Featured Finance Management VAs

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Paola Stagnitti

Hi 🙂
I am a Bookkeeper with over 10 years experience working with MYOB. I can take care of all of your bookkeeping needs, including accounts receivable and payable, payroll, superannuation, completing BAS, financial reporting, maintaining trade accounts and communicating with suppliers and contractors. I can also perform administrative duties that range from sales support, calendar and travel management, and even social media postings.

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Maria Concepcion R. Mercado, Dip FP

I am a Paraplanner with experience working with clients around the globe, including Australia. My Diploma in Financial Planning was achieved through an Australian college and I am experienced in preparing Statements of Advice (SoA) using XPLAN and working with ROA’s. I am proficient using QuickBooks, MYOB and Peachtree, have worked with preparing tax returns – covering withholding taxes, VAT and income taxes. I have also coordinated with external auditors and performed general administration duties.

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Ma. Martha Trinidad L. Andes, CPA

I am a certified public accountant with a Bachelor of Science in Accountancy. I have performed analytics, P&L reports, payroll, bookkeeping, BAS, GST PAYG, and payroll tax preparation and calculation. I am MYOB and SAP trained and I am Xero certified. I am knowledgeable in Australian Taxation procedures and I have an analytical mind and I learn quickly, and work efficiently with minimal supervision.

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Jennelyn P. Marollano

I am an experienced Finance Officer – working with payroll, bookkeeping, and all of the reporting responsibilities associated with that role. I have also been involved with Human Resources and worked as an Executive Assistant to a head of department in a University. I’ve been involved in Sales and hold a Bachelor of Science in Business Administration Major in Financial Management.

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May Ubaldo-Boquiron

I am one of the pioneers and most experienced Paraplanners in the Philippines. I have more than ten years of management experience in paraplanning. I have worked extensively with Australian and New Zealand clients and have created in excess of 1,000 Statements of Advice for clients using a range of Financial Planning Software platforms including XPlan.

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Joseph Rudyard Alcachupas

I am a Bookkeeper skilled with using a variety of accounting softwares, including Sage 50, Netsuite, Xero, Quickbooks and MYOB. I am also well versed in the use of Hootsuite, Canva, Salesforce and Asana. My attention to detail, data analysis skills and respect for confidentiality will most definitely assist your business accounts system in being and remaining streamlined.

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Jeniffer F. Baranda

I am a fully qualified Paraplanner with a college degree and experience using XPlan, XPlan XTools, XTools+, CALM and preparing Statement of Advice (SOA’s) for clients. I have also worked as Property Management Administrator, Customer Service Representative and Sales Manager.

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David John P. Bawe

While I may not have a degree in accounting – my bookkeeping skills have been developed on the job. I have been working with MYOB and XERO and have hands-on knowledge with GST and STP. I am hardworking, work well with others, and I am computer literate. I would be delighted if you gave me the opportunity to show you how valuable I could be to your organisation.

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Christina R. Mariano

I have a Bachelor of Science in Accountancy and I am a Certified Public Accountant. I am proficient in the use of the ERP System and XERO. I can assist you with all of your accounts and bookkeeping needs as well as budgeting, cash flow forecasting and even financial audits.

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Nerissa Loyola

I have a certificate in Bookkeeping and can assist you with all of your account needs… invoicing, incoming/outgoing transactions, record keeping, accounts reconciliation and much more. I have excellent customer service, administrative, social media (Instagram) and sales support skills. I have a Bachelor of Science in Social Work, and I am efficient, self-motivated, and have excellent time management skills.

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Chyrrel B. Gulane

I have worked as a Virtual Assistant performing a number of tasks including superannuation and insurance data collection, entering details into Xplan, preparing quotes, completing ROA’s, preparing work for SOA’s, preparing asset fee calculations, etc. I have also worked as a Customer Service Representative and been involved with HR tasks – which is great as I’m a people-person at heart.

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Asma Akhter Munni

I am a Bookkeeper and Accountant with experience in Quickbooks and Xero. I have a Masters in Accounting and an MBA in Finance. I have worked as a team leader in the Finance Department of an American Multinational Company and as an Virtual Assistant offering accountancy skills to clients all over the globe. I am trustworthy, adhere to timeframes and deadlines, and am reliable.

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April Talens

I have a Bachlor of Science in Commerce major in Financial Accounting. I am an experienced Virtual Assistant with a range of talents, including bookkeeping, content writing, social media marketing, lead generation and customer support. I am also proficient with PhotoShop, MYOB, Quickbooks, and the Zoho CRM.

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April Somera Osorio

I am a Virtual Assistant who specialises in accounts. I can take care of reports and analysis, invoice processing as well we general administrative duties. I have excellent English skills – both written and verbal, am knowledgeable in a variety of software, and results-oriented. I am good with people, have the ability to inspire others and show flexibility in adapting to the needs of other cultures and business processes.

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Stephanie Ann Agunos

I am a junior accountant who specialises in Xero, Australian EFT payments, financial reporting and data entry. I am organised, have strong attention to detail, and exceptional customer relationship skills. I hold a Bachelor of Science in Accountancy and have worked extensively with Australian clientele.

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Joanna Kenichi Laureola

I have a Bachelor of Science in Business Administration Major in Marketing Management. I am experienced with use of Xero and QuickBooks, helping take care of daily basic accounting tasks such as sales invoices and payables. I work well under pressure, have excellent communication skills, and am proficient in the use of MS applications.

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Elyn Sanchez

I am a bookkeeper who is also a QuickBooks-certified advisor and certified Xero advisor. I have a Bachelor’s Degree in Accounting and work experience in bookkeeping as well as customer support, data entry and web research.

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Windy Alumbres

I am a fully qualified Certified Public Accountant with a strong worth ethic. I have experience with Quickbooks, Xero SAP Business One and a number of other accounting softwares. You’ll find me easy to work with, honest, proactive and motivated, as well as efficient with good time management skills. I also have good communication skills and have experience with Customer Service – on the phone, via email and through live chat.

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Jozette Lopez VA

Jozette P. Lopez

I have a degree in Accountancy, am able to construct and organise official paperwork, and have an understanding of the need for confidentiality when handling sensitive data. I have good written and verbal English skills, can work under pressure, and am happy to work independently or as part of a team. I have experience working as a Virtual Assistant and taking care of financial management for clients.

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Russel Q. Patalinghug

With a Bachelor of Science in Accounting I can perform a variety of accounting tasks for your organisation – from bookkeeping and bank reconciliation, through to taking care of invoicing and reporting. I am well versed in the use of Quickbooks and MYOB, and have also played a role as sales coordinator and team leader.

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Financial Management VA Mary Joy Wisner

Mary Joy Wisner

I have a Bachelor of Science in Accountancy and a Masters in Public Administration specialising in Fiscal Administration. I have also worked as a Virtual Assistant for overseas clients as Office and Finance Manager and am also very familiar with email customer support and other administrative tasks. I hope you’ll consider me – I believe I would be a valuable asset to your business.

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Jashmi Doshi

I am a commerce graduate with a total of 7 years of work experience in three different reputed organisations. I have also studied basic foreign languages and am enthusiastic about learning and extending my knowledge. I enjoy helping others and place high value in acts of kindness.

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Jacqueline Po - Certified Financial Planner

Jacqueline Po

I have a Bachelor of Science Majoring in Accountancy from the Lyceum of the Philippines University. And I thoroughly enjoyed my studies as I love working with figures. I have practical knowledge and extensive experience in accounting software, software implementation and auditing. My expertise includes Administration of Accounting Software, and I have worked with a variety of multinational companies in the Philippines.

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Vidhi Sanghavi

I have an MBA in Finance, have lectured on financial markets at MBA Colleges, and have worked for different organisations, gaining expertise in various financial products and services.

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