Katrina Marie Dagsan

About Katrina

I help small businesses and business owners stay on top of their accounting and bookkeeping tasks by keeping financial records accurate, organized, and up to date. I have 3 years of professional accounting experience, including handling 1,000+ invoices and receipts monthly, Accounts Receivable, payment processing, reconciliations, sales and revenue reports, and resolving account discrepancies. I also have hands-on bookkeeping training and internship experience, plus self-paced learning in QuickBooks Online and Xero. I can assist with invoice and bill processing, transaction recording, expense categorization, payment application, bank reconciliation, and basic financial reporting. I have experience supporting retail and business operations, and I am comfortable working with clients remotely. I use QuickBooks Online, Xero, SAP, Microsoft Excel, Google Workspace, Zoom, and other online tools to stay organized and keep work moving. When working remotely, I make sure to communicate clearly, follow instructions, manage deadlines, double-check my work, and keep clients updated. I value accuracy, confidentiality, and reliable work, especially when handling financial records. My goal is to provide dependable bookkeeping and accounting support that saves clients time and helps them keep their business finances organized.

Skills

Experience

• 3 years of accounting experience with a strong background in AR, invoice processing, payment processing, reconciliation, and reporting.
• Handled 1,000+ invoices and receipts monthly.
• Completed bookkeeping training and internship with self-paced learning in QuickBooks Online and Xero.
• Skilled in SAP, Excel, Microsoft 365, and Google Workspace.
• Comfortable working remotely, across different shifts and time zones, while staying organized, accurate, and reliable.