Nathan

Certified Public Accountant, QBO Proadvisor

Nathan

ID Verified
1,700/mo
City Of Koronadal, Philippines
Looking for Part-time
6 hours/day
Availability: US / EU / Asia timezone

Profile Description

CPA with 10 years of experience and managed over 40 clients, improving their internal controls and financial records. Highly skilled in QuickBooks Online, Excel, Gusto, CRMS, accounting, bookkeeping, payroll, tax compliance and data analysis.

Skills & Expertise

Data & Analytics

Design & Creative

Work Experience

ACCOUNTS RECEIVABLE SPECIALIST

Infinite Consulting Corp.

Oct 2023 - Present

Job Responsibilities:

• Managed collections of $500k-$1m past due accounts per month • Implemented standard AR operating procedures • Sent monthly invoices, resolved account disputes, and communicated with clients. • Prepared AR aging reports and escalations to the CEO. • Managed OCIP (Owner-Controlled Insurance Program) reporting.

Excel (Advanced)Financial ReportingQuickBooksBookkeepingFinancial AnalysisAccounts Payable/Receivable

LEAD AND ONBOARDING ACCOUNTANT

Accordus LLC

Apr 2023 - Present

Job Responsibilities:

• Onboarded and cleaned up records of 30+ clients • Streamlined processes and established accounting procedures for the clients • Ensured accurate financial records, including invoicing, billing, payroll, and reporting. • Reconciled donor contributions from their CRM with their accounting systems. • Assisted in preparation of 1099 and 990.

Excel (Advanced)XeroGoogle Sheets (Advanced)QuickBooksTax PreparationFinancial ReportingBookkeepingFinancial AnalysisAccounts Payable/ReceivablePayroll Processing

BOOKKEEPER

Kayak Capital LLC

Aug 2024 - Jan 2025

Job Responsibilities:

• Set up QBO profiles and invoicing systems. • Ensured accurate monthly financial statements. • Processed invoices, expenses, and payroll via Gusto. • Reconciled bank and credit card accounts

Excel (Advanced)Google Sheets (Advanced)Financial ReportingQuickBooksBookkeepingFinancial AnalysisPayroll ProcessingBudget ManagementAccounts Payable/Receivable

HEAD OF FINANCE

QuickTeams LLC

Feb 2023 - Nov 2024

Job Responsibilities:

• Established accounting system and accounting procedures • Prepared weekly payroll for virtual assistants • Prepared timely monthly financial reports

Excel (Advanced)Google Sheets (Advanced)FreshBooksWaveQuickBooksFinancial ReportingAccounts Payable/ReceivablePayroll ProcessingFinancial AnalysisBudget Management

FINANCE MANAGER

The Farm at Carpenter Hill Inc

Oct 2020 - Jul 2023

Job Responsibilities:

• Spearheaded the migration and transition of new accounting system • Implemented processes and department restructuring. • Oversaw the overall financial operations of the company • Ensured compliance with taxes and government regulations

Excel (Advanced)Financial ReportingAccounts Payable/ReceivableGoogle Sheets (Advanced)Tax PreparationPayroll ProcessingBudget ManagementFinancial AnalysisBookkeepingQuickBooks

ACCOUNTING TEAM LEADER

Abigail Farm Supply, Inc | Surallah, Philippines

Nov 2015 - Jun 2019

Job Responsibilities:

• Implemented new accounting and treasury procedures. • Ensured compliance with taxes and government agencies • Established company’s sales target and budget from 2016 to 2019 • Prepared the company’s financials and reports to the COO and CEO

Excel (Advanced)Financial ReportingAccounts Payable/ReceivablePayroll ProcessingTax PreparationBookkeepingFinancial AnalysisBudget Management

Quick Stats

Age33 years
GenderMale
English LevelConversational
ID VerificationVerified
Portfolio
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Certifications

Certified Public Accountant
Quickbooks Online Certified Proadvisor
Gusto Payroll Certified
Xero Certified
Gusto People Advisory Certified