US Bookkeeper| AP/AR Payroll | QuickBooks Expert
Cebu, Cebu City, Philippines
I've been with Intuit QuickBooks for 5 years, which assists business owners in Bookkeeping, payroll, preparing Tax Report for Tax Filing, preparing 1099 and filing. I have handled multiple clients on a daily basis with different types of complex concerns that include categorizing of transactions, entering daily business transactions, maintaining financial reports (Profit & Loss, Balance sheet, Vendor Summary, etc.), Reconciliation, Accounts Receivable & Payable management, cleaning up books, and configuring discrepancies in financial reports. I have handled different types of business (Manufacturing, Construction, Retail, E-commerce, Professional Services, Small rental Business, & Nonprofit Organizations). Part of the job was to be an expert also in Excel, since that's where we get the transactions being uploaded to QuickBooks. I was promoted as a Subject Matter Expert and Supervisor, which developed my skills in handling more complex issues that regular bookkeepers can no longer handle. I am an expert in all types of QuickBooks Platform and have undergone thorough training provided by Intuit QuickBooks (QuickBooks Online Advanced, Simple Start, Essentials, QuickBooks Payments & Payroll, QuickBooks Desktop, QuickBooks Payments). I am keen on details and have the passion to resolve complex problems, especially helping business owners in managing their books, preparing Tax reports, which can help save time and provide efficient bookkeeping services.
Concentrix/Intuit , full_time
May 2019 to Dec 2024
Directed and coached multiple Team Leaders overseeing QuickBooks technical support experts, ensuring consistent service excellence, provide direct feedback to experts in handling bookkeeping concerns to become more efficient and handle escalated complex concerns in which Tier 1 experts can no longer handle. • Optimized support operations by analyzing workflow data, implementing process improvements, and enhancing efficiency in issue resolution, resulting in higher client satisfaction and reduced escalation rates. • Drove team development and cross-functional collaboration through strategic training initiatives, performance evaluations, and alignment of support operations with business