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Ana Lee M.
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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customers or creditors • ⏰ Delayed reports that clouded cash-flow visibility • ⚠️ Compliance risks from inaccurate or outdated records • 😣 Unreliable support & slow response time from your previous bookkeeper Clients' Benefits: • Pre-Audited and accurate books of accounts • Clean and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

🇵🇭Talisay City Negros Occidental, Philippines$20/hr100% JSS4.42 (4)Since Nov 2013

Earnings and projects

MRR
$4.8k

Last 6 months ÷ 6

World#5,879 / 412k
🇵🇭Country#173 / 56.3k
Revenue, last 30 days
$6k

Last 6 months: $29k

World#4,027 / 412k
🇵🇭Country#84 / 56.3k
Total earnings
$133k

Billed in all: $139k

World#27,595 / 412k
🇵🇭Country#3,047 / 56.3k
Per project
$4.8k

$5.7k in the last 6 months

World#36,581 / 412k
🇵🇭Country#8,599 / 56.3k
Projects, last 6 months
5
20% fixed80% hourly
World#41,746 / 412k
🇵🇭Country#2,712 / 56.3k
Projects in all
28

Across 31 contracts

55% fixed45% hourly
World#103,224 / 412k
🇵🇭Country#7,674 / 56.3k

Earnings, last 30 days

$139k+$6k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$130k$135k$140kOct 8Oct 23Nov 7

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.

  1. #8Bill.com201 freelancers · 🇵🇭 #1Top 4%
  2. #16Chart of Accounts826 freelancers · 🇵🇭 #1Top 2%
  3. #16Financial Management740 freelancers · 🇵🇭 #1Top 2%
  4. #17Invoicing2,164 freelancers · 🇵🇭 #5Top 0.79%
  5. #24CPA703 freelancers · 🇵🇭 #3Top 3%
  6. #27Financial Audit995 freelancers · 🇵🇭 #4Top 3%
  7. #32Accounts Receivable Management1,799 freelancers · 🇵🇭 #7Top 2%
  8. #50Accounts Payable3,205 freelancers · 🇵🇭 #6Top 2%