BS Accountancy
Kalinga State University
A graduate of BS in Accountancy. While I don't still have any direct experience in bookkeeping, I have always been passionate about managing finances and working with numbers. I am dedicated in helping entrepreneurs and small business owners streamline their financial processes and achieve their financial goals. I have a background in bookkeeping and a passion for delivering accurate and timely financial insights. With this, I offer comprehensive services tailored to meet the unique needs of each client.
Kalinga State University
- Proactively assist the team in various aspects of the project.
-Prepare deliverables
-Contribute to the development of my own and team's technical acumen
-Keep up to date with local and national business and economic issues
-Work on developing internal relationships
-Schedule appointment to prospects
-Meets and assess clients' needs and goals
-Delivers personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goal
-Processes documents submitted by clients
-Make ads poster and run ads
-Monitor accounts and remind payment dues of clients
-Assessed customer’s needs and guide them accordingly. -Performed administrative duties under minimal supervision.
-Handled sensitive and confidential information on a regular and daily basis with discretion.
-Maintained files and records in organized and secure manner.
-Processed payments and escalated customer issues appropriately and correctly.
-Performed other related duties assigned from time to time.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.