Hey! I am Ma. Teresa

MY MISSION

My mission is to deliver accurate, reliable, and cost-effective virtual bookkeeping solutions tailored to the unique needs of my clients. I aim to build long-term partnerships by fostering trust, open communication, and a deep understanding of their businesses. Through my expertise and cutting-edge technology, I strive to optimize financial operations, ensure regulatory compliance, and enable my clients to focus on their core objectives. With a commitment to professionalism, confidentiality, and continuous improvement, I will dedicate myself to being a trusted partner in their financial success. +

Ma. Teresa E. Gardon
Caloocan City, Philippines
Freelancer
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My Skills and Competencies

Analytical & Strong Communication Skills
Attention to Detail with a Strong Organizational & Time Management Skills
Microsoft Excel/Spreadsheet Expert
QuickBooks Online & Xero Proficiency
Bookkeeping Expertise

Certificates

My Experience and Education

  • EXPERIENCE
  • EDUCATION
2023 - Present
Master's in Cloud Bookkeeping/Accounting

The Bookkeeper Secret Academy
Masteral-level expertise in Cloud Accounting and Bookkeeping, with advanced proficiency in QuickBooks and Xero, empowering businesses with cutting-edge financial solutions and data-driven insights.

July 2023
Cloud Bookkeeping/Accounting Certified

MAB Online Academy
Certified in Cloud Accounting and Bookkeeping, proficient in QuickBooks & Xero, enabling streamlined financial management, accurate reporting, and optimal efficiency for businesses in the digital age.

May 2023
General Virtual Assistant

Pro VA
Trained and skilled General Virtual Assistant, equipped to efficiently handle diverse administrative tasks, boost productivity, and deliver exceptional support to clients worldwide.

May 2023
Contact Center NCII

MindBank Skills and Training Corp.
Professionally trained in Contact Center NCII, proficient in delivering exceptional customer service, resolving inquiries, and optimizing client satisfaction through effective communication and problem-solving.

March 2023
ESL and Call Center Training Course

BoldMinds Academy
Certified in ESL and Call Center Training, ready to excel in communication, customer service, and support, offering top-notch skills to enhance business interactions and exceed expectations.

March 1993
Bachelor of Science in Accountancy

University of Caloocan City

April 2020 - Present
Independent Contractor
(Remote Bookkeeper)

Efficient freelance bookkeeping service, empowering businesses with accurate records, timely reporting, and proactive financial insights for informed decision-making.

June 2018 - 2020
Freelancer
(Sales Associate)

Responsible for generating leads and to achieve customer’s satisfaction that will establish a positive relationships for another future transactions.

May 1997 - May 2018
PCCI Securities Brokers Corporation
(Settlement Head)

SETTLEMENT
● As Settlement Head, I efficiently managed and oversaw the brokerage Settlement Department, ensuring timely stock deliveries in compliance with regulatory requirements, implementing process control procedures, and acting as the Deputy Password Administrator in the PCD system.
CONTROLLERSHIP
●Overseeing the recording of financial transactions, implementing internal controls, and compliance of an organization, ensuring accurate and timely financial information is provided to support decision-making and meet regulatory requirements.
TREASURY
●Successfully managed company's cash position, including daily cash requirements, strategic investments, reconciliation, Loans Payable/Receivables, coordination with banks/investment houses, and preparation of comprehensive monthly and weekly reports for executive decision-making.

My Services

Financial Record-Keeping

Accurate recording, categorization, and organization of financial transactions.

Accounts Receivables

Invoicing, tracking customer payments, and managing collections for outstanding receivables.

Accounts Payable

Recording and managing vendor bills, payments and maintaining accurate records of payables.

QuickBooks and Xero

Company Setting-up, Diagnostic Review, Cleanup, Catching-up, and Data Migration.

Setting-up Chart of Accounts

I configure the chart of accounts, laying the groundwork for accurate financial tracking.

Reconciliation

Bank, credit card, & vendor statement recon. to ensure accuracy, identify discrepancies, and make adjusting entries.

Financial Reports

Preparing Balance Sheets, Profit and Loss, Cash Flow Statements, Aging of Accounts Receivable, and Accounts Payable.

Payroll

Calculating employee wages, withholding tax, and ensuring compliance with payroll regulations.

Catch-up & Clean-up

I meticulously review and reconcile past transactions, identifying and correcting discrepancies or errors.


Unleashing the Power of Cloud Bookkeeping and Accounting

Welcome to Streamlined Cloud Bookkeeping and Accounting Services - Let's Simplify Your Financial Success

My QuickBooks Portfolio

My Xero Portfolio

Let's work together !

I am available for freelance projects.
Hire Me

Get In Touch

Address :
Caloocan City,
Philippines


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