2022
Bachelor Science in Accounting Technology
University of the East, Manila
💎 Precision-driven Virtual Bookkeeper | Transforming Financial Clutter into Crystal-Clear Accounts with Efficiency and Expertise.
👋 Hello, I'm Leah Palma, a certified online bookkeeper with more than a decade of experience managing financial records and reporting.
✨ Benefits of Hiring Me ✨
• Accurate and Timely Financial Reporting: Ensuring your books are always up-to-date.
• Cost Efficiency: Streamlining financial processes to save you money.
• Strategic Insights: Delivering actionable financial insights to drive business growth.
• Reliability and Trustworthiness: Providing consistent, high-quality services.
• Customized Solutions: Tailoring services to meet your specific business needs.
• Cutting-Edge Tools: Proficiency in the latest accounting software.
• Proven Track Record: Extensive experience with various reputable companies.
✨ Services Offered ✨
• Account Set Up
• Chart of Accounts Set Up
• Data Migration
• Clean Up and Catch Up
• Bank Reconciliation
• Accounts Payable and Receivable Management
• Payroll Processing
• General Ledger Maintenance
• Financial Statement Preparation
✨ Software Proficiency ✨
• QuickBooks Online
• Xero
• Hubdoc
• Bill.com
• A2X
• Gusto
• Trello
• Slack
• Zoom
• Microsoft Word, Excel and PowerPoint
• Google Sheets, Docs, Calendar and Meet
• Canva
I am dedicated to delivering accurate and insightful financial management to help your business succeed.
🎯 Ready to Transform Your Financial Management? Let's Get Started!
Contact me today to streamline your finances, boost efficiency, and focus on what you do best - growing your business! 📈
📲 (63)- 995-859-0608
📩 leiahpalma@yahoo.com
My Skills and Competencies
Accounts Receivable and Payable Management
Payroll
QuickBooks Online
Virtual Bookkeeper
Certificates
My Experience and Education
2010
-
Present
CMD Foundation
(Financial Assistant - Bookkeeper)
• Maintain and update financial records, including general ledger, accounts payable, and receivable.
• Process donations, grants, and other sources of income, ensuring accurate recording and allocation.
• Perform monthly bank and credit card reconciliations.
• Process payroll and manage employee expense reports.
• Prepare and file required financial documents and reports, including tax filings and grant reports.
• Manage invoices, receipts, and other financial documents.
• Provide financial information and support to other departments as needed.
June 2023
-
Present
Various Company
(Freelance Bookkeeper)
• Maintain and update financial records, including accounts payable and receivable.
• Perform regular bank and credit card reconciliations.
• Manage invoices, receipts, and other financial documents.
• Provide timely and accurate financial information to management.
2017
-
2019
Convergys Philippines Inc
(Customer Service Representation - Bank – Fraud Analyst)
• Monitor and analyze transactions to identify potential fraudulent activities.
• Investigate suspicious activities and transactions, including conducting detailed reviews and gathering evidence.
• Collaborate with other departments, such as customer service, compliance, and legal, to resolve fraud cases.
• Prepare and file reports on identified fraud cases and their outcomes.
• Stay current with industry trends and best practices in fraud detection and prevention.
• Maintain detailed and accurate records of all fraud investigations.
• Ensure compliance with bank policies, procedures, and regulatory requirements related to fraud.
• Perform other related duties as assigned.
2016
-
2017
VXI Global Holdings Inc
(Customer Service Representation - TelCo – Sales and Billing Dept.)
• Assist customers with inquiries regarding products, services, and billing issues.
• Process sales transactions, including new service activations, upgrades, and renewals.
• Generate and issue accurate billing statements to customers.
• Maintain and update customer records in the billing system.
• Identify opportunities to upsell and cross-sell products and services to existing customers.
• Handle customer complaints and provide solutions in a timely and professional manner.
My Services
𝘋𝘢𝘵𝘢 𝘔𝘪𝘨𝘳𝘢𝘵𝘪𝘰𝘯
This process requires precision, thorough planning, and attention to detail to ensure data integrity and accuracy.
𝘊𝘭𝘦𝘢𝘯 𝘜𝘱 𝘢𝘯𝘥 𝘊𝘢𝘵𝘤𝘩 𝘜𝘱
This process is essential for businesses that have fallen behind on their bookkeeping.
𝘉𝘢𝘯𝘬 𝘙𝘦𝘤𝘰𝘯𝘤𝘪𝘭𝘪𝘢𝘵𝘪𝘰𝘯
This process helps identify discrepancies, prevent fraud, and maintain the integrity of financial data.
𝘈𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘗𝘢𝘺𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘙𝘦𝘤𝘦𝘪𝘷𝘢𝘣𝘭𝘦 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵
Involving the tracking and processing of incoming and outgoing financial transactions.
𝘗𝘢𝘺𝘳𝘰𝘭𝘭 𝘗𝘳𝘰𝘤𝘦𝘴𝘴𝘪𝘯𝘨
This process includes calculating wages, withholding taxes, and maintaining compliance with employment laws.
𝘈𝘤𝘤𝘰𝘶𝘯𝘵 𝘚𝘦𝘵 𝘜𝘱
Involves a series of steps to ensure that records are accurate, organized, and compliant with relevant regulations.