Lailanie

US Bookkeeper/Accountant/Admin assistant/Tax & Payroll Asssitant

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mark as hired

Overview

Looking for full-time work (8 hours/day)

at $4.98/hour ($960.00/month)

Bachelors degree

Last Active

July 11th, 2026 (3 days ago)

Member Since

July 15th, 2025

Profile Description

P R O F E S I O N A L S U M M A R Y
* Motivated and detail-oriented aspiring bookkeeper with a strong educational background in accounting principles and hands-on experience through academic projects and an internship.*Complete training of QuickBooks and Xero, demonstrating proficiency inorganizing financial data, performing reconciliation, and preparing basic financial reports.
P R O F E S I O N A L S K I L L S
*Bookkeeping*Accounts Payable / Accounts Receivable*Financial Reporting / Analysis*Email Management/Client Communication*Budgeting / Forecasting*Payroll Processing*Bank Reconciliation*Inventory Management
P R O F E T I O N A L S E R V I C E S
* Financial Data Entry: Provide precise and timely input of financial transactions to maintain up-to-date and accurate records, enhancing overall financial transparency.*Bank Reconciliation: Assists in reconciling bank statements to ensure consistency in financial records. Helping to identify discrepancies early and improve financial accuracy.*Basic Financial Reporting: Generate monthly and quarterly financial reports. Including income statements and balance sheets supports strategic decision-making for business growth.*Accounts Payable/Receivable cash flow. Management: Helps manage invoices and collections to maintain a healthy financial position. Ensuring timely payments and contributing to financial stability.*Expense Tracking: Facilitate tracking and categorization of expenses to assist in budgeting and financial planning. Enabling better resource allocation.*Payroll Assistance: Supports payroll processing and maintains employee records. Ensuring accurate and timely compensation while promoting employee satisfaction.
C E R T I F I C A T E S
ProAdvisor of QuickBooks and Xero
internship of QuickBooks
E X P E R I E N C E
Chinese-bookkeeper assistant/Admin Tast/Data Entry/Email Management:
AST TAX ACCOUNTING LLC
2025-Present
BOOKKEEPING:
. Record daily transactions
. Manage accounts receivable
. Manage accounts payable
. Bank reconciliation
. Payroll processing
. Prepare financial reports
. Maintain general ledger
. Monitor cash flow
. Prepare tax documents
. Keep financial records accurate and organized
Data Entry Clerk:
• Accurately entered and updated client information into company databases and tax software systems.
• Prepared documents for electronic signature using PandaDoc, ensuring proper placement of signature and date
fields.
• Verified accuracy of financial data, including W-2s, 1099s, payroll reports, and tax returns.
• Maintained organized digital filing systems for easy document retrieval.
• Reviewed data for errors and corrected discrepancies before submission.
• Monitored document signing status and followed up with clients as needed.
• Maintained confidentiality of sensitive client information.
Data Entry Assistant – Tax & Bookkeeping:
• Encoded client personal and business information for tax return preparation.
• Input income, expenses, payroll, and banking details with high accuracy.
• Prepared IRS authorization forms (8879, 2848) for electronic signature via PandaDoc.
• Ensured all documents were signed and dated correctly before e-filing.
• Assisted in organizing client records and updating tracking sheets.
• Communicated with clients regarding missing documents and signature follow-ups.
Data Entry Specialist:
• Entered and verified client data with 99% accuracy.
• Prepared digital documents for e-signature using PandaDoc.
• Organized financial records and maintained confidential information.
• Assisted in payroll and tax data processing.
Email Management Tasks:
• Monitor and manage daily inbox
• Respond to client inquiries professionally
• Send follow-up emails for pending documents
• Request signatures for tax returns and forms
• Send reminders for unpaid invoices
• Forward important emails to tea ---------- mbers
• Organize emails into folders/labels
• Archive completed conversations
• Draft and proofread outgoing emails
• Maintain professional email communication

Emailing Tasks (Tax / Bookkeeping Office)
• Send tax return documents for e-signature
• Follow up on unsigned Form 8879
• Request missing W-2, 1099, or bank statements
• Confirm receipt of signed documents
• Notify clients once e-filing is completed
• Send payroll reports to clients
• Respond to IRS notice inquiries
• Send engagement letters for signature
• Provide payment instructions
• Update client via email regarding tax status

Top Skills

Accounting » Quickbooks

Experience: 1 - 2 years

Experienced in QuickBooks Online with hands-on bookkeeping for US clients, including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll assistance, financial reporting, and month-end closing. Skilled at maintaining accurate financial records and supporting day-to-day accounting operations.

Accounting » Bookkeeping

Experience: 1 - 2 years

Experienced in bookkeeping for US clients, including recording daily transactions, bank and credit card reconciliations, accounts payable and receivable, payroll assistance, financial reporting, and maintaining accurate financial records using QuickBooks Online and Excel.

Other Skills

E-Commerce » Inventory Management

Experience: 2 - 5 years

Experienced in inventory management, including tracking stock levels, recording inventory transactions, reconciling inventory records, monitoring costs, and maintaining accurate inventory data to support efficient business operations.

Office and Administration » Data Entry

Experience: 2 - 5 years

Experienced in accurate and efficient data entry, including entering financial and administrative records, maintaining databases, organizing digital files, verifying data accuracy, and ensuring timely completion of tasks.

Office and Administration » Email Management

Experience: 2 - 5 years

Experienced in email management, including handling client inquiries, organizing inboxes, responding to emails professionally, scheduling follow-ups, and maintaining clear and timely communication.

Accounting » Financial Accounting » Financial Reporting

Experience: 1 - 2 years

Experienced in preparing accurate financial reports, including Profit & Loss, Balance Sheet, and Cash Flow statements, while ensuring financial data is organized and up to date for informed business decisions.

Accounting » Payroll

Experience: 1 - 2 years

Experienced in payroll support, including preparing payroll data, tracking employee hours, assisting with payroll processing, reviewing payroll records, and ensuring accurate payroll documentation.

Basic Information

Age: 33

Gender: Female

Website: Sign Up with Pro Account to View

Address: llanera, nueva ecija

Tests Taken: IQ
Score: 83: DISC
Dominance: 45
Influence: 9
Steadiness: 28
Compliance: 18: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

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BENCHMARKS

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Lailanie

US Bookkeeper/Accountant/Admin assistant/Tax & Payroll Asssitant

Overview

Profile Description

Top Skills

Accounting » Quickbooks

Accounting » Bookkeeping

Other Skills

E-Commerce » Inventory Management

Office and Administration » Data Entry

Office and Administration » Email Management

Accounting » Financial Accounting » Financial Reporting

Accounting » Payroll

Accounting » Tax Preparation

Customer Support » Customer Service » Payment Processing

Accounting » Budget Management

Basic Information