involved in the strategic planning and in the conceptualization of future projects
- Perform other functions required by CFO and COO
- Perform additional function as Accounting Supervisor from January 2016 to April 2016:
- Monitor and analyze accounting data and produce financial reports or statements
- Recommend cash disbursements by verifying check amounts against invoices
- Ensure that all general ledger accounts are reconciled to subsidiary records
- Guide other departments by interpreting accounting policies and procedures
- Ensure the accuracy and timely processing of accounting transactions, and timely reporting of monthly financial information
- Approve ledger entries by auditing transactions
- Help in the development and implementation of new database accounting system
Project Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2017 (8 Months)
Duties and Responsibilities:
• Export, update and review monthly project actual revenues, costs, outstanding purchase order/commitments, supplier payments and customer receipts from the JDE software in the project financials
• Work with the Project Manager to update the individual variations, both revenues and costs to the original agreed scope of work and budget
• Update JDE with the new monthly forecast and run the profit recognition process and check that the financial results from JDE match the financial results in the project financial summary
• Update the rolling 15-month forecast report, and review presentation tables and charts for review meeting
• Perform other assigned tasks within my capabilities
Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2017 to November 2021 (54 Months)
Duties and Responsibilities:
- Develop and analyze reporting and financial modeling for project operations and budgets
- Review the budget and actual project financial summary presentation tables and charts
- Analyze and post general ledger journals for projects as required
- Monitor project invoices, payables, receivables and costs associated with each project
- Review weekly project revenues and costs against prior week’s data for any anomalies
- Provide project managers with timely project financial reports, budgets and forecasts
- Ensure project cash flow by generating, auditing and sending invoices to clients in a timely manner
- Map the project budget to the Accounting Software chart of accounts and update general ledger accounts within said budget
- Process payroll costs allocation and other related costs to appropriate projects
- Perform project accounting for all non-Project Financial Summary projects using standardized margins until the project has been completed
- Oversee and supervise one of company’s branch (Datatel)
- Suggested and amended the chart of accounts and some financial reporting requirements in conformity with the main office
- Review and approved draft entries in Xero system
- Monitor and make sure that all transactions related for the month have been entered in Xero system before closing accounting period
- Supervise and evaluate the work of my team
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
April 17, 2010
Located In:
Philippines
License and Certification: :
Certified Public Accountant
Skills
ADVANCED ★★★
-
JD Edwards, Xero, Office 365, Skype, General Accounting, Reporting Analysis, Budgeting, Taxation, Bookkeeping, Accounting, Accounting Reconciliation, Critical Thinking, Time Management,
INTERMEDIATE ★★
-
IFCATrelloAccounts Payable ManagementAccounts Receivable Management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15293095844
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: LENOVO Ideapad Slim 3
- Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $6.69/hr
Jennylyn
Candidate ID: 430770
ADVANCED
-
Loans Processing, Credit Analysis, Payroll Processing...
INTERMEDIATE
-
Ariba, JD Edwards, MYOB...
Median Rate
$6.69
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.69 per hour or $USD 1159.61 per month
Remote Staff Recruiter Comments
- Jen has been working since 2012 and has handled roles such as Customer service Representative, Accounts payable helpdesk, Senior Loan processor, and Document Registration/ Credit Officer within BPO, Insurance, Loan, and Mortgage industries.
- She honed her skills in Customer Service, Admin support, She honed her skills, in the end, to end loan processing from lodgment through to settlement, Credit assessor, Loan approval, Bank statement Analysis, creating new customer records, Document preparation, Ensuring of Pre Settlement Documents, Disbursement of pricing matrix.
- She worked with US and Australian clients and brokers.
- Well versed with the following software tools:
- Mercury- 4 years
- Apply Online
- Encompass
- MS Excel
- CRM
- She can start Immediately.
Employment History
ACCOUNTS PAYABLE HELPDESK
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2015 to July 2016 (15 Months)
Duties and Responsibilities:
- Data Entry invoice in Ariba, JDE and Oracle
- Answer Phone Calls related to Collection of Payment and Cheque Deposit
- Prepare detailed reports using SAP software
- POC Officer for the entire team
- Handling communications with clients and vendors via phone, and email.
SENIOR LOAN PROCESSOR
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2020 (44 Months)
Duties and Responsibilities:
- Create new customer/loan records via mercury, meteor and loanworks
- Ensuring fact find, supporting docs, application form, 100Ps are completed properly and signed
- Preparation of various documents such discharge forms, Credit Checklist, ApplyOnline forms and Lenders Checklist
- Ensuring of Pre Settlement Documents are correct before submitting to Solicitors
- Disburse Pricing Matrix from time to time for the margin, delivery rates, and commission
DOCUMENT REGISTRATION SPECIALISTS
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2020 to December 2021 (12 Months)
Duties and Responsibilities:
- Handle US based account Mortgage
- Review URLA1003 (Application Form), and Appraisal Report compare to AUS listed.
- Review all documents from Encompass in E-Folder indicate reviewed button to signal investor
- Condition missed documents, need update or any question regarding submission of documents thru Encompass
- Prepare Income Calculation Worksheet for Self Employed, S-Corp, Partnership, Retired, SSN income, Salary Base and for UW to Review and Approve
- Input flood certificate information to encompass and Condition if missing
- Order Mavent and Data Verify.
- Review the documents and indicate any issues needing for further review by the Underwriter
VA Mortgage Broker Assistant
Industry:
Banking / Financial Services
Employment Period:
March 2024 to February 2025 (10 Months)
Duties and Responsibilities:
- Data entry in applyonline
- Data entry in Flex
- Submitting Loans to Lender
- Call different lenders such as ANZ, NAB, WBC and more for follow ups and settlements
- Administrative tasks that the broker required such as preparing discharge forms, contact clients for a follow up on missing documents, send credit guide and application form for new clients, create record of new clients etc.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Management
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
- Deans Lister in Year 2013 to 2015
Skills
ADVANCED ★★★
-
Loans ProcessingCredit AnalysisPayroll Processing
INTERMEDIATE ★★
-
AribaJD EdwardsMYOB
Work at Home Capabilities:
- Internet Bandwidth: 10 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i7
- Operating System: Windows 10
All-inclusive Rate: USD $12.09/hr
Danilo
Candidate ID: 429547
ADVANCED
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis...
INTERMEDIATE
-
QuickBooks Pro, SAP Accounting, MYOB, Sage...
Median Rate
$12.09
$13.18
if $1 = PHP52
$16.00
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 12.09 per hour or $USD 2095.47 per month
Remote Staff Recruiter Comments
- Danny, a Certified Public Accountant, has been working for 25 years, specializing in finance and accounting. He worked overseas and decided to stay in the country to spend time with his family. Some of the industries he was employed in were healthcare, BPO, repair and maintenance services, and marine.
- He was a Remote Contractor for a year to an Au-based sports company where he got exposed to GST, BAS, and the preparation of requested documents/data for ITR.
- He is offering bookkeeping and accounting consultancy to local small and medium business owners.
- With 25+ years of experience, he became proficient in performing the following:
- Financial Reporting
- Financial Analysis
- Accounting
- Bookkeeping
- Accounts Receivables
- Accounts Payables
- Inventory Management
- Fixed Asset Management
- General Ledger
- Account Reconciliation
- Bank Reconciliation
- He is also an adept user of QuickBooks, Xero, SAP. JD Edwards, Oracle, Excel, Hyperion, MS Apps (Excel, Word, Sway), and Stripe.
- He is a Certified Real Estate Salesperson.
- He holds a degree in Accounting.
- He is amenable to start immediately to any full-time, day shift role.
Strongest Behaviors
- Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
- Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
Danilo is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.
Danilo is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
Employment History
Senior Bookkeeper
Industry:
Sports
Employment Period:
June 2022 to June 2023 (12 Months)
Duties and Responsibilities:
- Bank Reconciliations
- Performs daily bank reconciliations across 3 entities
- Accounts Payable
- Process bills in Xero, procure appropriate approvals, control against duplicate payments, batch up bills for payment and load to bank account for payment
- Digitally files received bills relating to team trusts and communicates proactively with trustee for their payment
- Identify and create repeat or one-off intercompany payables between our group entities and arrange payment thereof
- Processing employee reimbursements as required
- Maintains subledgers of liabilities for gift vouchers, and special arrangements with corporate partners
- Analyzing, planning and reporting on forecasted cash flow to proactively plan payables
- Prize monies
- Periodic management of prize money pay-out including calculation and reconciliation
- Preparation of communications emails
- Compile Stripe credits for processing and reconcile implementation by external provider
- Accounts Receivables
- Reconcile Shopify & Stripe sales orders, refunds, fees receivables
- Manually generate sales invoices for subscription fees receivable from trustee
- Identify and invoice group companies for expenses incurred through intercompany arrangements
- Assists compile, control and report upon aged debtors and failed payments recovery
- Collaborate with customer service to facilitate failed payments recovery process improvements
- Digital Inventory Stock Take
- Maintain the timely reconciliation and recording of ownership units owned by TRL in each horse racing team trust
- Asset purchases and sales
- Record the recognition of purchases and sales of horses
- BAS review and preparation for lodgment
- Record GST tax codes correctly
- Loans
- Independently calculate and generate invoicing for interest on intercompany loans
- Share Capital Accounting & Ownership Registers
- Accounting for changes in share and option ownership changes
- Maintenance of share and options capital register
- Other
- Comfortable managing processes autonomously without on-going supervision
- Able to manage self to to deadlines and quality standards
- Performs reconciliation of own work to assure entries are recorded accurately
- Adheres positively to company standards, feedback and embraces organizational change
- Managing multiple Gmail inboxes (there are three)
Freelance Accountant
Industry:
Marine / Aquaculture
Employment Period:
December 2021 to June 2022 (6 Months)
Duties and Responsibilities:
- General accounting
- Updates journals and books
- Monitors incoming inquiries via email
- Follow up receivable collections
Bookkeeper/Accountant
Industry:
Employment Period:
January 2019 to November 2023 (58 Months)
Duties and Responsibilities:
- Assists local small and medium business
- Updates journals and books
- Filing of BIR taxes in behalf of the client
Accounting Specialist
Industry:
Repair and Maintenance Services
Employment Period:
January 2001 to May 2006 (64 Months)
Duties and Responsibilities:
- Played a stellar role in monthly billing and closing of books and completion of process on time
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume of $7M per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
- Played support role in proposal and bid preparation.
- Compilation of required information.
- Completion of proposal and bid package and documentation
Accountant
Industry:
Healthcare / Medical
Employment Period:
January 1989 to November 2000 (142 Months)
Duties and Responsibilities:
- Played a stellar role in job costing and invoicing.
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume range from $5MM to $7MM per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
AR Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2006 to August 2008 (27 Months)
Duties and Responsibilities:
- Essayed a key role in driving cash and reducing receivables
- Carried out:
- Monthly AR review and report forecast and tracking for follow ups
- Weekly meeting with 5 collectors and distribute customer accounts and follow ups
- Handled customer payment follow up focused on aged receivables
Staff FP&A Analyst
Industry:
Repair and Maintenance Services
Employment Period:
August 2008 to February 2019 (125 Months)
Duties and Responsibilities:
- Played a stellar role in month end closing of books and completion of process on time
- Reviewed current month transactions in line with the budget, estimates and target.
- Ensured for regular monthly booking of depreciation, prepayments and accruals.
- Ensured for proper revenue recognition and cost accumulation.
- Ensured effective preparation of:
- Monthly financial package for review and deliberation with SCM/MF and meet deadline
- Operating plans (SII) adjust as required prior to finalization and meet deadline
- Efficiently conducted weekly Bullet Train reviews with operations
- Lead on plans or projects to keep expenses at minimum
- Significantly reviewed account reconciliation and met internal deadline
- Lead the quarterly pre-close review with SMF.
- Essayed a key role in delivering other internal customers' requirement and meeting deadlines
- Five year actual sales and margin report.
- Five year actual Variable and Base(Admin) Costs.
- Headcount movement for the last five years.
- Account detailed transactions.
- Collaborated with operations and support teams in process simplifications and full controllership implementation.
- Payroll system and clock in/out system.
- Electronic expense claims.
- Electronic banking system on payables and other payments.
- Implementation of SAP system.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Commerce & Accounting
Graduation Date:
January 2, 1980
Located In:
Philippines
License and Certification: :
- Certified Public Accountant
- Training on Controllership and Six Sigma (Green Belt) Certification
Skills
ADVANCED ★★★
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis, JD Edwards, Inventory Management, Cost Accounting, Sales operations, Asset Management, Pivot table, Macro Skills, Bookkeeping, Financial Analysis,
INTERMEDIATE ★★
-
QuickBooks ProSAP AccountingMYOBSage
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12640013127
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Aus
- Processor: Intel Core i5
- Operating System: Windows 11
All-inclusive Rate: USD $12.09/hr
Angelisa
Candidate ID: 428937
ADVANCED
-
Microsoft, Google Sheets...
INTERMEDIATE
-
Xero Accounting, SAP Accounting...
Median Rate
$12.09
$13.18
if $1 = PHP52
$16.00
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.64 per hour or $USD 835.04 per month
Full Time: $USD 12.09 per hour or $USD 2095.47 per month
Remote Staff Recruiter Comments
- Angelisa has been doing accounting work for over nine years. Some of her responsibilities include:
- Processing and monitoring of Account Payables and Receivables
- Bank Reconciliations
- Preparation of IAS, BAS, and GST
- Assisted in the annual forecast and budget model creation
- Prepared monthly and annual accrual report
- Prepared journal entries for allocation and recovery of Utilities consumption
- Cash flow forecast and management
- Payroll set-up, processing and reconciliation
- Preparing monthly end reports for cash flow and profit and loss
- She has worked with a real estate company where she is mainly responsible for processing monthly rentals and utilities as well as managing petty cash
- Proficient in Xero, SAP, Oracle, Myob, Quickbooks, Odor
- Has worked with clients in Australia and New Zealand
- Open for both part-time and full-time positions.
- She can start after November 17
https://www.predictiveindex.com/reference-profile/operator/
Strongest Behaviors
- Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Angelisa is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Angelisa has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.
Employment History
Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
April 2022 to November 2022 (7 Months)
Duties and Responsibilities:
- Preparation of Tax/ ITR
- Individual, Company
- IAS/BAS processing
- SGC
- Payroll processing
- Bookkeeping
- Bank reconciliation
- Creating accountants letter
Accounts Payable Associate
Industry:
Manufacturing / Production
Employment Period:
May 2014 to May 2015 (12 Months)
Duties and Responsibilities:
- Performed Bank Reconciliation of its subsidiaries
- Verified and updated vendor accounts
- Reconciled processed work by verifying entries and comparing system reports to balance
- Matched purchase orders to invoices and logged to computer
- Reviewed each invoice and requisitions for payment approval
- Gathered, evaluated and summarized account data in detailed
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
- Maximized client loyalty and satisfaction with prompt, thorough and timely resolutions
- Assigned to cater walk-in customers other than PO based
- Issued Official Receipts/Sales Invoice
- Daily reconciliation of cash received and payments made on account
- Prepared daily bank deposits and made sure cash on hand reconciles cash received for the day
Finance Admin Assistant
Industry:
Property / Real Estate
Employment Period:
December 2015 to December 2018 (35 Months)
Duties and Responsibilities:
- Processed "Request for Payment" using SAP and eSAS
- Coordinated with vendors for purchases and quotations
- Resolved issues for pending payables of the property
- Kept track of Property's Contracts/CGLI and PB for each of PPE Maintenance Services
- Monitored Property's Permits and Licenses and other Building Regulatory Compliance
- Examined Property's Expenses - Budget versus Actual Spending
- Assisted on annual forecast and budget model
- CAPEX/DOE budget monitoring and allocation
- Prepared monthly and annual Accrual Report
- Prepared journal entries for allocation and recovery of Utilities consumption
- Catered Tenants and Retails' issues and concerns
- Petty cash custodian
Junior Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2021 to October 2021 (6 Months)
Duties and Responsibilities:
- Australian company with XERO accounting experience involved in consultancy and digital marketing
- Accounts receivables and payables monitoring
- Bank reconciliation for various bank accounts and multiple currencies
- Cash flow forecast and management
- Payroll set-up, processing, and reconciliation
Accounts Payables Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2021 to October 2021 (6 Months)
Duties and Responsibilities:
- Processed and verified vendor invoices for accuracy and eligibility for payment
- Ensure timely payment of vendor invoices
- Reached out to vendors and customers to verify information and follow-up on client issues.
- Produced month-end closing reports
- Streamlined productivity by decreasing time-wasting tasks and helping supervisors.
- Compiled budget figures by reviewing past budgets and assessing expenses.
- Reorganized accounts payable processes, decreasing supplier payment delays
- Oversaw bookkeeping and accounting systems and entered data into systems
- Acted as company Treasury
- In-charged of company transfers and short-term loans to cover day to day expenses
Financial Analyst
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2019 to June 2020 (15 Months)
Duties and Responsibilities:
- Prepared Monthly Reconciliation from underwriting source data to GL and creates an adjusting journal entries for discrepancies noted.
- Performed monthly Intercompany reconciliation
- Processed settlements for Intercompany related transactions
- Examined Quarterly Reconciliation between General Ledgers and Source data for various accounts and provides variance analysis.
- Supported ad hoc requests from onshore counterparty other than those main tasks assigned thereof.
Xero Bookkeeper
Industry:
General & Wholesale Trading
Employment Period:
November 2022 to July 2024 (19 Months)
Duties and Responsibilities:
- Bookkeeping
- Journal entries
- Accounts payables and receivables management
- Payroll processing
- Bank and accounts reconciliation
- Create basic reports
- Reconciliation of Property Rental and Outgoings
- Calculation of Tenant Outgoings
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
March 21, 2013
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
MicrosoftGoogle Sheets
INTERMEDIATE ★★
-
Xero AccountingSAP Accounting
Work at Home Capabilities:
- Internet Bandwidth: 50 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo Idea Pad
- Processor: Intel(R) Core(TM) i5-8250U CPU @ 1.60GHz 1.80 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $23.38/hr
Saraiah
Candidate ID: 428591
ADVANCED
-
Analytical Skills, Forecasting, Bookkeeping...
INTERMEDIATE
-
Bookkeeping, Analytical Review, Forecasting...
Median Rate
$23.38
$25.93
if $1 = PHP52
$32.59
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 13.56 per hour or $USD 1175.35 per month
Remote Staff Recruiter Comments
She is proficient in supporting, but not limited to, the following:
- Cost accounting
- Pricing and costing modeling
- Balance sheet review
- Preparation of financial statement, annual budget
- Bookkeeping
- Tax exposure review
- Cash forecasting
- Variance analyses
She is exposed to the following tools/applications:
- SAP
- Oracle
- Quickbooks
- Netsuite
- QBO
She prefers morning or mid-shift, but can consider the night shift too.
Employment History
Freelance Accountant/Bookkeeper
Industry:
Accounting / Audit / Tax
Employment Period:
January 2021 to February 2022 (13 Months)
Duties and Responsibilities:
- Bookkeeping
- General accounting
Controller
Industry:
Employment Period:
October 2019 to December 2020 (14 Months)
Duties and Responsibilities:
- Managed Chief Accountants for each legal entity.
- Heads R2R for 15 Legal entities across logistics division.
- Heads O2C 15 Legal entities across logistics division.
- Monitors P2P process and treasury functions for cash payment to suppliers.
- Variance analysis Balance Sheet, P&L, Cash Flow
- Directs and Leads statutory audit.
- Provide timely reports on and tax recommendations to each member companies.
- Treasury function and analysis of monthly and quarterly cash flows
- Monitor budget vs forecast.
- Establish local policies and implement management directive.
- Providing effective commercial procedures, or initiating change, to ensure key operational, commercial and financial targets are delivered
Finance Controller
Industry:
Employment Period:
December 2018 to April 2019 (4 Months)
Duties and Responsibilities:
- Prepares QBR and reporting package to region regional CFO and Headquarters (France)
- Heads R2R for the shared service including month end closing and reporting
- Heads O2C for shared service including billing to different regions and cash collections and forecast
- Monitors P2P process and treasury functions for cash payment to suppliers.
- Variance analysis Balance Sheet, P&L, Cash Flow
- Directs and Leads statutory and regional audit
- Provide timely reports on and tax recommendations to regional and headquarters for transfers pricing recommendations.
- Treasury function and analysis of monthly and quarterly cash flows
- Reports to Board of Directors for year end sign off for all audited financial statement including tax returns
- Prepares monthly rolling forecast, quarterly forecast and annual budgets.
- Establish local policies and implement regional directives.
- Providing effective commercial procedures, or initiating change, to ensure key operational, commercial and financial targets are delivered
Finance and Operations Manager
Industry:
Heavy Industrial / Machinery / Equipment
Employment Period:
October 2017 to November 2018 (13 Months)
Duties and Responsibilities:
- Prepares QBR and reporting package to region (SG) and Headquarters (Germany)
- Prepares monthly finance, hr and logistics reports such as (AR Ageing, FTE report, Stocks Days and etc.)
- Provide price modeling analysis to General Manager and regional counterparts.
- Month end closing lead
- Variance analysis Balance Sheet, P&L, Cash Flow
- Directs and Leads statutory and regional audit
- Provide timely reports on and tax recommendations to regional and headquarters for transfers pricing recommendations.
- Treasury function and analysis of monthly and quarterly cash flows
- Manage to automate different process as process improvement projects with cost savings as to time of employees.
- Oversee HR, Payroll, Logistics, Warehouse, Customer Service Team, Legal, Procurement and Finance and Accounting.
- Prepares monthly rolling forecast, quarterly forecast and annual budgets.
- Establish local policies and implement regional directives.
- Process Improvement country leader
- Providing effective commercial procedures, or initiating change, to ensure key operational, commercial and financial targets are delivered
- Building partnerships and maintaining strong relationships with all senior managers and their teams
Finance Manager for US Operations
Industry:
Computer / Information Technology (Hardware)
Employment Period:
July 2014 to April 2017 (33 Months)
Duties and Responsibilities:
- Prepares quarterly forecast for different business units for US Unemployment Benefits, Child Support and Temporary Assistance for Needy Family
- Monitors Collections and Accounts Payables for all US entities particularly on Card transactions
- Collaborate with US MasterCard and VISA for different bank fees pertaining to Xerox Contract with US Government
- Assess US Unemployment rate for different state
- Provide financial advice pertaining to revenue growth
- Provide financial advice pertaining to cost savings
- Prepares annual budgets and analyze variances
- Performs Quarterly Financial Forecast Review for 23 States
- Coordinate with State Project Managers regarding different projects and proposals
- Propose cost saving plan for each business units
- Perform monthly analysis on the financial statements
- Perform weekly Flash for different states
- Participate in Deal Reviews particularly on financial data.
- Collaborate with MasterCard and Visa for Bank Transactions that involves Cards.
- Analyze contracts from Suppliers as well as government contracts.
- Direct Collections for the month
- Analyze profitability ratio for the next 5 years and propose project saving drive.
Financial Controller
Industry:
Computer / Information Technology (Hardware)
Employment Period:
September 2013 to June 2014 (9 Months)
Duties and Responsibilities:
- Monitors intercompany Accounts Payable & Accounts Receivable
- Preparation of Audit Reconciliations and Financial Statements
- Monthly preparation of Cash Forecast for operations and Accounts Payable
- Variance analysis of P/L Forecast vs Actual P/L Numbers
- Preparation of Financial Statement based on Local Statutory requirements
- Preparation of Financial Statement for management purposes
- Maintain separate Financial Statement for Global Reporting using Generally Accepted Accounting Principle
- Analysis of Overall Balance Sheet of HP Philippines
- Analysis of Overall Income Statement of HP Philippines
- Analysis of cost center that pertains to HP Philippines controllership expenditures
- Cash Tax Forecast & Coordination with Treasury regarding budget allocation for one month (Payroll, Taxes & Accounts Payable for Operations)
- Determine when to have currency exchange between different HP Entities in the Philippines
- Income Statement analysis of Gain or Loss on Foreign Exchange (Intercompany & local transactions)
- Quarterly Forecast of Return of Value Added Cost (Income Statement forecast)
- BIR Compliance and Filing of Taxes
- Performs tax exposure review
- Projects across different departments
- Presents Balance Sheet & Income Statement on a monthly basis to Chief Financial Officer
Tax Supervisor
Industry:
Oil / Gas / Petroleum
Employment Period:
January 2013 to August 2013 (7 Months)
Duties and Responsibilities:
- Hired as Tax Supervisor position to direct tax set up functions for a growing multinational shared service company.
- Develop and manage external financial relationships (e.g., lawyers, compliance accountants, auditors) and constantly look for ways to strengthen overall process performance.
- Tax Set Up for US Motor Fuel Aviation
- Analysis of different US rulings for federal and different state taxes (Indirect tax & sales tax)
- Import/export transactions analysis of movements for Aviation Business of Shell for US
- Tax Set Up for Aviation/Asphalt/Bitumen
- Focal for TRIM and SharePoint
- Billing Inquiry analysis
- Tax Set Up for Aviation/Asphalt/Bitumen
- Resource person for US indirect taxes and sales tax
- Coordinates with local US process owner regarding new tax updates on different states & county
Process Owner Manager 1
Industry:
Consumer Products / FMCG
Employment Period:
April 2010 to January 2013 (33 Months)
Duties and Responsibilities:
- Hired as a Process Owner, managed VAT direct impact to financial statements (manual journal entries and verifies monthly transaction for Asia and EMEA legal entities (156 legal entities), General Ledger closer and submitter for ASIA with direct access to GSP for analysis and resolving failed submission issues (always 100% complete), COPA variances in FS for exports and imports discount payments, Material Master owner for ASIA transactions. Trainings attended to enhance interpersonal skills, leadership skills and technical skills.
- Owner of different process within the team, stand alone with no back up for the process.
- VAT netting for ASIA and EMEA legal entities for compose of 156 Legal entities (stand alone owner)
- General Ledger Closing for Asia (87 Legal Entities)
- Asia legal entities overall submitter of books and failed submission issue resolver
- Controlling Profitability Analysis- variances for Exports/Imports discount payments for ASIA and EMEA
- Cost Accountant for Bundle Packs for ASIA
- In charge for Profit Center Substitution for Exports and Imports for ASIA Legal Entities Material Master Maintenance.
- In charge for Process automation in excel.
- Hot Key member, in charge for process improvement and strategies for new ways of working in our team.
- Balance Sheet Review for Bundle Packs Accounts
- Balance Sheet Review for Tax Accounts.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
March 1, 2010
Located In:
Philippines
License and Certification: :
CPA certified public accountant, six sigma greenbelt
Skills
ADVANCED ★★★
-
Analytical SkillsForecastingBookkeeping
INTERMEDIATE ★★
-
BookkeepingAnalytical ReviewForecasting
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12495970214
- Internet Type: DSL
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: AMD Ryzen 7
- Operating System: Windows 10
All-inclusive Rate: USD $6.20/hr
Jenilyn
Candidate ID: 422822
ADVANCED
-
Microsoft Office, Bookkeeping, Accounting, Google Apps...
INTERMEDIATE
-
Data Entry, QuickBooks, Xero, Microsoft Excel...
Median Rate
$6.20
$6.52
if $1 = PHP52
$7.35
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.65 per hour or $USD 749.96 per month
Remote Staff Recruiter Comments
- Jen has been working for almost 3 years now. At present, she is providing virtual assistance to a US real estate client.
- She is proficient in supporting the following:
- Financial Reporting
- General Accounting
- Bank Reconciliation
- Data migration to Quickbooks Online
- Data entry
- Lead Generation
- Email Handling
- Social Media Management
- She is exposed to the following tools/applications/softwares:
- Quickbooks Online
- MS Excel
- Google Workspace
- Xero
- MLS
- Ring Central
- She holds a degree in Accountancy.
- She has the following certifications:
- Certified Bookkeeper
- Certified Quickbooks Proadvisor
- Certified Xero Advisor
- Xero Payroll Certified
- Civil Service Professional
- She can start in a week notice.
- She is open for a part-time job between 8PM-12AM and 4AM-8AM Manila time.
Predictive Index Behavioral Profile - Guardian
Strongest Behaviors
-
Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
-
Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
-
Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
-
Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.
Behavioral Summary
Jenilyn is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Jenilyn will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Employment History
Freelance Accountant/Bookkeeper
Industry:
Accounting / Audit / Tax
Employment Period:
May 2021 to August 2021 (2 Months)
Duties and Responsibilities:
- I provide my clients with a variety of accounting and bookkeeping services.
- Keep track of their payroll, finance, and accounts, record every transaction that their company makes, and perform data entry services as needed.
- I also provide some administrative tasks like email management, social media management, data entry, and the like.
Part-time General Accountant/Bookkeeper
Industry:
Healthcare / Medical
Employment Period:
April 2020 to November 2020 (7 Months)
Duties and Responsibilities:
- Managed the company's financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and financial entries and reconciliations.
- Handled accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments.
KYC (Know Your Customer) Analyst
Industry:
Accounting / Audit / Tax
Employment Period:
November 2018 to December 2019 (13 Months)
Duties and Responsibilities:
- Primarily reviews documentation for new customer accounts, evaluates high-risk accounts, and analyses new customer processes and policies.
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
October 19, 2017
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
December 16, 2015
Located In:
Philippines
License and Certification: :
- Associate in Accounting Technology | May 2015
- Dean's Lister | 2011-2012
Skills
ADVANCED ★★★
-
Microsoft OfficeBookkeepingAccountingGoogle Apps
INTERMEDIATE ★★
-
Data Entry, QuickBooks, Xero, Microsoft Excel, Financial Accounting, Financial Analysis, Financial Management, Inventory ManagementFinancial StatementsReal EstateDigital DesignFinancial Reports
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Huawei
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $9.64/hr
Samuel
Candidate ID: 422468
ADVANCED
-
Xero, BAS Reporting, Australian GST, Taxation...
INTERMEDIATE
-
QuickBooks, Bookkeeping, Accounting...
Median Rate
$9.64
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.64 per hour or $USD 835.04 per month
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
- Samuel is a graduate of Business Administration and had majored in Technology Accounting. He has more than 5 years of experience in the accounting field and has worked with both international and local clients.
- He has expertise in the following:
- Bookkeeping and accounting
- Bank reconciliation
- Australian Taxation and GST
- Preparing BAS
- Payroll and Auditing Financial Reports.
- He is well verse in accounting software such as Xero, QuickBooks, Hubdoc, and Microsoft tools (Excel and Word).
- He is XERO Certified
- He is currently working part-time and is looking for a full-time position
- Available to start ASAP.
Predictive Index Behavioral Profile - Promoter
Strong Behavior
- Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
- Teaches and shares; often working collaboratively with others to help in any capacity.
- Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
- Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
Summary
Samuel is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.
The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.
Relatively unconcerned about details and often inclined to consider them unimportant, this individual expresses themself in general terms, aimed more at gaining the interest or attention of others than in communicating specific, factual information. Their interest in details and specifics which are not crucial to success is, at best, casual. As such, they focus on the “big picture” personal goals, and if appropriate, their colleagues, direct reports, or team. They’re flexible about how they attain these goals, often thinking “out of the box” and collaborating widely to get there.
Employment History
Junior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
August 2021 to January 2023 (17 Months)
Duties and Responsibilities:
- Daily Xero reconciliations of customer payments and bank transactions
- Verify and process approved customer credits, communicate resolution to customers and provide weekly reporting and feedback to manager
- Run weekly Aged Receivables report and follow up overdue accounts as required
- Review and enter supplier bills into Xero and set up weekly payruns for authorisation in the bank account, and send payment remittances
- Set up and receipt purchase orders in sales system, reconcile and follow up any discrepancies as required
- Conduct weekly analysis of invoices from freight carriers to ensure freight charges are correct and align with freight costs charged to customers
- Manually reconcile orders and credits from marketplace websites
- Assist accounts manager with month end reconciliations and provide reports
- Provide timely and effective finance support to the broader team as required
- Preparation of Seller Reimbursements and sending of Remittance Advice for payment to Sellers Other adhoc tasks as required
Junior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
March 2021 to May 2021 (2 Months)
Duties and Responsibilities:
- Handle diverse client base from corporations, owner-run companies, including family owned business and start-ups
- Bank Reconciliations, General Ledger Maintenance, Accounts Payable, Accounts Receivable, Payroll and Bookkeeping.
- Balance sheet reconciliations; Monthly reconciliations for debtor/creditor accounts. Assist in preparing Installment/ Business Activity Statements
- Assist in processing tax returns for individuals, business, partnership or trusts
- Protects organization’s value by keeping information confidential.
Accounting Associate
Industry:
Accounting / Audit / Tax
Employment Period:
March 2020 to March 2021 (12 Months)
Duties and Responsibilities:
- Recording of Sales/Expenses to Xero and QuickBooks: Efficiently capture and categorize all financial transactions, ensuring accuracy and completeness in Xero and QuickBooks.
- Month-end Entries to Xero and QuickBooks: Perform necessary adjustments and accruals at the end of each accounting period to reflect true financial position and performance.
- Tax Filing to BIR (VAT and Withholding): Handle timely and accurate filing of Value Added Tax (VAT) and withholding tax returns to comply with BIR regulations, minimizing risks of penalties or fines.
- Manual uploading of Bank Statement in Xero: Methodically upload and reconcile bank statements manually in Xero, ensuring all transactions are properly recorded and accounted for.
- Bank Reconciliation: Conduct meticulous reconciliation of bank accounts against financial records to identify and resolve discrepancies promptly.
- Prepare Payroll Entries: Skillfully prepare payroll entries, including wages, benefits, and deductions, ensuring compliance with regulatory requirements and timely disbursement of employee salaries.
Accounting Staff
Industry:
Entertainment / Media
Employment Period:
January 2019 to March 2020 (13 Months)
Duties and Responsibilities:
- Cash Advance Liquidation Entry
- Auditing Reimbursement and Replenishment
- Processing Clearance of Talents/Employees
- Other Adhoc Task assigned by Manager
Junior Acountant
Industry:
Accounting / Audit / Tax
Employment Period:
July 2018 to December 2018 (5 Months)
Duties and Responsibilities:
- Manual Import of Bank Statement in Xero Bank
- Reconciliation for more than 10 Bank Accounts of almost 1,000 transactions per day
- Uploading Tax Invoices in Xero
- Assisting Supervisor during month-end
Assistant Accountant Angeles Pampanga
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2023 to March 2024 (12 Months)
Duties and Responsibilities:
- Clerical Accounting
- Creditor Management Data to Ray White Franchisor
- Debtor Management and Internal Invoicing
- Monitoring of DG Tax Affairs
- Processing commission of Sales Person
Part time AU Bookkeeper Direct Client
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
March 2024 to August 2024 (5 Months)
Duties and Responsibilities:
- Reconciling accounts and keeping financial records
- Bank Reconciliation
- Preparation of Financial Reports
- Preparation and lodgement of ATO statements
- Support for other team members
- Digital payables processing
- Accounts Payable Maintenance
- Debtor Maintenance
- Payroll processing, STP and Superannuation filing and payment
- Maintaining task management system for each client in XBERT
AU Bookkeeper
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2024 to November 2025 (15 Months)
Duties and Responsibilities:
- Reconciling accounts and keeping financial records
- Bank Reconciliation
- Month End Entries
- Accounts payables processing
- Payroll processing, STP and Superannuation filing and payment
Education History
Field of Study:
Business Studies/Administration/Management
Major:
ACCOUNTING TECHNOLOGY
Graduation Date:
May 25, 2018
Located In:
Philippines
License and Certification: :
NC II BOOKKEEPING
Skills
ADVANCED ★★★
-
Xero, BAS Reporting, Australian GST, Taxation, Bank Reconciliation,
INTERMEDIATE ★★
-
QuickBooksBookkeepingAccounting
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/16413082326
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: ASUS
- Processor: 12th Gen Intel(R) Core(TM) i5-12500H 2.50 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $9.64/hr
Rennica
Candidate ID: 421832
ADVANCED
-
Xero, QuickBooks, Accounting System, Accounts Payable Management...
INTERMEDIATE
-
Microsoft...
Median Rate
$9.64
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.64 per hour or $USD 835.04 per month
Full Time: $USD 9.64 per hour or $USD 1670.08 per month
Remote Staff Recruiter Comments
- Rennica is a Certified Public Accountant in the Philippines with 7 years of hands-on experience in financial administration. She is a freelance Accountant/Bookkeeper to a US-based client, allotting 4-5 hours per day in a flexible setup.
- At present, she is a part-time Accountant for an automotive company in Australia through Remote Staff.
- She is proficient in performing the following:
- Bookkeeping
- Financial Analysis
- Journal Entries
- Reconciliation
- Budgeting and Planning
- Accounts Payable
- Accounts Receivables
- Fixed Asset Management
- Payroll,
- Financial Closing
- Management reporting
- Tax filing
- She is a user of Xero, QuickBooks Online, and MS 365 (Outlook, Excel, Word).
- She is knowledgeable in Australian GST.
- She can start immediately and is amenable to working any day-shift part-time position
Strongest Behaviors
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. Rennica is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Rennica will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.
Employment History
Freelance Bookkeeper/Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
January 2021 to April 2023 (26 Months)
Duties and Responsibilities:
- Ensure accuracy, completeness and on time reporting of Financial statements of clients through XERO and QBO
Manager for Finance, HR and Admin/Compliance Officer
Industry:
Employment Period:
August 2016 to March 2021 (55 Months)
Duties and Responsibilities:
- Ensure accuracy of Financial Records from recording to Management reporting
- Ensure compliance to tax filing and payments and government requirements
- Managing Human Resource and Admin responsibilities of the organization
Accounting Supervisor
Industry:
Construction / Building / Engineering
Employment Period:
January 2016 to August 2016 (7 Months)
Duties and Responsibilities:
- Ensure completeness of financial record and financial reporting
- Compliance with all government filings and tax payments
Accountant
Industry:
Automobile / Automotive Ancillary / Vehicle
Employment Period:
May 2023 to March 2024 (10 Months)
Duties and Responsibilities:
- Xero Accounting
- General Accounting
- Cash Flow
- Prepare budget forecasts
- Preparing and publishing financial statements
- Comply with financial policies and regulations
- Participate in the regular meeting
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
May 13, 2013
Located In:
Philippines
License and Certification: :
Certified Public Accountant
Skills
ADVANCED ★★★
-
Xero, QuickBooks, Accounting System, Accounts Payable Management, Accounts Receivable Management, Bank Reconciliation, Accounting, Accounting Reconciliation, Billing, Budgeting,
INTERMEDIATE ★★
-
Microsoft
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Shared Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $10.62/hr
Anthony
Candidate ID: 409751
ADVANCED
-
Accounting Information System, Accounting Reconciliation, Bank Reconciliation, Accounts Payable Management...
INTERMEDIATE
-
Xero, Xero Accounting, QuickBooks, QuickBooks ERP...
Median Rate
$10.62
$11.51
if $1 = PHP52
$13.84
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.64 per hour or $USD 835.04 per month
Remote Staff Recruiter Comments
- Anthony is a Certified Public Accountant with six years of relevant work experience. He has a short stint of working in a local Accounting firm.
- In his experience as a Freelance Accountant for 4 years, he has catered clients in the US and Australia in the field of retail, manufacturing, food and beverage.
- Overall, he is confident in supporting the following:
- bookkeeping
- taxation
- accounts payables
- financial reporting
- general ledger
- He is proficient with the following tools:
- MS Excel
- Xero
- Quickbooks
- Oracle
- SAP
- Freshbooks
- MYOB
- He can start ASAP. Open for full-time and part-time position.
Behavioral Summary
Anthony John is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people.
Predictive Index Behavioral Profile - Captain
Strongest Behaviors
Employment History
Freelancer
Industry:
Others
Employment Period:
January 2016 to December 2020 (59 Months)
Duties and Responsibilities:
- Tax Compliance & Preparation
- Payroll
- Bank Reconciliation
- Internal Auditing
- Accounts Receivable Management
- Account Payable Management
- Bookkeeping
- General Ledger
Finance Executive
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
April 2021 to October 2022 (18 Months)
Duties and Responsibilities:
- AP Management
- Disbursement
- General Ledger
- Financial Reporting
- Financial Consolidation
Freelance Accountant/Bookkeeper
Industry:
Others
Employment Period:
January 2016 to June 2020 (53 Months)
Duties and Responsibilities:
- Handled diverse clientele from AU, US, Canada and some EMEA region
- Produced timely and accurate financial and progress reports and submitted for consideration during key decision-making process.
- Managed all aspects of daily account operations of high volume clients(mostly US and AU clients) in accordance with each individual company policies and procedures, including payment execution and account monitoring.
- Managed general ledger reconciliations, conducted financial statement analysis, and generated detailed reconciliation reports.
- Contributed to weekly meetings with managers by providing feedback and collaborating on the development and execution of new ideas.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success Maintained payroll information by calculating, collecting and entering data.
- Maintained employee privacy and protected payroll operations by keeping all information confidential.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Gathered data on taxable income, deductibles and allowances for tax preparation.
- Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws to meet needs of customers/clients (AU- ATO Lodging, BAS, IAS, PAYG, GST, CGT, FBT, Super; US - Income, Sales, Payroll, CGT; EMEA - VAT).
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Used different accounting software like Quickbooks, Xero, Freshbooks, MYOB, Microsoft Dynamics, and Oracle EBS Licenses & Certifcates PICPA Member CPA Institute of Certified Bookkeepers UK QBO ProAdvisor Certified Xero Advisor Certified University of Santo Tomas
Senior Finance Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2021 to December 2022 (20 Months)
Duties and Responsibilities:
- Produced reports on transactions with metrics for management and shareholders to easily and transparently understand company direction.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Completed year-end closing processes with controller
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures. Work Experience
Senior Accountant 2
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2023 to October 2025 (33 Months)
Duties and Responsibilities:
- Managed and reviewed month-end closing processes, ensuring timeliness and accuracy of financial reporting.
- Used different softwares like Xero, QBO and bill.com
- Led monthly account reconciliations and identified discrepancies
- Provides overview and financial insights in addition to Monthly
- Reports Handles all client communications (US shift)
- Review monthly accruals and prepayments;
- Review Fixed Asset Schedule;
- Review AP and AR Schedules
- Collaborated with cross-functional teams to successfully complete annual audits
- Review basic day-to-day financial processes handled by the team to ensure financial accuracy
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
May 17, 2012
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
October 18, 2013
Located In:
Philippines
License and Certification: :
CPA 2013
Skills
ADVANCED ★★★
-
Accounting Information System, Accounting Reconciliation, Bank Reconciliation, Accounts Payable Management, Accounts Receivable Management, Accounting Software, Accounting Systems Design, General Ledger, General Ledger Reconciliation, General Accounting, Cost Accounting, Management accounting,
INTERMEDIATE ★★
-
Xero, Xero Accounting, QuickBooks, QuickBooks ERP, SAP Business OneSAPSAP AccountingERPMySQL
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: Download: 57.38, Upload: 63.69
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer Nitro
- Processor: Ryzen 5
- Operating System: Windows 10
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
The Financial and Emotional Relief Provided by a Remote Accountant
Hiring a remote accountant offers both financial and emotional benefits.
Whether you are filing your first tax season or managing small business taxes, having an expert on your side allows you to focus on growing your business without worrying about your taxes.
Let’s explore how a remote accountant provides relief in more ways than one:
Saving Time and Money
A remote accountant can significantly cut down on the time you spend navigating tax codes and compiling documents:
- Avoiding Mistakes: By identifying deductions and avoiding errors, they help you save money and reduce your tax liability.
- Efficient Processes: Their expertise and use of technology streamline the tax preparation process, freeing up your schedule considerably.
- Long-Term Savings: Proper financial planning and outsourcing bookkeeping can prevent costly penalties and maximize revenue over time.
Their efficiency and accuracy are invaluable when managing both personal and small business taxes.
Confidence in Accuracy
One of the greatest advantages of hiring a remote accountant is the confidence that your taxes are being handled correctly:
- Error-Free Filings: Their expertise in tax codes ensures that every calculation is accurate and every form is complete.
- Compliance with Laws: They stay updated on federal and state regulations, so you don’t have to worry about missing crucial requirements.
- Peace of Mind for First-Timers: For those new to filing taxes, having a professional handle your tax statement offers reassurance and clarity.
With their help, you can file with confidence and greatly reduce the fear of triggering an audit.
Stress Reduction
Managing your own taxes can be overwhelming, especially when juggling deadlines and unfamiliar processes.
A remote accountant reduces this burden through:
- Professional Support: Knowing you have an expert managing your tax returns provides relief during a hectic season.
- Focus on What Matters: With your finances in capable hands, you can dedicate your time and energy to running your business.
- Clear Communication: Their ability to explain complex concepts in simple terms alleviates confusion and stress.
By taking the weight off your shoulders, a remote accountant helps you navigate tax season with ease and confidence.
Steps to Get Started With a Remote Accountant for Tax Season
Hiring a remote accountant can transform your first tax season into a smooth and stress-free experience—but getting started requires a little preparation.
From evaluating your financial needs to gathering essential documents, a step-by-step approach will help you make the most out of their tax season help.
Whether you are focused on small business taxes, tax preparation, or long-term accounting solutions, following these steps sets you up for success.
Assess Your Needs
Before hiring a remote accountant, determine the specific services you require:
- Basic Tax Filing: If you only need assistance preparing and filing tax returns, look for an accountant who specializes in quick and accurate tax preparation.
- Ongoing Financial Advice: If you need bookkeeping, quarterly filings, or revenue forecasting, choose someone who offers year-round support.
- Industry-Specific Services: Consider whether you need expertise in niche areas, such as sales tax compliance for e-commerce or deductions for freelancers.
Research and Compare Accountants
Not all remote accountants are the same, so it is important to research and compare options:
- Online Reviews: Check platforms like Yelp, Google Reviews, or Trustpilot for client feedback.
- Professional Networks: Use LinkedIn to verify credentials and view testimonials.
- Specialized Websites: Browse accounting directories or freelance marketplaces like Upwork and Fiverr to find certified professionals.
- Referrals: Ask for recommendations from peers or industry groups to find accountants with proven experience in handling small business taxes.
Gather Documents
To simplify your tax preparation, compile all necessary documents ahead of time:
- Income Records: W-2s, 1099s, invoices, and bank statements.
- Expense Receipts: Proof of deductible expenses, including office supplies, travel costs, and home office expenses.
- Tax Forms: Prior-year tax returns to provide context and reference points.
- Business Financials: Profit and loss statements, payroll reports, and sales tax records.
- Personal Information: Social Security numbers and identification for you and any dependents.
Organizing these documents early speeds up the process and helps your accountant deliver accurate results.
Set Clear Expectations
Defining expectations upfront sets the tone for a productive partnership:
- Deliverables: Clarify the services required, whether it is tax filing, audits, or ongoing accounting support.
- Deadlines: Agree on timelines for document submission, filings, and follow-ups.
- Communication Preferences: Decide how you’ll stay in touch—whether through email, video calls, or online tools.
- Pricing Agreements: Confirm payment terms, whether flat rates or hourly fees, to avoid misunderstandings.
With clear expectations, you’ll create a seamless working relationship that keeps you on track for tax season.
FAQS
Here are answers to some of the most common questions to give you clarity and confidence as you seek the proper tax season help.
Can a remote accountant work with clients from any state in the US?
Yes, remote accountants can work with clients in any state. Many are licensed to handle both federal and state tax returns, ensuring compliance with regional requirements.
Always confirm that the accountant is familiar with state-specific regulations, especially for sales taxes or deductions unique to your location.
How do remote accountants ensure the security of my financial information?
Remote accountants use encrypted platforms and cloud-based accounting tools to protect sensitive data.
Secure file-sharing systems, password-protected portals, and compliance with IRS security standards keep your financial records safe from breaches or unauthorised access.
Do remote accountants offer services for both individuals and businesses?
Yes, most remote accountants provide services for both individuals and businesses. They assist with tax preparation, bookkeeping, revenue tracking, and financial planning.
Many also specialize in small business taxes, offering tailored solutions for entrepreneurs, freelancers, and startups.
The Bottom Line
Your first tax season doesn’t have to be stressful or overwhelming.
By partnering with a remote accountant, you can take advantage of tax season help that simplifies tax preparation, manages small business taxes, and provides ongoing accounting support.
With the right tools, expertise, and approach, a remote accountant helps you focus on what matters most—growing your business while they handle the numbers.
Now’s the time to make your first tax season a breeze with professional guidance you can trust!
Darren Aragon is a multifaceted writer with a background in Information Technology, beginning his career in research at Pen Qatar and transitioning through customer service to a significant role at Absolute Service, Inc. His journey into freelance writing in 2021 has seen him excel across various niches, showcasing his adaptability and deep understanding of audience engagement.
