Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Reginald Edward III Ybanez

Certified Quickbooks Pro Advisor | Xero Certified | Accountant
Mexico, Province of Pampanga,PAM

Summary

Independent full time Accountant Bookkeeper for US, Canada, UK & Australian based small and medium companies (Quickbooks Pro Advisor) I have been a Professional Accountant and Auditor for 15 years I am expert in Auditing, Accounting, Bookkeeping, Payroll, Tax Preparation and Financial Statement Analysis and Projections. I am proficient in Microsoft Office such as doing financial models, customs spreadsheets-using formulas ,visual basic applications, dashboards, reports and analysis in Excel and Powerpoint Presentation. I have extensive experiences with Quickbooks Desktop for 13 years, Quickbooks Online (12 years), XERO.COM (10years) MYOB (10 years), Sage (12years) , WAVE (8 years). I have also experience in connecting remotely to a client's desktop via Teamviewer, GotoMyPc, LogeMeIn, Remote Desktop Connection, JoinMe and viewing, uploading, exporting reports from/to DROPBOX, SHOEBOXED, Evernote, Podio, Google Drive, Slack, Buildium, PAYPAL, and ONLINE BANK STATEMENTS My main aim is to provide professional service, assistance and cater the clients' need with high precision and very excellent output and utilizing my knowledge, skills and proficiency in small business enterprises who are in need of accounting services and working for the benefit of the company by inventing plans and procedures for efficient financial management and cutting down unproductive expenses and can take full responsibility for all aspects of finance and auditing.



Proven expertise in financial forecasting and leadership, Top Rated Plus freelancer on Upwork (https://www.upwork.com/freelancers/reginaldedwardiiiybanez).


Excelled in streamlining accounting processes, enhancing efficiency by implementing new software tools, and mentoring teams for professional growth. Skilled in bank reconciliation and fostering client loyalty, I consistently deliver accurate financial reports and drive cost savings.

Overview

22
22
years of professional experience
2
2
Certifications

Work History

RGA Accounting Services

Risdon M. Ybanez
01.2014 - Current

Certified QuickBooks Pro Advisor.|Xero Certified.| Accountant

I am a Certified QuickBooks Pro advisor and Xero Certified. I can handle your bookkeeping needs and other accounting. Furthermore, my strong analytical skills would enable me to manage data-intensive reconciliation and internal audit functions. Also, my comprehensive knowledge of accounting principles and procedures for preparing financial reports compliant with GAAP makes me an exceptional candidate for this position. I am open to start immediately. Hope this merits your attention. Thank you.

  • Maintained cash flow by monitoring bank balances and cash requirements.
  • Increased overall efficiency by streamlining accounting processes and implementing new software tools.
  • Reduced errors in financial reports by carefully reviewing and revising team''s work.
  • Coordinated with external auditors to provide necessary documentation, resulting in successful audits each year.
  • Managed a team of accountants, providing guidance and support for their professional development.
  • Analyzed financial data and provided recommendations for cost savings and efficiency improvements.

Certified Quickbooks Pro Advisor/ Xero Certified

Upwork Employer
03.2003 - Current
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.

Education

Xero Certified - Xero Expert

Xero Company
United States
04.2001 -

Skills

Bank Reconciliation

Inventory Accounting

Accounts receivable management

Tax Preparation

Cash Flow Management

Payroll Processing

Cost accounting

Financial Forecasting

Auditing procedures

Project Accounting

Revenue Recognition

Cash Basis Accounting

Financial statement presentations

Accomplishments

Top Rated Plus Upwork Accountant /Certified Quickbooks Pro Advisor | Xero Certified
https://www.upwork.com/freelancers/reginaldedwardiiiybanez

Certification

Certified Quickbook Pro Advisor

Timeline

Xero Certified

01-2015

Certified Quickbook Pro Advisor

05-2014

RGA Accounting Services

Risdon M. Ybanez
01.2014 - Current

Certified Quickbooks Pro Advisor/ Xero Certified

Upwork Employer
03.2003 - Current

Xero Certified - Xero Expert

Xero Company
04.2001 -
Reginald Edward III YbanezCertified Quickbooks Pro Advisor | Xero Certified | Accountant