Jeryl Rod Alfanta

Senior accountant and bookkeeper with 5+ years of full-cycle accounting experience across US-facing multi-client environments — proficient in a broad range of accounting, ERP, payroll, project management, and communication platforms. Managed 8+ simultaneous client accounts across QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, and AppFolio; processed US tax returns across all entity types using Drake Tax Software; and ran payroll operations through Gusto. Served as team lead at Task Team Virtual Assistants — reviewing workpapers, coordinating task assignments, and maintaining quality standards across the team.

Communicated directly with US clients via Zoom, Slack, Google Meet, Gmail, and WhatsApp throughout three consecutive years. QuickBooks Online ProAdvisor Certified (Advanced). Holds a BS in Accountancy and is reviewing for the October 2026 CPA board examination.

Senior Accountant & Team Lead — Remote - Task Team Virtual Assistants - Remote

(2023-04 - 2026-04)

3 Years | Multi-Client US-Facing Accounts | Full-Cycle Accounting | US Tax Prep | Team Lead

• Owned full-cycle accounting operations across 8+ simultaneous US client accounts — GL entries, AP/AR processing, bank and credit card reconciliations, payroll (Gusto), invoicing, collections, month-end close, and financial reporting — with zero revision requests and zero missed deadlines across three consecutive years.
• Prepared US tax returns across the complete entity spectrum — LLCs, C-Corps, S-Corps, Partnerships, Sole Proprietorships, Cooperatives, and Estates — using Drake Tax Software alongside QuickBooks Online for three full years.
• Managed accounting across multiple platforms simultaneously — QuickBooks Online (cloud), QuickBooks Desktop, Xero, NetSuite, and AppFolio — adapting to each client's existing system while maintaining consistent accuracy standards across all accounts.
• Served as team lead — reviewed bookkeeper workpapers, performed quality checks on reconciliations, coordinated task and deadline assignments, and ensured the team's full client portfolio met the same zero-error standard.
• Handled construction and trades client accounting — job costing per project, WIP schedules, progress billing, subcontractor AP management, and labor burden tracking — providing owners with accurate project-level financial visibility.
• Processed payroll through Gusto — ran pay cycles, managed employee onboarding and offboarding, verified expense allocations, and reviewed payroll transactions in QBO for accuracy and proper categorization.
• Communicated directly with US clients daily via Zoom, Google Meet, Gmail, Slack, and WhatsApp — walkthroughs, reconciliation updates, issue resolution, and financial report reviews — consistently maintaining professional, responsive, client-first communication.
• Built and maintained a master reconciliation tracker in Excel — logging reconciliation-through dates, bank statement folders by month, and book-to-bank match dates — giving complete visibility into close status across all accounts at any time.

Accounting Services Associate - LBB Accounting and Auditing Services

(2021-01 - 2023-02)

2 Years | Multi-Client CPA & Audit Practice | Full-Cycle Bookkeeping | Financial Statements | Audit Support

• Performed full-cycle bookkeeping across a multi-client CPA and audit practice — GL entries, AP/AR, bank reconciliations, payroll entries, and financial statement preparation — delivering audit-ready workpapers without revision requests throughout.
• Prepared complete financial statements — P&L, balance sheet, and cash flow — for multiple client entities; supported audit documentation including sub-ledger reconciliations and evidence packages for external review.
• Maintained a perfect on-time delivery record — zero missed deadlines, zero compliance penalties, and zero supervisory escalations across the full two-year engagement.

Bachelor of Science - Accountancy - South Philippine Adventist College (2023-06)