Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant Email and Phone Number
With over a decade of experience in bookkeeping and accounting, I provide high-quality and reliable services to clients in the real estate industry as a freelance bookkeeper. I am certified as a QBO Pro Advisor, QBO Payroll, Xero Advisor, and Xero Payroll, and I have extensive knowledge and skills in various accounting software and tools, such as SaaSant, Fathom, Bill.com, Gusto Payroll, HubDoc, and A2x. My passion is to help clients achieve their financial goals and streamline their processes by delivering accurate and timely results. I use my data analysis, problem-solving, and communication skills to record, reconcile, migrate, set up, audit, and troubleshoot accounts in QuickBooks Online and Xero. I also prepare and analyze financial reports, cash flow projections, budgets, and invoices. In addition, I provide consultation and support to clients on various accounting issues and best practices. Alongside my bookkeeping work, I also serve as a contractor and team manager for lead generation projects for UK and US events, specializing in supplier and delegate accounts. I have mastered the use of CRM systems, such as Microsoft Dynamics 365, Citrix Workspace, and Salesforce Sales Cloud, to manage and track leads, contacts, and opportunities. I also have experience in email marketing, LinkedIn InMail marketing, data entry research, database cleaning, and administrative tasks. I leverage my domain expertise and competencies to add value to my clients and their businesses. I enjoy working with SMEs and start-ups, as I share their vision and enthusiasm for growth and innovation. I am always eager to learn new skills and technologies, and to collaborate with other professionals in my field. I am committed to delivering excellence and satisfaction to my clients, and to fulfilling my mission of streamlining finances and generating leads with my accounting and marketing skills.
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Corporate TreasurerEai Rubicon Construction ServicesSan Diego, Ca, Us
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Chief Marketing OfficerIf Virtual Solutions Jul 2024 - PresentThe key functions :1. Brand Development : Establishing a strong brand identity and managing the agency’s reputation.2. Marketing Strategy : Creating and executing marketing strategies aligned with the agency's goals, supported by thorough market research.3. Digital Marketing : Managing the agency’s online presence, including website, social media, and search engine optimization.4. Client Acquisition : Generating and converting leads, as well as nurturing client relationships to ensure retention.5. Content Marketing : Producing educational content and positioning the agency as a thought leader in the industry.6. Partnerships : Building strategic alliances with complementary businesses to expand reach and enhance service offerings.7. Sales Enablement : Supporting the sales team with tools and content to drive revenue and ensure marketing aligns with sales goals.8. Analytics : Tracking marketing performance to measure ROI and make data-driven adjustments.9. Event Marketing : Organizing and participating in events to boost brand visibility and generate leads. -
Chief Human Resources OfficerIf Virtual Solutions Jul 2024 - Aug 2024Key functions : 1. Talent Acquisition : Developing strategies to attract and hire top accounting professionals.2. Employee Development : Implementing ongoing training and leadership programs.3. Performance Management : Setting goals and conducting regular reviews to drive success.4. Compensation Management : Designing competitive salary and benefits packages.5. Employee Relations : Fostering a positive work environment and resolving conflicts.6. Compliance : Ensuring adherence to labor laws and industry standards.7. Succession Planning : Preparing for leadership transitions with a strong talent pipeline.8. Change Management : Leading the agency through transitions and industry changes. -
Virtual BookkeeperEnchantedbooks Financial Consultancy Services Feb 2024 - Present
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FounderAccuwise Bookkeeping Services Dec 2023 - PresentOptimize your financial operations and enhance decision-making for your business through our precise bookkeeping solutions! Recognizing the value of your time as a business owner, we offer to streamline your financial processes, allowing you to save valuable time.Our array of services encompasses maintaining precise financial records, generating timely financial reports, automating bookkeeping functions and aiding in the development and upkeep of budgets and financial projections. By entrusting us with these responsibilities, you can dedicate your attention to critical tasks such as team management, marketing initiatives, and business expansion.Avoid the hassle of sifting through receipts, bank statements, or deciphering intricate financial data. Instead, delegate these tasks to us! Reach out today to collaborate with us and propel your business towards growth and success.As the founder of Enchanted Books servicing to United States, United Kingdom, Canada & Australia clientele here are things we can help you with :🔹 Bookkeeping Consultation🔹 Clean Up & Catch Up🔹 Tax Ready Financials🔹 Bank and Credit Reconciliation🔹 PayPal and Stripe ReconciliationLet's Connect and Grow Your Business Together!#hirebookkeeper #USBookkeeper #AUBookkeeper #UKBookkeeper #canadianbookkeeper #propertyaccountant #ecommercebookkeeper #realestatebookeeper #virtualbookkeeper #qboproadvisor #xeroadvisor #xeropayroll #xeromigration #qbocertified #xerocertified
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Real Estate BookkeeperRrt Residences Llc Aug 2023 - Present
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Team Manager - Lead Generation (Richmond Events Account)Banner Research Outsourcing Services (Bros) Sep 2013 - May 2024Contracting to RICHMOND EVENTS (RE Account) for the following events : US & Canada Events - Delegates : CIW, CIH, CIO, CIF, ISU, CFO, CFC, LGU, LGH, INU, CLO, CLH, HRU, MFU, MFH, CDOUK Events - Delegates : ITD, CIT, ITS, FDF, HRF, CDFUK Events - Supplier : ITD, CIT, ITS, FDF, HRF, CDFServices Offered :Lead GenerationLead List BuildingData Entry ResearchData MiningDatabase CleaningDatabase BatchingEmail Marketing (CRM)LI InMail MarketingCold Email MarketingFunnels MarketingPayroll ManagementAdministrative Task
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Independent Contractor : Lead GenerationRichmond Events Sep 2013 - May 2024London, -, GbProject Management of UK and US (including Canada) Events for Supplier and Delegate Accounts. Switzerland and Italy Account Management : (TBA) -
Virtual BookkeeperTask-Wise Va Consultancy Inc. Nov 2023 - Apr 2024Santo Tomas , Batangas, Ph -
Virtual BookkeeperM.A.B. Financial Consultancy Services (Mab Online Academy) Oct 2023 - Mar 2024• Recording of all transactions (bills, invoices, withdrawals and deposits) in Quickbooks Online / Xero • Bank and Credit Card reconciliations • Data Migration • Setup of accounts in Quickbooks Online/ Xero • Tune up or Troubleshooting of accounts – fixing ending balances of all accounts • Quickbooks / Xero Consultation • Audit of transactions and balances • Accounts Receivable / Accounts Payable billing and collection • Preparation of cash flow projections or budgets • Financial reporting and analysis Skills : QuickBooks · Xero · SaaSant · Fathom · Bookkeeping · Accounting · Account Reconciliation · Bank Reconciliation · Data Migration · Troubleshooting · Microsoft Excel · Google Drive -
Talent SpecialistInterviewjet Aug 2014 - Feb 2015New York City, New York, UsInterviewJet is a members-only hiring platform, granting select employers 72-hour access to fully-vetted talent in technology and business intelligence. Candidates like InterviewJet because they get to communicate with hiring managers from the beginning of their interview process; hiring managers prefer InterviewJet because it features only high-quality, qualified talent. -
Accounting HeadUltimate World E Games (Casino-Poker House) Jan 2014 - Jun 2014General AccountingTax PreparationIncome Tax ReturnsFinancial StatementsPayroll ManagementBookkeepingProcurement & PurchasingRegulatory Compliance Reports (BIR, SEC, PagCor, SSS, PHIC, HDMF & Local Business Agencies)
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Accounting OfficerStar Express Placement, Inc. (Recruitment Agency - Canada, Japan) Dec 2004 - Jan 2011General Accounting, Bookkeeping, Payroll Management (Bi-Monthly)Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement)Monthly Value-Added Tax Return - BIR Form 2550MQuarterly Value-Added Tax Return - BIR Form 2550QMonthly Remittance Return of Creditable Incomes Taxes Withheld (Expanded)-BIR Form 1601-EMonthly Remittance Return of Incomes Taxes Withheld on Compensation - BIR Form 1601-CQuarterly Income Tax Return for Corporation - BIR Form 1702QAnnual Income Tax Return for Corporation - BIR Form 1702-RTMonthly or Quarterly Issuance of Certificate of Creditable Tax Withheld at Source - BIR Form 2307Annual Information Return of Income Taxes Withheld on Compensation - BIR Form 1604-CAnnual Information Return of Creditable Income Taxes Withheld (Expanded)- BIR Form 1604-EAnnual Information Return of Income Payments Subjected to Final Withholding Taxes - BIR Form 1604-FAnnual Issuance of Certificate of Compensation Payment or Income Tax Withheld - BIR Form 2316Regulatory Compliance Reports (SSS, Philhealth, Pag-Ibig, SEC, POEA & Local Business Agencies)Accounts Payable, Accounts Receivable, Ageing of ReceivablesAccounting Schedules, Fixed Assets Schedule, Inventory ManagementAssists in Internal/External Audits & Supplier Negotiation and ManagementCash & Payroll Management for MD Corporation - Japanese IT Company counter part agency.
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Accounting ManagerTaft Offhore Solutions, Inc. (Bpo Company) Jun 2006 - Dec 2010General Accounting, BookkeepingPayroll Management (Bi-Monthly)Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement)Monthly Percentage Tax Return - BIR Form 2551MQuarterly Percentage Tax Return - BIR Form 2551QMonthly Remittance Return of Creditable Incomes Taxes Withheld (Expanded)-BIR Form 1601-EMonthly Remittance Return of Incomes Taxes Withheld on Compensation - BIR Form 1601-CQuarterly Income Tax Return for Corporation - BIR Form 1702QAnnual Income Tax Return for Corporation - BIR Form 1702-RTMonthly or Quarterly Issuance of Certificate of Creditable Tax Withheld at Source - BIR Form 2307Annual Information Return of Income Taxes Withheld on Compensation - BIR Form 1604-CAnnual Information Return of Creditable Income Taxes Withheld (Expanded)- BIR Form 1604-EAnnual Information Return of Income Payments Subjected to Final Withholding Taxes - BIR Form 1604-FAnnual Issuance of Certificate of Compensation Payment or Income Tax Withheld - BIR Form 2316Regulatory Compliance Reports (SSS, Philhealth, Pag-Ibig, SEC & Local Business Agencies)Accounts Payable, Accounts Receivable, Inventory ManagementAccounting Schedules, Fixed Assets ScheduleAssists in Internal/External Audits & Supplier Negotiation and Management
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Property AccountantEndriga Building (Leasing) Jan 2005 - Dec 2010General Accounting, BookkeepingPayroll Management (Bi-Monthly)Accounts Receivable / Accounts Payable Billing and Collection Preparation of cash flow projections or budgets Financial reporting and analysis Property Management (Security & Building Maintenance)Regulatory Compliance Reports (SSS, Philhealth, Pag-Ibig, BIR & Local Business Agencies)Monthly Value-Added Tax Return - BIR Form 2550MQuarterly Value-Added Tax Return - BIR Form 2550QMonthly Remittance Return of Creditable Incomes Taxes Withheld (Expanded)-BIR Form 1601-EMonthly Remittance Return of Incomes Taxes Withheld on Compensation - BIR Form 1601-CQuarterly Income Tax Return for Corporation - BIR Form 1701QAnnual Income Tax Return for Individual (Mixed Income Earner) - BIR Form 1701Monthly or Quarterly Issuance of Certificate of Creditable Tax Withheld at Source - BIR Form 2307Annual Information Return of Income Taxes Withheld on Compensation - BIR Form 1604-CAnnual Information Return of Creditable Income Taxes Withheld (Expanded)- BIR Form 1604-EAnnual Information Return of Income Payments Subjected to Final Withholding Taxes - BIR Form 1604-FAnnual Issuance of Certificate of Compensation Payment or Income Tax Withheld - BIR Form 2316
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AccountantMealdeals Restaurant Jan 2005 - Dec 2009General Accounting (End to End)Payroll Management (Weekly & Bi-Monthly)Monthly Value-Added Tax Return - BIR Form 2550MQuarterly Value-Added Tax Return - BIR Form 2550QMonthly Remittance Return of Creditable Incomes Taxes Withheld (Expanded)-BIR Form 1601-EMonthly Remittance Return of Incomes Taxes Withheld on Compensation - BIR Form 1601-CQuarterly Income Tax Return for Corporation - BIR Form 1701QAnnual Income Tax Return for Individual (Mixed Income Earner) - BIR Form 1701Monthly or Quarterly Issuance of Certificate of Creditable Tax Withheld at Source - BIR Form 2307Annual Information Return of Income Taxes Withheld on Compensation - BIR Form 1604-CAnnual Information Return of Creditable Income Taxes Withheld (Expanded)- BIR Form 1604-EAnnual Information Return of Income Payments Subjected to Final Withholding Taxes - BIR Form 1604-FAnnual Issuance of Certificate of Compensation Payment or Income Tax Withheld - BIR Form 2316Regulatory Compliance Reports (SSS, Philhealth, Pag-Ibig & Local Business Agencies)Accounts Payable, Accounts Receivable, Ageing of ReceivablesPurchasing, Procurement, MarketingSupplier ManagementInventory ManagementBookkeepingMonthly Sales & Purchases ReportFinancial Statements (Balance Sheet, Income Statement, Cash Flow Statement)
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Recruitment & Payroll SpecialistNeco Philippines Inc Mar 2004 - Dec 2004Payroll, Recruitment, Inventory Control, LLDA-BFAR- DENR-IPO Compliance, Administrative Task from VP & AVP
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BookkeeperBuntal Designs Inc. May 2003 - Feb 2004Bookkeeping, Financial Reporting, Tax Compliance, SSS-Philhealth-PagIbig Reporting, Payroll, Inventory Management
Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant Education Details
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The Bookkeepers' Secret AcademyExtensive Booster Classes On Qbo & Xero Applications -
Accounting Pifolz EliteElite Mentorship & Coaching Program -
Mab Online AcademyCloud-Based Online Accounting & Bookkeeping Course -
Baliuag UniversityMaster Of Business Administration - Mba -
Baliuag UniversityBachelor Of Business Administration - Management Accounting -
Baliuag UniversityBachelor Of Science In Accountancy
Frequently Asked Questions about Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant
What company does Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant work for?
Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant works for Eai Rubicon Construction Services
What is Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant's role at the current company?
Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant's current role is Corporate Treasurer.
What schools did Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant attend?
Jocelyn Ponce, Csswb, Real Estate Bookkeeper And Crypto Accountant attended The Bookkeepers' Secret Academy, Accounting Pifolz Elite, Mab Online Academy, Baliuag University, Baliuag University, Baliuag University.
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