Ana Lee M.
Expert QuickBooks Bookkeeper | Top Rated Accountant | CPA 20+ yrs
𝐓𝐢𝐫𝐞𝐝 𝐨𝐟 𝐜𝐡𝐚𝐬𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐢𝐧𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 𝐨𝐫 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭? 𝐑𝐞𝐝𝐞𝐞𝐦 𝐛𝐚𝐜𝐤 𝐲𝐨𝐮𝐫 𝐩𝐞𝐚𝐜𝐞 𝐨𝐟 𝐦𝐢𝐧𝐝! 𝐖𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐦𝐞.🏆 𝐁𝐞 𝐚𝐭 𝐭𝐡𝐞 𝐟𝐨𝐫𝐞𝐟𝐫𝐨𝐧𝐭 𝐨𝐟 𝐦𝐲 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐟𝐢𝐫𝐦! Would you allow us to help you if we could manage and clean up your messy books quickly and accurately? 💡 ------------ About Me: I have helped 500+ clients - for the past 20+ years, outsourced to me by accounting firms, CFOs, real estate developers, realtors, eCommerce, professional service providers, among other individual clients from different marketplaces. I'm a CPA with expertise in bookkeeping, accounting and financial audit. 🏆 I've earned the Top-Rated Plus Badge as an Expert Bookkeeper on Upwork.🏆 An elite badge for agency owners and freelancers belonging to the Top 1% of the Most Reliable Bookkeepers. I rigorously clean messy books to be tax and audit ready. 🏆 If you are a business owner, accounting head or an executive officer - I can help you if you have: • 📉 Difficulty maintaining clean books • 📉 Disorganized books that makes tax season stressful • ❌ Lack of expertise in bookkeeping and accounting • ❌ No time communicating to clients, customers or creditors • ⏰ Delayed reports that clouded cash-flow visibility • ⚠️ Compliance risks from inaccurate or outdated records • 😣 Unreliable support & slow response time from your previous bookkeeper Clients' Benefits: • Pre-Audited and accurate books of accounts • Clean and organized business accounts • Speed and accuracy • Peace of mind and reliability • Minimum Supervision • Reduced labor cost • Long term engagement Specific Services: • Manage day to day financial transactions & operation • In-House Accountant • AP and AR management • Invoice & Bill Payment Processing • Account maintenance, clean up or update • Recording of checks, deposits, credit cards, loans, and others. • Reconcile bank, credit card and loan statements • Account reclassification and assignment of classes • Recording of journal entries • Preparation of customer invoices and statements • Extracting financial reports • Set-up chart of accounts • Create and upgrade company’s QuickBooks file • Tax Preparation and Payroll • Other ad hoc tasks Accounting Software Used: (P.S. I can explore whatever accounting tools you are using, if any) • QuickBooks Online • QuickBooks Desktop • Wave • EVO ERP Software • DoorLoop • Xero Let's connect! Ana Lee Malongayon, CPA @bookkeepingaccountant
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $29k
Billed in all: $139,086$139k
$5.7k in the last 6 months
Across 31 contracts
Earnings, last 30 days
Skill rankings: Top 0.76% in Microsoft Excel
Top 1% in 2 of 15 skills, ranked by MRR among everyone on Upwork with the skill.
- #8Bill.com201 freelancers · 🇵🇭 #1Top 4%🇵🇭#1 of 55
- #16Chart of Accounts826 freelancers · 🇵🇭 #1Top 2%🇵🇭#1 of 141
- #16Financial Management740 freelancers · 🇵🇭 #1Top 2%🇵🇭#1 of 150
- #17Invoicing2,164 freelancers · 🇵🇭 #5Top 0.79%🇵🇭#5 of 955
- #24CPA703 freelancers · 🇵🇭 #3Top 3%🇵🇭#3 of 115
- #27Financial Audit995 freelancers · 🇵🇭 #4Top 3%🇵🇭#4 of 271
- #32Accounts Receivable Management1,799 freelancers · 🇵🇭 #7Top 2%🇵🇭#7 of 497
- #50Accounts Payable3,205 freelancers · 🇵🇭 #6Top 2%🇵🇭#6 of 949