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Jean Perez

Jean Perez

Bookkeeping Virtual Assistant | QuickBooks Online | Accounts Payable & Receivable | Bank Reconciliation

Talent
LeyteMember since October 14, 2026
QuickBooks Online (QBO)Chart of Accounts Setup & ManagementAccounts Payable & Receivable (AP/AR)Invoice & Billing ProcessingBank & Credit Card ReconciliationFinancial ReportingPayroll Processing SupportExpense Tracking & Categorization
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QuickBooks Online (QBO)Chart of Accounts Setup & ManagementAccounts Payable & Receivable (AP/AR)Invoice & Billing ProcessingBank & Credit Card Reconciliation

About

Bookkeeping Virtual Assistant with a QuickBooks Payroll support background and over 10 years of experience keeping financial and administrative records accurate for Philippine organizations and US-based clients.

Completed

QuickBooks Online and bookkeeping coursework through Sync2VA and Alison, covering chart of accounts setup, accounts payable/receivable, invoicing, and bank reconciliation. Known for catching discrepancies early, documenting work clearly, and handling sensitive financial data with care.

Experience

Consumer Welfare Assistant - LEYECO IV

(2014-09)

  • Keep and update 30–50 customer account records on an average day, catching and correcting errors before they affect service or billing.
  • Redesigned the department's filing and retrieval system, cutting document turnaround time and making records easier for other staff to find.
  • Put together operational and administrative reports that management uses for day-to-day decisions and cross-department coordination.
  • Track down and resolve discrepancies in customer records, usually by working directly with other departments to identify the source of the error.

Technical Support Representative – QuickBooks Payroll - Convergys

(2012-10 - 2014-09)

  • Handled payroll, tax, and account issues for about 10 US-based QuickBooks Payroll clients per day, resolving most on the first call.
  • Reconciled payroll discrepancies and corrected tax forms so clients could file accurate, compliant payroll taxes.
  • Owned escalated payroll and billing cases from start to finish, coordinating with other teams when needed to get them fully resolved.
  • Followed up on open cases on a set schedule, which improved resolution accuracy and reduced repeat contacts.
  • Mentored 3 new hires on QuickBooks Payroll workflows and case-handling standards to help them ramp up faster.

Research and Development Assistant - Andy’s Crunchicken

(2011-10 - 2012-09)

  • Documented product development activities and compiled test results into reports used for evaluation and decision-making.
  • Coordinated documentation across teams to support compliance, accurate recordkeeping, and consistent project workflow.

Education

Bachelor of Science - Food Technology - Visayas State University

Skills

Bookkeeping Virtual AssistantQuickBooks OnlineAccounts Payable & ReceivableBank Reconciliation

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